Example: Create a custom data entity

Overview

Use this example to create a custom database entity in Gtmhub. The entity holds data for the monthly sales and has three fields - Sales opportunities, Status of deal, and Revenue.

Procedure

Perform the following:

1. In the navigation pane, expand Insights and click Data sources.

2. In the toolbar, expand Add new data source and click Create custom entity.

3. In Title, enter Monthly sale opportunities

4. In Name, enter sales_monthly

5. In Description, enter List of sales opportunities with their revenue

6. In the Fields section, in the first field, enter sale

7. In the second field, enter Sales opportunities

8. In the dropdown box, select String.

9. Click + Add field.

10. In the first field, enter sale_stage

11. In the second field, enter Status of deal

12. In the third field, select String.

13. Click + Add field.

14. In the first field, enter sale_rev

15. In the second field, enter Revenue

16. In the third field, select Integer.

17. Delete the index.

18. Click Create custom entity.

19. Refresh the Data sources page.

Result

The new entity appears under Not connected entities.

Next steps

After you have created the entity, you populate its field with data.

Perform procedure Example: Map a custom entity to a data source.