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Hierarchies and Relationships

Hierarchies and relationships are essential for organizing and analyzing data effectively. Hierarchies allow you to structure data into multiple levels, enabling drill-down capabilities for detailed analysis. For instance, a geographical hierarchy might include levels such as Country, State, and City. Relationships, on the other hand, define how different data tables connect, and allows for comprehensive data joining, ensuring data integrity and enabling complex analyses across multiple sources. Datasource Layout

Creating hierarchies and relationships in Infoveave involves a structured process. Here’s a step-by-step guide to help you create hierarchies in Infoveave using the provided instructions

  1. Start by selecting the master Datasource that you want to work with from Studio Datasources. Ensure it contains the primary data for your hierarchy and relationship.
  2. After selecting your master Datasource, click on the Edit icon to enter the designer.
  3. Drag and drop the tables you want to use to create the hierarchies and relationships, from the list of all available datasets.
  4. In the second or dimension dataset, select the key column and click on Add Dimension.
  5. Configure the selected dimension as required by defining the dimension name, key column, order column and description.
  6. Define the hierarchy’s name that reflects its purpose or the data it represents.
  7. Define the attribute column by selecting the column in the dimension dataset that will be linked to the master Datasource’s key column.
  8. After defining the attribute column, select the key column from the second /dimension dataset, which should match the key column in the master dataset. Give this key column an attribute name.
  9. Once you’ve specified the key column and its attribute name, click on Add Attribute.
  10. The added attribute will be listed down, checkbox the option Use in Hierarchy, to use added attributes in the hierarchies.
  11. Click on the Add Dimension button to finalize the configuration. Hierachies
  12. Link the key columns by drawing the connection and ensure that the key columns from both datasets are properly linked. This linkage is essential for the creation of the Relationship.
  13. Once linked, the link will be reflected under the tab Relationship.
  14. After setting up your hierarchy and linking the key columns, make sure to save your changes and apply them to your dataset. Relationships
  15. Your hierarchy is now created and ready for use in your Infoveave analysis. You can use it to organize and explore your data more effectively, drilling down into different levels and dimensions as needed for your business analysis.