Data Management Overview

Data management happens in the Settings menu. This is where you work with datasets, transform data, and create interactive filters.

Data lifecycle

Here’s how data moves through the system:

Integrations -> Datasets -> Modified/Joined/Query Datasets -> Widgets

Data layers

Layer	What it is
Datasets	Raw tables synced from your integrations
Modified Datasets	Transformed versions with filters or calculations applied
Joined Datasets	Combined views linking data from multiple sources
Query Datasets	Reusable SQL-defined datasets for complex custom queries
Filter Variables	Global filters that let dashboard users explore data in real-time

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Accessing data management

Go to Settings in the sidebar. You’ll see these options in the Data section:

• Integrations: Connect new services or manage existing connections
• Datasets: View and manage raw synced tables
• Modified Datasets: Create and edit data transformations
• Query Datasets: Create reusable SQL-defined datasets
• Filter Variables: Configure interactive dashboard controls
• Sync Agents: Manage local agents for on-premise sources
• Data Lineage: See how data flows from sources to dashboards

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Core concepts

Datasets

The foundation. Each integration creates one or more datasets containing your raw data. You can see sync status, row count, and last update time for each.

Modified Datasets

Transform your data before it reaches a widget:

• Filter: Remove irrelevant rows (e.g., “Only tickets from this year”)
• Aggregate: Group and summarize for better performance
• Calculated Columns: Add custom logic without changing the source

Joined Datasets

Combine data from different sources. Example: join Invoices from QuickBooks with Customers from ConnectWise to see revenue per customer category.

Query Datasets

Write SQL to create a reusable dataset. Query Datasets are best for joins, CTEs, window functions, and other custom query shapes that should be reused by Query Widgets.

Filter Variables

Create interactive controls for dashboards. A single filter (like a “Company Name” dropdown) can update every widget on the page at once.

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Data limits by tier

Tier	Max integrations	Total datasets	Filter Variables
Free Forever	1	3	0
Starter	2	20	3
Professional	5	60	10
Business	12	120	50
Starship (Enterprise)	Unlimited	Unlimited	Unlimited

Tip

For large datasets, use Modified Datasets to pre-filter data rather than applying complex filters in individual widgets. It’s faster.

Next steps

• Managing Datasets — View and manage your raw data
• Creating Modified Datasets — Transform your data
• Joining Datasets — Link multiple sources
• Creating Query Datasets — Build reusable SQL-defined datasets
• Configuring Filter Variables — Make dashboards interactive
• Viewing Data Lineage — Understand your data flow
• Change Ticket Links from ConnectWise to MTX — Update ticket links to open MTX