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Defining Relationships

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Modified on Tue, 02 Apr 2013 10:36 AM
Click to return to: Documentation | Defining Virtual Tables


Overview

If your virtual table is based upon two or more data structures, you must define relationships (&ie; joins) between those data structures. For example, you can add a relationship to specify that two data structures are to be combined using an inner join.

Note: Relationships may have already been defined for you automatically if your database contains foreign key relationships between your data structures. In this case, you can review the existing relationships and edit them if required.

Adding a relationship

To add a relationship to a virtual table:

  1. Click the Data Sources tab in the Virtual Table Designer. Any existing relationships associated with your virtual table are displayed in the lower grid.
    Table showing current set of relationships for a virtual table.
  2. Click Add Relationship. The Add Data Relationship Wizard is displayed. You can use this wizard to define a relationship between a parent data structure and a child data structure.
  3. In the Add Data Relationship Wizard, choose a parent data structure by using the Parent structure dropdown list.
  4. Choose a child data structure by using the Child structure dropdown list. A default name for the relationship appears in the Name box.
  5. (Optional) Enter a new name for the relationship in the Name box.
  6. (Optional) Enter a description for the relationship in the Description box.
  7. Choose the type of relationship by using the Relationship dropdown list. Dundas Dashboard supports the following types of data relationships:
  8. Click the grid cell in the first row of the Parent Column. Use the dropdown list in the cell to choose a column from the parent table if the default choice is not appropriate. For example, you can choose the column that contains the primary key for the parent table.
  9. Click the grid cell in the first row of the Child Column. Use the dropdown list in the cell to choose a column from the child table if the default choice is not appropriate. For example, you can choose a column that contains a foreign key corresponding to the parent column.
    The Add Data Relationship Wizard.
  10. Click Finish. The Add Data Relationship Wizard closes. The new relationship is added to the lower grid in the Data Sources tab.
    Grid showing updated set of relationships for a virtual table.

Editing a relationship

To edit an existing relationship of a virtual table:

  1. In the lower grid of the Data Sources tab in the Virtual Table Designer, click the Edit button in the Action grid column that corresponds to the data relationship you want to modify. The Add Data Relationship Wizard is displayed.
  2. Follow the steps as shown in the previous section, Adding a relationship, in order to change the relationship settings.

Removing a relationship

To remove a relationship from a virtual table:

  1. In the Data Sources tab of the Virtual Table Designer, click the Remove button in the Action grid column that corresponds to the data relationship you want to remove.
  2. When prompted with the confirmation message, click Remove.
    Removing a relationship from a virtual table.

Summary

You have defined the relationships between the data structures comprising your virtual table. The next step is to choose the data columns that you want from these data structures and configure their properties.

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Click to return to: Documentation | Defining Virtual Tables

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