Features of the Data Model Editor

The data model editor enables you to combine data from multiple data sets into a single XML data structure.

Data sets from multiple data sources can be merged either as sequential XML or at line-level to create a single combined hierarchical XML. Using the data model editor you can easily combine data from the following data set types: SQL query, OLAP (MDX query), LDAP, and Microsoft Excel.

The data model editor is designed with a component pane on the left and work pane on the right. Selecting a component on the left pane launches the appropriate fields for the component in the work area.

The data model editor supports the following

  • Group data - Create groups to organize the columns in your report. Groups can do two things: separate a query's data into sets, and filter a query's data.

    When you create a query, the data engine creates a group that contains the columns selected by the query; you can create groups to modify the hierarchy of the data appearing in a data model. Groups are used primarily when you want to treat some columns differently than others. For example, you create groups to produce subtotals or create breaks.

  • Link data - Define master-detail links between data sets to group data at multiple levels.

  • Aggregate data - Create group level totals and subtotals.

  • Transform data - Modify source data to conform to business terms and reporting requirements.

  • Create calculations - Compute data values that are required for your report that are not available in the underlying data sources.

The data model editor provides functions at the element level, the group level, and the global level. Note that not all data set types support all functions. See the Important Notes section that accompanies your data set type for limitations. The figure below highlights some of the features and actions available in the data model editor.

Launch the Data Model Editor

Launch the data model editor from the header or from the Home page.

To launch the Data Model Editor:

  • Use one of these ways:
    • Click New and then click Data Model.

    • Under the Create region, click Data Model.

About the Data Model Editor Toolbar

The data model editor toolbar on the top provides you the options to manage private data sources, view data, create report, and save the data model.

Option Description
Validate Validate the queries used for data sets, LOVs, and bursting definitions.
Manage Private Data Sources Connect to private data sources for your personal use that do not require setup by an administrator.
View Data Display the Data tab where you view and generate sample data.
Create Report Create a new report with this data model.
Save / Save As

Select Save to save your work in progress to the existing data model object or select Save As to save the data model as a new object in the catalog.

If you create a data model and then navigate out of the data model editor without saving it, a draft or temporary data model entry may display in the Recent section of the Home page. These entries cannot be manually deleted, but are automatically deleted after 24 hours.

Help View online help.

About the Interface

By default, the data sets that you created are shown in the Diagram View as separate objects.

The data set structure builder has three views:

  • Diagram View - The Diagram View displays data sets and enables graphically creating links and filters, adding elements based on expressions, adding aggregate functions and global-level functions, editing element properties, and deleting elements. The Diagram View is typically the view you use to build your data structure.

  • Structure View - The Structure View has two modes:

    Table View and Output

    The table view displays element properties in a table and enables updating XML element alias names, presentation names of the elements, sorting, null values, and reset options. The image below shows the structure Table View.

    The Output view provides a clear view of the XML structure that is generated. The Output view cannot be updated. The figure shows the Output view.

  • Code View - The Code View displays the data structure code created by the data structure builder that is read by the data engine. You can update the content in code view. The figure shows the code view.