Metadata Canvas View Tabs

In this section:

You can switch to different views in the Metadata canvas to edit different aspects of your data source more efficiently.


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Field View Tab

The Field View tab is accessible when you are creating or editing a synonym. From this tab, you can see a table with all available fields. This is the default view tab when you are creating or editing a synonym.


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Segment View Tab

The Segment View tab is accessible when you are creating or editing a synonym. The Segment View tab shows the segments that the synonym contains.


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List View Tab

The List View tab is accessible when you are creating or editing a synonym. The List View tab shows the fields in list form, with their properties displayed next to their name.


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Modeling View Tab

The Modeling View tab is accessible when you are creating or editing a synonym. The Modeling View tab shows a graphical representation of the synonym. You can use the Modeling View tab to define dimensions for OLAP analysis, view Join properties, create cluster Joins, and add or edit segments.


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Text View Tab

The Text View tab is accessible when you are creating or editing a synonym. The Text View tab shows the Master File in a text editor. You can manually edit the file from this tab.


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Access File Text View Tab

The Access File Text View tab is accessible when you are creating or editing a synonym. The Access File Text View tab shows the description of the Access File for a synonym, which is used to access the database.


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Enhancing Synonyms Using the Modeling View

In this section:

How to:

Reference:

The Metadata canvas Modeling View tab provides a visual presentation for the synonym for which positioning is preserved and stored in the Access File. Use the Modeling View to define dimensions for OLAP analysis, view join properties, create cluster joins, and add or edit segments.

Note: The Modeling View is not available for Cube data sources.



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Procedure: How to Enhance Synonyms Using the Modeling View

Use the Modeling View to enhance a synonym by adding a segment.

  1. Click the Modeling View button in the View Group.
  2. Right-click a segment in the workspace.
  3. Insert segments through one of the methods listed:
    • Reference to Existing Synonym adds an existing synonym as a segment to the current synonym.
    • Copy of Existing Synonym enables you to add a table as a segment from an existing synonym.
    • Segment via Metadata Import enables you to add segments by using the Create Synonym tool. This tool creates a synonym and includes it as a segment in the synonym from which the tool was launched.
    • Segment Manually enables you to add segments manually to the current synonym.


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Procedure: How to Edit Synonyms Using the Modeling View

To edit synonyms using Modeling View:

  1. Right-click a segment icon in Modeling View.

    A shortcut menu appears, providing options for adding segments.

    Note: Options for adding segments are also available from the icons above the workspace.

    To insert a segment from an existing synonym:

    1. Select Insert, then Reference to Existing Synonym from the shortcut menu.

      The Insert Reference to Existing Synonym as Child dialog box opens.

      Columns can be customized and sorted. Synonyms displayed in this dialog box are based on the Reporting Servers APP Path configuration.

    2. Click a synonym and click Select.

      The segment is added to the synonym.

    To insert a segment via Metadata Import:

    1. Select Insert, then Segment via Metadata Import from the shortcut menu.

      This method enables you to launch the Create Synonym tool, create a synonym, and incorporate it as a new segment in the synonym from which you initiate the import.

    2. When this option is selected, you are first presented with the Select Adapter dialog box where you can select a configured adapter connection to continue or configure a new adapter, if necessary, as the following example demonstrates.

      The segment is added to the synonym.

    To insert a segment manually:

    1. Select Insert, then Segment Manually.

      The segment is added to the Modeling View and a default field is created, using a default segment name.

    2. Attributes for the new segment or segments can be modified in the Modeling View tab through the Properties window or from the other views.


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Modeling View Shortcut Menu

When you right-click a synonym or segment in the Metadata canvas Modeling View tab, a shortcut menu appears.

The shortcut menu has the following options:

Collapse Segment

Changes the view from a file icon to a table view, which enables you to see columns, sample data, and sample data parent keys.

Tip: You may also double-click a file icon to open the table view. Double-click the table to close the table view, or click the X button from the toggle toolbar to close.

Join Properties

Provides access to the Join Properties window.

Data Profiling

Provides the characteristics of the data for a segment.

Sample Data

Displays sample data in the workspace.

Sample Data with parent key

Displays sample data with parent key in the workspace.

Insert
  • Reference to Existing Synonym. Enables you to reference an existing synonym as a segment to the current synonym.
  • Copy of Existing Synonym. Copies an existing synonym to the current synonym.
  • Segment via Metadata Import. Enables you to create a new synonym through the Create Synonym tool and add it to the current synonym.
  • Segment Manually. Inserts a segment to the current synonym, that must by coded manually.
Delete

Deletes the segment.

Rename

Enables you to rename the segment.



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Join Editor Dialog Box

When you right-click a segment and select Join Properties, the Join Editor dialog box appears.

The Join Editor dialog box contains Left and Right Source columns, Join Type, and Join Condition options, as well as One-to-Many and One-to-One choices. Use the left and right source columns to create join maps and view sample data.


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