Currently, if we need to include new fields in the Unified Customer fields section, which is very time consuming when a new data source with large amount of new fields is uploaded to Customer Insights, Hence, it will be great if an option can be given to select multiple fields and then add them with a single button. Thanks!
Comments
We are adding this suggestion in the coming months.
When adding a new table to Customer Insights, you will be able to easily select what columns to include or exclude.
This release plan speaks to this capability in the context of the Dataverse connector, but the capability will be for any table ingested into Customer Insights - Data.
Category: Data Unification
Administrator on 3/5/2024 5:14:44 AM
We are currently working to address this issue by providing the ability for you to filter columns (and rows) on any table you bring into Customer Insights - Data.
The plan is to provide a column (and row) filter link next to each table you bring in, on the Tables main page.
When you filter columns, we will provide a search field that allows you to show only fields that contains your search text, such as "Address" for example. This would show all fields with 'address' <case insensitive match> in the field name. You could then Select All, Deselect all, or Shift-Click or Ctrl-Click columns you wish to include/exclude.
Using this pattern, you should be able to quickly find and select (or deselect) through a large set of fields to get the fields you wish.
This will work for not only tables used in Unification, but any table used in Customer Insights - Data.