Creating Assets

Creating Models

6min

What are Models?

Models are saved maps of how Tables are related to each other.

  • Using Models, you can save relationships between Tables
  • Models can be reused in multiple Views
  • Models can be shared internally or externally (Sharing Guide)
    • To share a Model, the recipient must have access to all Tables used in that Model
    • To share a Model, the sharer must be an owner of all Tables used in that Model
  • Use Models to save time building views
  • Models don't contain any Table data, other than the Table names and related columns.

The Model Builder

The Model Builder process will look familiar if you've built a View (it's the same process without Step 3).

Create a New Model

1. Go to where you want to save your Model in the Assets Dashboard

First, you'll want to navigate to where you'll want the new Model to be stored in your folders in the Assets Dashboard. You can always change an asset's location later, by selecting the asset and click the Edit -> Location button.

2. Select New->Model

Click the "New" button in the top right of the Asset Nav window and select Model from the dropdown.

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Model Builder Step 1: Select Assets

Start by selecting the Tables you want to include in your Model. You can also leverage existing Model to build new Models. Selecting a Model will bring all tables and relationships included in that model into your new Model.

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Select the Assets you want to include in your Model using the folder navigation panel on the left. Click the Add Assets to Selection button to add assets to your view.

Click the Step 2: Define Relationships button or tab to move onto the next step.

You can create a View that only contains 1 Table. This can enable the sharing Table data with other users while restricting column visibility, changing column names, and column ordering.

Model Builder Step 2: Define Relationships

Next, you need to define the related columns between the Tables in your Model.

This allows you to combine the data between two separate tables into one.

Add New Relationship
Add New Relationship

Define Related Columns
Define Related Columns

  1. Create new relationships by clicking the Add New Relationship button.
    Related columns must be the same column type.
  2. The guide in lower left will tell you which Tables you've selected have relationships.
    All Tables must be related to each other.
  3. Test your Model by clicking the Test Model button at the bottom of the page.
    This is only a preview of how a View would look if you created one using this model. Models don't contain any data.
  4. Name your Model and give it a description.