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How can I get both account-contact and orphan contact in OTBI Analysis?

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Hi,

Is there a way for me to get all contacts that are associated in an account and contacts that don't have an account in OTBI analysis?

I am using subject areas below and trying to create a left join, but it is not working.

I am also trying to use 'OR' but I am only getting blank data.

Maybe I am doing it wrong or is it just not possible in how the subject areas work?

Hoping that you can give me some suggestions. Thank you!

Answers

  • Riyaz Ali-Oracle
    Riyaz Ali-Oracle Rank 6 - Analytics Lead

    Hi Ivony,

    Looks like you're trying to retrieve both contacts associated with an account and those without an account in OTBI, but the left join isn't working as expected. This is a common challenge when working across multiple subject areas in OTBI.

    Check the Below:

    1. Understanding OTBI Subject Area Joins:

    OTBI does not support traditional SQL joins like LEFT OUTER JOIN across different subject areas. Instead, it relies on predefined joins within each subject area. If the subject areas you're using do not have a direct relationship, the join may not work properly.

    2. You can try the below:

    A. Using a Union Query Instead of a Left Join
    Since OTBI does not allow custom joins, you can try using a Union query:

    Create one analysis for contacts with accounts.
    Create another analysis for contacts without accounts.
    Use a Union report to combine both datasets.

    B. Using a Common Dimension for Linking
    If your subject areas share a common dimension (e.g., Person ID or Contact ID), ensure that:

    Both subject areas include the same dimension.
    You add a measure from each subject area (OTBI requires at least one measure per subject area).

    C. Checking Filters & Data Visibility
    If you're using an OR condition, ensure that it is applied correctly.

    Try running the query without filters to see if data appears.
    Verify that security settings allow access to both contact types.