Jeremy Martin | February 27, 2018

I signed up for Fusion. Now What?

 

The Basics

What should I do first?

First off, congratulations! You're now just a couple steps away from a fully automated data pipeline. Which means you don’t have to do much, really. No extracting. No transforming. No loading. No server setups or migrations. All you need to get your data ready for analytics is connect your cloud applications to Fusion, let your Fused Database build, then connect it to your favorite analytics, BI tools, dashboards, and/or custom applications.

For an overview, watch our movie "Setting Up Your Fusion Account":

Setting Up Your Fusion Account

 
 
 
Video Thumbnail
Video Thumbnail
 
 
 
 
 
 
 
 
 
 
 
 
 

 

Could you walk me through Fusion? 

Gladly!

Walkthrough of Fusion

 

Does Fusion include a warehouse?

You betcha. Fusion is both a SaaS web app and a cloud data warehouse. No hardware needed.

For more about your Fusion warehouse, check out this video.

Your Fusion Warehouse

 
 
 
Video Thumbnail
Video Thumbnail
 
 
 
 
 
 
 
 
 
 
 
 
 

 

Does Fusion replace my BI tool?

Nope. Fusion works alongside your BI tool. It’s big value is in the Fused Database, which feeds data from all your cloud applications right into your BI tool.

For more on how to connect Fusion to your BI tool, watch our video "Using Your Fused Data".

Using Your Fused Data

 
 
 
Video Thumbnail
Video Thumbnail
 
 
 
 
 
 
 
 
 
 
 
 
 

 

What’s a “fused record” again?

A fused record is the merged and standardized record for a given entity. So if you have a contact record in one system and contact record in another, the fused record merges and normalizes that contact record, including resolving conflicts within the field values. This means that in your SQL output, you'd see zero repeats and consistent formats everywhere. For more on this, watch the movie "Your Fusion Warehouse" above.

 

Getting Started

Where do I create an account or log in?

Create your account and login at https://fusion.bedrockdata.com.  

What should I do now that I’m logged in?

First, choose the connectors that will serve as the data sources for your Fused Database. Fusion will then merge and standardize the customer records from these connectors in order to create a Fused Database. 

What if I don’t see one of my connectors?

Everyday, Bedrock Data is building new connectors. Feel free to let us know which ones you’re interested in here.

Can I customize my mappings?

Fusion uses a default set of mappings. Although if you’d like to change or add your own mappings, you can do so right in the Fusion UI -- under Schema. Once your connectors and mappings are ready, Fusion will begin building your data warehouse.

custom mappings

What happens to my Fused Database if I change my mappings?

Your Fused Database will rebuild to reflect these custom fields.

How long should I expect to wait?

The first time the warehouse builds -- a couple hours. No longer than a baseball game. 

What do these numbers on my dashboard mean?

Your connector tiles measure the percent rise or fall of records within a given system. You can also supervise your SaaS product usage by simply looking at the activity levels of your teams. Doing so gives you insight as to whether you’re getting value out of that system. If you’re spending gobs of money on a certain system but hardly using it, you can now see whether to ditch it and influence future software purchases.

fusion admin dashboard

 

BI tools, Analytics, Dashboards & Reports

OK. My Fusion Warehouse is ready, my data in one place. Now what?

Now you can run queries that weren’t possible before -- or were really hard to do -- which exponentially increases the value of your data. You could query by date across system, for instance, and visualize that data in a host of analytics tools. With Fusion you can now easily join tables of normalized data, and save time from having to cobble all this data together. 

Do you have some SQL queries to get me started?

Yes! We put some SQL queries on Github.

Octocat.png

Which BI tools can I connect Fusion to?

Any analytics, dashboard, reporting tool that supports MySQL. This includes Tableau, Microsoft PowerBI, Amazon QuickSight, MetaBase, and more. 

analytics software

How often does my Fusion warehouse refresh?

Fusion will update every 5 to 10 minutes and pull in the new or recently updated data from your connected systems. 

Will the data in my BI / Analytics tool also update every 5 to 10 minutes?

This depends whether your BI tool pulls data in real time. Most BI tools out there will at least let you manually refresh.

Say, what are these links tables?

The links tables take the primary key of one raw dataset (say, Contact) and puts that in its own field, then takes the primary key from another raw dataset (say, Opportunity) and gives it its own field. Then it joins their two common identifiers, or primary keys, to create one. 

Here’s how you might fold in a links table into a query about Tickets and Contacts from certain Companies, using the Contact_Ticket_Links and Company_Contact_Links tables.

sql query

Note that a links table in itself is pretty useless. They just concatenate the primary keys from different tables. For instance:

links table 

How does my Fused Database improve my analysis and visualizations?

First, unified data means you don’t have to spend time importing multiple data sources into your BI tool. The Fused Databaseis a single trusted data source.

Second, a Fused Database is much simpler once you want to begin your analysis with joins and SQL queries. You can skip having to figure out which database contains which tables and which tables house which fields. With a Fused Database, what you see is what you get.

Lastly, a Fused Database improves your data integrity. Whereas before you may have returned duplicate records and date fields using different formats, now your SQL output and visualizations are buttoned up. Zero repeats. Consistent formats across the board.

I have a paid Fusion account with Fused Records. How does Fusion determine what system populates my mapped fields?

Fusion uses “Last Modified” logic to determine what the value should be for a given mapped field. This means Fusion uses the data most recently updated, or modified, across systems, for a given field. So if you have two different phone numbers for the same customer -- one in your CRM, the other in your support system -- Fusion uses the number that was last modified.

More questions? Visit our Support page or contact us at any time. 

Support

Subscribe Here!