Create a database table data source for reporting and analysis

Follow these steps to create a database table data source for reporting and analysis.

Note: Your database must be up and running in order for you to complete these steps:

1. Log in to the User Console.

2. Click the Create New button, then choose Data Source from the menu.

3. Click the New Data Source button.

   The Data****Source Wizardappears.

4. Enter a name that identifies your new data source in the Data Source Name field.

   The following characters are not allowed in data source names:

   %/:[]*|\t\r\n

   

   Table Data Source Reporting and Analysis
5. Select Database Table(s) from the Source Type drop-down menu. Under Connection, click to choose a database connection.

6. Click to select Reporting and Analysis. Click Next.

7. Choose a schema from the Schemadrop-down menu.

   A list of Available Tables appears.

   

   Table Data Source Reporting and Analysis Available Tables
8. Choose a table from Available Tables and click the Right Arrow to move the table into the Selected Tables field.

   If you add a table you decide not to use, highlight the table and click the Left Arrow to remove it from the list of Selected Tables. To choose multiple tables, press the CTRL key down as you make your selections.

9. Choose a Fact Table from the drop-down list and click Next.

   While you can create a data source from a single table, the more common scenario is that you will choose multiple tables which must then be joined.

   

   Table Data Source Reporting and Analysis Define Joins
10. Choose the fact table from the Left Table drop-down menu, then choose a table to join to it from the Right Table drop-down menu. Click Create Jointo define the inner join between each table.

    The join relationship for each table is based on the field selected and is displayed in the lower portion of the dialog box. To delete a join, select the join and click Delete Join.

    1. Create join conditions for each entry in the Left Table and Right Table drop-down menus.

11. Click Finish.

    The Data Source Created window appears. You can choose to Keep default model or click Customize model nowto launch the Data Source Model Editor and refine the model. Click OK.

    

    Table Data Source Reporting and Analysis Data Source Created

A multidimensional model is generated for use in Analyzer, Interactive Reports, and Dashboard Designer, or the Data Source Model Editor appears.

Note: Before trying to access your new data source in the PDI client (also known as Spoon), you must clear out any shared objects in the PDI client by selecting Tools > Repository > Clear Shared Object.