Creating a Data Model

To create advanced reports, you must use the reporting views to create a data model for your report. A data model is an object that contains a set of instructions for retrieving and structuring data for a report. Using SQL statements or the Query Builder, you must select columns from the views to create a data set that contains the data you want to include in your report data model.

To create a data model:

1. Select New and click Data Model.
2. In the Diagram tab, expand the New Data Set list and click SQL Query.
3. In the New Data Set - SQL Query dialog box, complete the following:
   1. In the Name field, enter a name for the query.
   2. In the Data Source list, select an EnterpriseTrack data source.
   3. In the Type of SQL list, select Standard SQL.
   4. Click Query Builder.
4. In the Query Builder window, complete the following:
   1. In the Schema pane, select a schema table.
   2. Navigate to the Conditions tab and add conditions and functions to the columns.
   3. Navigate to the SQL tab and verify the SQL query.
   4. Navigate to the Results tab and verify the results of the query.
   5. Click Save.
5. In the New Data Set - SQL Query dialog box, click OK to save the data model.
6. In the Data Model tree, expand Data Set and select a data set.
7. In the Data tab, click Save As Sample Data.
8. Browse to the EnterpriseTrack reports folder (for example, ET_Reports) and save the data model.

Related Topics

Generating Reports

Creating a Report