A common problem / a joined result
Reports take days to build by hand
Turn the repeated joins in a workbook into an agreed event rule.
Talk through the sources behind your question.
Sound familiar?
You download the same files, match the same customers and fix the same columns every week. By the time the report is ready, the team is asking for the next one.
The pieces live apart.
The report is doing the work your separate systems do not share: matching keys, choosing dates and defining a result. If that process lives in one workbook, every refresh can repeat it.
Website
The enquiry export
CRM
The deal export
Billing
The payment export
Each source has a piece. The join gives the pieces a shared meaning.
One rule. A useful result.
Example rule / events → tag
Website: enquiry sent
CRM: proposal accepted
Billing: invoice paid
In this order, within 60 days, on the same confirmed customer.
Resulting tag
Enquiry became paid work
Illustrative rule. Sources, match keys and timing are agreed in the build.
What you get
- One visible definition of the recurring result.
- Source refresh and tag updates scoped with your team.
- A shared output for your existing workbook or BI route.
Systems usually joined: Website, CRM, Billing. The team checks the records, match keys and destination with you.
A question that crosses teams.
Analysts, agencies and finance teams rebuilding the same report from exports.
Good questions. Clear answers.
Can we keep the spreadsheet?
Yes. It can still be useful for analysis and planning. DataGlue can supply the joined outcome through an agreed export or destination route.
Will every report update in real time?
Not necessarily. Timing depends on how each source supplies its records. The team agrees refresh timing and tag updates as part of the build.
What should we bring to the call?
Bring the report and explain the decision it supports. The team uses it to find the source fields, manual joins and definitions worth making repeatable.
Follow the next piece.
Related problems
Definitions & comparisons
Build it with us
Bring the problem. We'll map the pieces.
A dedicated team checks the sources, defines the result and builds it with you. Scope and price are agreed with the team.