Create a record

After your data source is defined and tables from the data source are selected, you can create a new record.

Records represent the business-level facts, transactions, or changes in the data. Using records, you can specify and aggregate the necessary fields and data points of a specific business event drawn from one or more database tables. Records are then used to calculate metrics.

  1. Navigate to the Documents Tree and click Guide.

  2. On the Guide screen, select Add new record.

  3. When prompted to enter a record name, type Orders for the New Record Name and click OK.

  4. To store your data in Insight project database, change your record settings from On-demand, do not store to Store, using overwrite logic. At the top right of the screen, click Change.

    The Storage Details dialog box appears. Select Store, using overwrite logic and click OK.



  5. On the Mapping tab in the Sources section, click to add a new source table.

    The Add Source dialog box appears.
  6. Within the New source type section, select DB table from, and in the drop-down menu, select Adventure Works.

  7. In the Select new source dialog box, select the ellipsis button.

    A list of all the tables available for your data source appears.
  8. In the Documents tree dialog box, select dbo.Orders and click OK.

    Note You can start typing the name of the required table in the top search bar to help find specific tables in a long list. The system automatically lists matching names.
  9. Click OK again to exit the Add Source dialog box and go back to the Mapping tab.

    Now you are able to map data units to the records that you want to define. On the left, you can see all the fields available for the selected table. On the right, there is a space for defining the record.

  10. Start defining the record by clicking and dragging fields from the left section into the record section on the right. Choose fields that you might want to use later for various metrics. Drag the OrderDate into the record section.
  11. When prompted to set the Time Filter on the OrderDate field, click Yes.

  12. Drag the OrderID now. Add as many records as needed to thoroughly define and build your metrics. Also drag the ShipCity and the ShipCountry.

  13. Save the record.

    The following dialog box appears.



    Click Apply to apply and save your database changes.