Say Goodbye to Data Silos: How Data Relationships Bring Your Templates Together
If your data feels like it lives on a collection of isolated islands, you are not alone. Many teams work across separate templates and rely on complex workarounds just to connect the dots between related datasets. It is time-consuming, frustrating, and makes it nearly impossible to see the full picture of how your data relates across workflows.
That is exactly the problem we set out to solve with Data Relationships.
What Are Data Relationships?
Data Relationships give administrators the ability to connect up to 8 templates based on shared values. For example, you can use a shared Campaign ID to link an Ad Set directly to a Campaign, creating a clear, traceable connection between related data points.
The feature introduces a new object called a View. Think of a View as a bridge that ties your separate workflows into one cohesive ecosystem. Importantly, this new layer of connectivity sits on top of your existing setup. It does not change or disrupt the template behavior your teams already depend on.
3 Three Reasons Your Team Will Love It
Setting up a View unlocks meaningful benefits right away.
- Seamless Navigation. Jump directly between connected datasets within any View the dataset is in. No more hunting through separate files or toggling between tabs to find what you need.
- Streamlined Exports. Analytics teams can export related data in a single batch, simplifying downstream reporting. Each column header in an export includes the template name followed by the field name, so there is never any confusion about where data came from.
- Views Grouping. Once toggled on, Views let you see all related templates grouped together in a single, unified structure — giving your team an at-a-glance picture of how your campaign hierarchy fits together inside Claravine.
How to Set Up Your First View
Getting started is straightforward. Here is a step-by-step walkthrough.
Step 1:
- Navigate to Structures in your main navigation. This is where you will find the View object alongside your existing templates.
Step 2:
- Before building your connections, make sure each template you want to connect has a shared field defined. In the field setup of each template, there is a spot where this is configured — this is what enables the relationship to work. A quick way to do this is by using the same field from a field set across multiple templates, which also ensures consistent governance. That said, it is not required — you just need a common value that can be mapped between templates.
Step 3:
- Now you are ready to build your connections. You can connect up to eight templates in a single relationship. When setting this up, ensure you have a key value in the child template that maps back to the parent, such as a shared Media Platform ID.
Step 4:
- Start with the most granular template. This is the most important step for a clean setup. When creating your View, always identify the most granular template first. For a standard media integration, start with your Ad template, then Ad Set, and finally Campaign.
Step 5:
- When exporting, all fields from your selected templates are included automatically. You can toggle visibility on or off to choose exactly what you want to see, including row-level properties such as submission names and dates.
What Is Coming Next?
Data Relationships already lets you create Views, navigate between datasets, export related data, and group related templates using Views Grouping. Coming in Q2: the ability to send outbound data streams directly from related templates — making it easier to push clean, connected data downstream into the tools your team already uses.
This is the foundation of a true Data Dictionary in Claravine, and more is to come.
Data Relationships is available to all Claravine customers. Reach out to your account team to get started.
