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Cross-source questions

Cross-source questions: one answer from two systems

Ask one question across Salesforce, NetSuite, SAP, Snowflake, ServiceNow and Workday. Nexatron joins each system’s results with lineage, without a migration.

Short answer

A cross-source question needs data from two systems, such as open pipeline in Salesforce beside overdue invoices in NetSuite. Nexatron queries each system within the asking person’s access, combines the results in an isolated step inside your workspace, and returns the generated query for each source, so a reviewer can see which system supplied which figure.

Systems teams join most

  • Salesforce and NetSuite in one question

    Ask questions that join Salesforce opportunities with NetSuite invoices and receivables, with the query and lineage for each system in the answer.

    Salesforce and NetSuite are both available.

  • Salesforce and SAP S/4HANA in one question

    Ask questions that join Salesforce opportunities with SAP S/4HANA sales orders, deliveries and billing, with the query and lineage for each system.

    Salesforce and SAP S/4HANA are both available.

  • HubSpot and QuickBooks in one question

    Ask questions that join HubSpot deals and companies with QuickBooks invoices and payments, with the query and lineage for each system in the answer.

    HubSpot and QuickBooks are both available.

  • Snowflake and Salesforce in one question

    Ask questions that join Snowflake usage and finance data with Salesforce accounts and pipeline, each read as the person asking, with lineage.

    Snowflake and Salesforce are both available.

  • ServiceNow and Workday in one question

    Ask questions that join ServiceNow incidents and SLAs with Workday organizations and headcount, with the query and lineage for each system in the answer.

    ServiceNow and Workday are both available.

  • SAP Ariba and SAP S/4HANA in one question

    Ask questions that join SAP Ariba spend, contracts and invoices with SAP S/4HANA purchase orders and suppliers, with lineage for each system.

    SAP Ariba and SAP S/4HANA are both available.

How a cross-source answer works

  1. Each system is queried within the person’s access

    Nexatron sends each part of the question to the system that holds it. A system each person signs in to answers as the person asking, and a shared connection reads the same data for everyone enabled on it.

  2. Results are joined inside your workspace

    Nexatron combines each system’s results in an isolated step inside your tenant when the question is asked. Nothing has to be consolidated into a warehouse first, and there is no pipeline to build.

  3. The queries come back with the answer

    The answer carries the generated query for each system and how many records matched, so a reviewer can check which system supplied which figure and repeat the check later.

  4. Joins follow links found at setup

    Nexatron joins on the links setup found between the systems, and says how many records matched. If no record matches, it says so and marks the figures as uncertain.

  5. Currencies are never added up as they are

    Amounts in different currencies are converted with one system’s own exchange rates where a usable rate source exists, and otherwise shown side by side with the reason.

  6. Longer than a single-source answer

    These answers take longer than single-source ones.

More on how it works and its limits: Cross-source analytics and the guide to cross-source analytics without a warehouse migration.

Bring the question that spans your systems

Name the two systems and the question. We’ll show you what comes back, with the match count from each side.

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