Data connections let you connect the variables in your model to data sources, to pull in historical data.

When a variable is linked to data, it will take its value from the data if such a value exists, and will fall back to its own formula if a value doesn't exist. You can use this to perform forecasts based on historicals.

Connecting a data source

  1. Go to the Data Sources dropdown menu in the bottom section of the screen, and click on New Data Source.
  2. Select the data source type.
  3. Follow the instructions in the modal that pops up.

Linking a variable to a data range

Here's how to connect an existing variable to a data item:

  1. Hover over the variable name.
  2. Click on the data icon, and click the "+" button.
  3. Select a data item from the dropdown.

Working with Categories and Data

Check the categories page.

Transforming a data item

If your data item is broken down by a category you can transform the data item by aggregating the category (Causal uses the variable's category aggregation function), filtering category items, or grouping by another category.


Linking a variable to multiple data items

Often your chart of accounts is more detailed than your forecast.