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Data Model Designer

The Data Model Designer is a core component of the application that allows you to design and configure data models, which form the foundation for all views, dashboards, and reports.
Administrators use this tool to decide which tables and views the data model will include, how those tables are linked, which fields are available, and what properties each field will have. General data model properties can also be defined here.

important

A solid understanding of databases, SQL, and underlying data structures is recommended before using this tool.

How Data Model Designer works​

Data Model Designer follows a Create, Link, Configure, Refine, Use process to design and customize data models:

  • Create to start a new data model by selecting a data source, entering a name, and opening the workspace.
  • Link to add tables or views into the Design Graph and join them through related fields.
  • Configure to define fields in the Fields Table, set formats, visibility, and behavior properties.
  • Refine to apply filters using a WHERE clause, add images, hyperlinks, calculated columns, and advanced window functions.
  • Use to preview and validate the SQL statement and sample data, then save the data model for use.

Benefits of Data Model Designer​

  • Centralizing data modeling: Build all table relationships, fields, and properties in one unified interface.
  • Visualizing data connections: See and manage how tables and fields are linked.
  • Filtering relevant datasets: Limit returned data with precise WHERE clauses.
  • Reusing across views: Create standardized data models that can be reused.

Scenario​

Follow this scenario to create a fully functional data model:

  1. Data Model - Create a data model.
  2. Tables and Views - Add tables and views.
  3. Joins - Link tables through joins.
  4. Fields - Define fields and set their properties.
  5. Images and hyperlinks - Optionally display images and add hyperlinks.
  6. Window functions – Add advanced calculations.
  7. WHERE clause - Build filter conditions.
  8. Preview and validate – Check SQL and sample outputs.
  9. Save data model – Commit changes.