Datasets contain information on leads, deals, companies, and other items. Each item has multiple datasets that automatically include both standard and custom fields. Use these datasets to create charts and analyze business performance indicators.

Datasets

To start analyzing data on a dashboard, select a dataset and create a chart based on it.

Company — crm_company: Includes basic information about companies, such as their names, industry, details, and responsible users.

Company: custom fields — crm_company_uf: Contains data from custom fields you created, for example, customer categories, additional contact information, and others. This information can be added to your dashboards.

Contact — crm_contact: Includes basic information from standard contact fields. Learn who created the contact, who is responsible for it, and which company it is linked to.

Contact: custom fields — crm_contact_uf: Contains data from custom fields you created, for example, the last call date, client status, and others. This information can be added to your dashboards.

How to create a chart

Use datasets to create charts and monitor employee performance. For example, the charts can show which companies your employees work with and who they communicate with.

Go to the BI Builder and follow these steps:

1. Open the Charts tab.
2. Click + Chart.
3. Select the dataset from the list. If you don't see the one you need, click Add a dataset to create a new one.
   How to create a dataset
4. Choose a format for showing the data: big number, table, line chart, or others.
5. Click Create new chart.

How to blend datasets

Combine datasets to include both standard and custom company fields in your report.

Go to the BI Builder and do the following:

1. Go to SQL > SQL Lab.
2. Select the bitrix24 scheme.
3. Enter the SQL query and click Run.

The new set includes information from the fields that you specified in the SQL query. You can save it as a dataset to create a chart for the dashboard.
Create a chart based on a virtual dataset

If you're blending datasets for the first time, refer to the sample query.

SELECT 
    crm_company.TITLE AS "Company name",
    crm_company.ASSIGNED_BY_NAME AS "Responsible person",
    crm_company_uf.UF_CRM_1730983962844 AS "Custom field",
    crm_company.PHONE AS "Company phone number",
    crm_company.EMAIL AS "Company email address",
    crm_company.WEB AS "Company website"
FROM 
    crm_company
INNER JOIN 
    crm_company_uf ON crm_company.ID = crm_company_uf.COMPANY_ID
WHERE 
    crm_company_uf.UF_CRM_1730983962844 IS NOT NULL AND crm_company_uf.UF_CRM_1730983962844 <> ''