Page History
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Overview
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The two major steps in creating a view include:
- Relationship Entity Diagram - selecting the tables you need from your database and defining how data in these tables are joined
- View Field Selection - defining which fields you wish to make available from these tables and providing metadata for them.
See Views for more information.
Entity Relationship
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See Drag & Drop View Builder for more information.
Selecting Fields
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Field Categories & Meta Data
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Field Format
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See Field Format for more information.
Calculated Fields
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Calculated Metric
This type of calculated field allows you to build a calculation that will return a numeric value as the result. In this example we will aim to calculate profit by subtracting cost from invoice figures.
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See
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See View Calculated Fields for for more information.
Date Hierarchy Fields
Date Hierarchy calculated fields allow you to build levels of a hierarchy based on a single date field in your database. This can then be used to define Drill Down hierarchies, or for other purposes in reports.
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Drill Down Hierarchy
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View Summary & Saving
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