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Overview
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The two major steps in creating a view include:
- Relationship Entity Diagram
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- - selecting the tables you need from your database and defining how data in these tables are joined
- View Field Selection
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- - defining which fields you wish to make available from these tables and providing metadata for them.
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See Views
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for more information.
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Create
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1. Start the View creation process by using one of these methods:
- Left Side Nav - open the left side navigation panel, click on Create, select the View option
- Top Right Button - click on the create button, select the Viewoption.
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- Admin Console - navigate to the Admin Console, open the Views section, click on the Add button.
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2. From here you will need to either;
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This section will walk through the initial steps of creating the view, including selecting the data source connection to base it on and the builder type to use.
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We're going to select Ski Team from the source type list.
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Entity Relationship
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See Drag & Drop View Builder for more information.
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Selecting Fields
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Field Categories & Meta Data
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the Unattached
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panel in folders that represent the tables that they originated from. These fields have not had meta data associated with them
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be used by your report writers. You must assign fields to categories (folders) in
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the Available Fields
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panel. The reason you do this is to organise you fields in a way that is logical for the Report Writer, giving you the chance to group them differently than the table structure in the database.
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Field Format
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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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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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Further Information
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the Views
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section of the wiki.
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