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  1. New connection - File menu, toolbar, or right-click in tree
  2. Add Tables (requirements are to have primary table select interface be based on Explorer with multi-select enabled, currently only Import Multiple Tables is available)using the Import tables option on the right-click menu

Extra Credit:

  • Duplicate connection (right-click menu) and test connectivity
  • Use SQL Editor (right-click menu) to validate connectivity
  • Test deleting tables, verify deletion using SQL editor, re-add table  

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  1. Add/remove Tables
    1. Drag and Drop from Physical Tables in tree
      1. within tree
      2. onto workspace
    2. Verify all columns are included
    3. Right-click add - test in tree and on the workspace 
  2. Add/remove Columns
    1. All columns should be added when dragging a Physical table onto the workspace or onto a mode in the tree
    2. Add/remove column inside the Business Tables Properties dialog
  3. Create relationships
    1. Multi-select two tables in the Graphical View tab, right-click and select Add relationship
    2. Right-click on 'Relationships' in tree to add a new relationship
    3. Verify the 'Guess Matching Fields' button - should automatically define join fields if it finds matching field names in the two selected tables
    4. Extra Credit - test defining complex join (need an example)

Creating Business View/Categories

  1. Adding Categories using the tree
    1. right-click to add category
    2. add columns from Business Tables using drag and drop
  2. Use Category Editor to build new categories
    1. Add/Delete Categories
    2. Single and multi-select to add columns to specific categories
    3. Adding a Business Tables and included columns by selecting table and arrowing it over
    4. Delete columns

Working with Properties

  1. Test applying standard properties
    1. Apply properties to physical tables/columns, business tables/columns, business view categories/columns
    2. Validate that properties are being picked up by Web-based Ad Hoc Query and Reporting
  2. Test property inheritance
    1. Define properties on the Physical Tables/Columns, validate that these chain down to the Business tables/columns and Business View categoriess/columns
    2. Define properties on the Business Tables/Columns, validate that these chain down to the Business View categories/columns
    3. Test overriding inherited properties in the Business Tables/Columns and Business View categories/columns
  3. Create Custom Properties

Expression-based Columns  

  1. Create Test adding a new, expression-based column to a Physical Table (Hint:  look at how the Total column under the Order Details physical table was built
  2. Try all supported expression types:  SUM, SUBTRACT, MULTIPLY, DIVIDE
  3. Verify that the new column can be used in your Model and associated Business View

Configure Security


Using Concept(s)

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