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Define Fields

Once tables have been added and linked in the Design Graph, you can add fields to the data model. Fields define which data columns from the source tables appear in the Fields Table and can be used in reports or dashboards.

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Make sure the Fields Table is visible by hovering over View and selecting Data Model Fields Table.

Add a field​

Fields that have already been added to the Fields Table appear bolded in the table list. Click a bolded field to locate it in the Fields Table.

  1. In the Design Graph, select a table and click the expand icon in the top right corner.
  2. Right-click the field you want to add.
  3. Select Add Column. The field appears as a new column in the Fields Table.
  4. Repeat for additional fields from any table.
  5. On the File tab, click Save Data Model.

Add a calculated column​

A calculated column uses an expression or formula to derive its value based on other fields or constants.

  1. In the Fields Table, right-click the column where the calculation will be added.
  2. Select Add Calculated Column.
  3. The calculated column appears to the right of the associated column.
  4. Define the calculation as needed in the column properties.
  5. On the File tab, click Save Data Model.

Organize columns​

Change column order​

  1. In the Fields Table, select the column you want to move.
  2. Drag and drop it to the desired position.
  3. On the File tab, click Save Data Model.

Resize all columns​

Use the toolbar actions to adjust column widths:

ActionDescription
Fit Column Width with the ValuesAdjust each column's width to fit its data values.
Increase column widthIncrease the width of all columns incrementally.
Decrease column widthReduce the width of all columns incrementally.

Remove a field​

In the Design Graph​

  1. In the Design Graph, select a table and click the expand icon in the top right corner.
  2. Right-click the field you want to remove.
  3. Click Remove from Columns.
  4. On the File tab, click Save Data Model.

In the Fields Table​

  1. In the Fields Table, select the column to remove.
  2. Right-click the column header.
  3. Click Delete Column.
  4. On the File tab, click Save Data Model.