Metadata is basically a logical db schema which gets stored locally in Helical Insight server and allows users to define which tables, columns they would want to keep. Thus, different Meta data can be created for different set of users like finance metadata, sales metadata, operations metadata which then can be shared to the relevant set of people. This will not only increase the performance but also help users to see only relevant tables and columns they are interested in.
Metadata further also allows users to define/edit ‘Joins’ (over and above present in database), write ‘Alias’ name for column and apply ‘Data security’.
To create a meta data, user has to create a data source initially. Without a data source, meta data cannot be created. The steps for creating a meta data are as follows:
Step 1: Click on the ‘Meta data’ button present besides ‘Data sources’
Step 2: Select the type of data source from the list
Step 3: Select the data source on top of which the metadata is to be created
Step 4: Select the catalog from the list and click on next button
Step 5: Select the required tables from the list and click on ‘next’ button
Step 6: Select the columns that would be required to create Reports/Dashboards from the list and click on ‘next button’
Users could also make selection using buttons like select all, none or inverse
Now while the user is creating a meta data, he/she can give alias names, create joins, create views and apply columnar/tabular security.
Step 7: To a give an Alias name to a particular column, click on the column on the left panel and give the alias name. Alias names are given if the column names are far too complex to understand for a business user.
Step 8: To create joins, click on ‘Joins’ tab. User can then see the joins which are already present in the database. To create a new join, click on ‘add’ button present on the right corner as shown in the image below. Now select the columns from the panel in the left and drag them into the empty fields. Select the type of join and click on save finally.
Step 9: Users can add ‘Views’ by writing a SQL statement and then this ‘View’ can be used directly in the adhoc interface to create report. For know more about ‘Views’ Click Here
Step 10: The info tab shows the information of current database that is being used to create metadata. User also has the option to change the data source by clicking on ‘Change datasource’.
Helical Insight gives an advantage to the users to apply ‘Security’ to the table/column. Data security can be applied as follows:
Step 11: Click on the ‘Security’ tab, enter the relevant details for applying security, validate and apply. For more information Click Here
Step 12: Save the metadata by clicking on the ‘save/save as’ button Note: Users can skip steps 7, 8, 9, 10 & 11 and directly click on save button to create metadata.
To edit a metadata, click on ‘Edit’ button after step 1 and follow the same steps
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