[SalesForce] Data relationships and filters

When building a filtered data extension X, based on a data extension A with data relationships (A to B and B to C).
We can easily filter A on a field in B. We can also filter B on a field in C. We can also see fields in C, when filtering A. But using them as conditions in our filter, always returns 0 rows. Even though we can repeat same filtering using a query, and get a number of rows returned.

Shouldn't this be possible? We have contacted SFMC support, and can't get a clear answer back from them.

Best Answer

This may seem anecdotal but I have seen on more than one occasion that Marketing Cloud has a very hard time with multiple exclusions and every time I split it apart to filter one thing at a time, it manages to do it better. I will mention I've seen this happen more frequently with Queries than with Filtered DE's but the same logic looks like it applies. Can you try spreading them out?

Related Solutions

[SalesForce] Data Relationships, Data Filters and Automation Studio

Thanks to Jeremy's comment I was able to easily debug the problem I as having with Automation Studio.

If you encounter a problem where everything seems like it is setup correctly, created a filtered data extension to see what data is being pulled and that you have the columns that you are expecting to collect.

I had the wrong source data extension as the source which caused the filter to fail.

[SalesForce] How to Use Marketing Cloud Data relationships to Populate an Email with data from 2 Data Extensions

It is possible to include data from related tables in email content:

https://developer.salesforce.com/docs/atlas.en-us.noversion.mc-programmatic-content.meta/mc-programmatic-content/gtlDataRelationships.htm

For Example:

<html>
   <body>
      {{#=with Order_Details}}
          <h4 class="header">{{[First_Name]}} {{[Last_Name]}}, your order ID is {{OrderID}}</h4>
          <br />
              {{#=each Order_Details}}
                  {{#Products}}
                      <strong>Product Name:</strong> {{Product_Name}}<br />
                      <strong>SKU:</strong>{{sku}}<br />
                      <img src="{{Thumbnail_URL}}" /><br />
                      {{#Product_Ratings}}
                          <strong>Most Recent Review: </strong>{{Last_Review_Text}}<br />
                          <strong># of Ratings: </strong>{{Number_of_Ratings}}<br />
                          <strong>Ave Rating: </strong>{{Average_Rating}}<br /><br /><br />
                      {{/Product_Ratings}}
                  {{/Products}}
              {{/each}}
      {{/with}}
   <body>
</html>

The {{ }} tags are references to the DE's configured with a Data Relationship. Here, we can display data from the Product Ratings DE that relate to the Products DE that relate to the Order_Details DE which references the customer.

Best Answer

Related Solutions

[SalesForce] Data Relationships, Data Filters and Automation Studio

[SalesForce] How to Use Marketing Cloud Data relationships to Populate an Email with data from 2 Data Extensions

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