Overview

The Data Model acts as the reporting database that Cosmos users utilize to build and run their reports against. Once additional tables and fields are brought into the Staging Area and that data is transformed, you are then ready to integrate the data into the Data Model. This article will cover how to add additional tables and fields to the Data Model.

Details

When adding or removing tables and fields from the Data Model, you will first want to check out the relevant extension that the tables are going to be associated with. Once the extension is checked out, you can navigate to the Data Model section within the Cosmos Portal.

Adding a Table to the Data Model

To add a new table to the Data Model, Add Reporting Table button at the bottom of the field list.

You will then type the name of the table that you would like to create and click the Create button. If you would like to cancel without creating a new table you can click the "X" in the upper right corner of the window to cancel.

The empty table will be created in the table list and fields can then be added to it.

You can then click the "Select Data Sources" dropdown to control which of your data sources will feed into this table.

Next, you will click the + to the right of the Source Tables section to control which data source tables should feed into the new table. You can then click Add selected source table(s) at the bottom to add these.

Adding a Field to a Data Model Table

To add a new field to a Data Model table, you can navigate to the table that you would like to add the field to and click the + to the right of the Field section.

This will open the Add Reporting Table Field window. To add the new field, type the name for the field in the Name field and then select the Type that the field should represent. Possible field types are:

• Boolean
• Date
• Decimal
• Number
• Text

You can also check the "Key Field" box to control if this should be treated as a Key Field or not. By default, the Company and System ID fields are added as key fields for any new table that has a BC data source and this should typically left as the default.

Once the Name and Type field have been set you can click Save to create the field in the table. If you wish to cancel without creating the new field, you can click the "X" in the upper right corner of the window to cancel.

If the field name exactly matches a field in the data source table then the mapping will automatically be done, otherwise you can manually set it as desired.

Removing Tables and Fields from the Data Model

If you need to remove tables or fields from the data model, you can go into the table and field list on the left and click the Delete button to the right of the tables or fields to be removed.