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Create a model from a data source

note

Excel will be used as a data source in the displayed example.

Create a new data model​

Click New resource > Connect to my data.

Select source​

  1. On the Select Source tab, click the source you want to connect to. Click CONNECT.

  2. From the Connect screen, specify the connection details.

  3. Click Upload file.

Connect​

  1. Leave Data Gateway drop-down item as None unless connecting to an on-premise data source.
  2. Select Upload File and follow the prompts.
  3. Click Test Connection.
  4. Click Next.

Data Gateways reference

Create model​

  1. Change your Model Name if required.

  2. Select the Model Server from the drop-down.

  3. Change the Model Database Name if required.

  4. Use the Deployment Type as displayed in the drop-down.

  5. Click Create Model.

  6. Click Next.

Model servers reference

Models

Select Data​

To add tables from the data source to the Data Model:

  1. Select tables to be added as pipelines using the check box column.

  2. To add the pipelines to the data model, there are two options:

    • Use Add Pipelines to add tables as individual pipelines.

    • Use the Add Pipeline as Union of Tables option from the Add Pipelines drop-down menu, to add a single pipeline created from a union of the selected tables.

  3. Click Next.

Configure calendars​

  1. Change the First Day and Last Day if required.
  2. Select the Date Format from the drop-down.
    • Calendars are automatically created.
  3. Click Finish.

Process the model​

  1. On the design panel, click Process Model and change settings as required.
  2. Click Process.
    • Processing progress will be displayed in the status pane.

Processing and publishing reference

Models reference