Data relations

It is possible to create a relation between data sources in the Dictionary. In order to do this, follow these steps:

1. Right-click the data source you want to relate to another data source or click New Item in the Dictionary menu.
2. Click New Relation in the context menu.
3. Fill out the following information:

• Name in Source:Specify the name for the relation. This is the referent value for the data set in the Dictionary.
• Name: Referent value in a connected report. It can match the Name in Source.
• Alias: A hint for the relation that will be displayed to the user. This value can be more descriptive.
• Parent: The parent data source of the relation.
• Child: The child data source for this relation.

Note The fields under Parent/Child Data Source allow the choice of specific data source columns to be connected in the Parent and Child data sources, respectively.

• Active Relation: Check this box to confirm the use of the configured relation by default, for example, when performing a new data transformation. It is possible to have multiple relations defined between two tables, but only one of them can be active at any time. Marking a new relation replaces any previously active relation.

Note The relations editor has a built-in control. In case of issues with relation creation, an error message will be displayed. New relations cannot be confirmed until all issues are fixed. New relations are shown as part of the Child table in the Dictionary after creation.