Modifying the QQube Data Model in Power BI | CLEARIFY

About the QQube Data Model in Power BI

We provide - for every analytic - default Data Models containing the most commonly used fields, to allow the average user to get started without having to deal with the complications of tables and relationships, or become overwhelmed with a long list of pieces and parts.

In this guide we give you information about the default data models we have created, and information about how to modify them.

Default Data Structure

All analytics contain:

• One FACT table that contains values
• Multiple DIMENSION tables that you measure by, e.g.
  • Lists like account, items, classes
  • Dates
  • Document Attributes like terms, ship method, paid/open status
  • Line Attributes like billable status, item custom field

We change the name of the original fields.  For instance we change the original name of "SalesTxn Document Transaction Number" to just "Document Transaction Number". 

We also hide fields that might be used in a report, but not in an analytic.  For instance we would hide an address street field, because you wouldn't normally filter something by "1223 Main Street".

Relationships

There is only way to connect one table with another - even if you are an advanced user who wants to construct a different type of model.

IMPORTANT: Do not ever use the Autodetect feature.

There are two ways to view the relationships. (Both are on the main PowerBI window).  The first is the list option:

Here is the visual model:

Viewing and Modifying the QQube Data Model

To view the Data Model:

1. The folders (tables) are listed on the left hand side and are pre-connected.
2. The actual fields (for the folder you highlight) are in the middle
3. The settings are organized on the right hand side and include the various modification steps you take - allowing you to revisit and change your modifications at any point in time.

Using the Applied Steps to Hide/Show/Rename Fields

Each QQube Pre-Built Analytic will have four steps in the Applied Steps area:

• Source which points to the QQube Data Source
• Navigation which shows the selected QQube table
• Removed Other Columns which shows what fields were kept/hidden
• Renamed Columns which shows all of the columns in the middle section after they have been renamed.

You don't need to do anything with Source or Navigation.

Keep/Hide Columns

• Start with the list of columns that show what has been already removed
• Do NOT un check any fields that begin with LinkFor or LinkTo as they are the fields needed to link one table to another.

Rename Columns

Clicking on the "Renamed Columns" (NOT the "x") will show the grid of fields after they have been renamed.  If you want to change it to something else, just Double Click anywhere in the header.

Applied Steps for Advanced Users

There is an Advanced Editor that gives you a behind the scenes look at the above steps.