The Data Model/Relationships page allows you to manage relationships for tables, views, and stored procedures. This page is located in Settings and is usually only accessible to Administrators.

• STEP 1: Go to Settings > Data Setup > Data Model in the left menu.

• STEP 2: Select Relationships in the middle panel.

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Figure 2.1

• STEP 3: Relationships for all visible data sources will be displayed.

• STEP 4: By default, only the first page with 10 items is displayed. To see more, use the next page icon or select a larger number in the Items per page box.

• STEP 1: Use the Search box at the top to find specific relationships.

• STEP 2: Select a specific element to search for in the dropdown on the left of the search box. The default selection is All.

• STEP 3: Type a partial name and click the search icon.

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Figure 3.1

• STEP 4: Only the matching relationships will be displayed.

• STEP 1: Click the Add Relationship button at the top. A new empty row will appear at the first line.

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Figure 4.1

• STEP 2: Select the elements of the relationship from the dropdown boxes. Follow this order for convenience:

  • Database Name – your own database

  • Data Object

  • Join Field

• STEP 3 (Optional): Input the PositionID to define the priority of the relationship when querying data.

• STEP 4: Continue adding more relationships if needed.

• STEP 5: Click Save at the top.

• STEP 1: Click the copy icon of a relationship to duplicate its details to a new line beneath.

• STEP 2: Edit the new line to create a new relationship.

• STEP 3: Repeat for additional relationships.

• STEP 4: Click Save at the top.

• STEP 1: Edit any relationship directly on the page.

• STEP 2: Click Save at the top to apply changes.

• STEP 1: You can only delete relationships newly created in the Data Model. Relationships created from the physical database cannot be deleted; the delete icon will be disabled.

• STEP 2: Click the delete icon (x) for the relationship you want to remove.

• STEP 3: Click OK in the confirmation pop-up.

• STEP 4: The relationship will be deleted.

Insights default dataset linkages: Insights - Default Dataset Linkages.xlsx

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