Skip to main content

Create and Customize

Build a new data model and configure it to meet your reporting and analysis needs. From creating the model structure to linking tables, defining fields, and applying filters, this section explains each step in the customization process.

In this section:

TopicDescription
Create a data modelCreate a new data model by selecting the data source, adding a name, and opening the Data Model Designer workspace.
Delete a data modelRemove a data model from the environment when it is no longer needed.
Add and joins tablesInsert tables or views into the Design Graph and create joins between related fields to define relationships.
Define fieldsAdd source fields or calculated columns to the Fields Table, set properties, and control how each column is displayed.
Build where clauseApply SQL filter conditions to limit the data returned by the model based on specific criteria.