Table Relationships

You can connect separate tables via their shared dimensions using Dimension Relationship on Presight.

For example, in the Invoice table, each invoice line has a Customer ID, showing who is buying the products. Then, you will need to see all information about that customer: name, location, age... for further analysis, and the information belongs to Customer table. You will need join two Tables via dimension Customer ID

1. Joining tables to make Relationships via Data Relationship

You can create relationship via table view at Data Hub, tab Data Relationship:

You can just click, drag and drop at the column from one table to another column at another table to create relationship, then, a pop-up will appear for you to choose Relationship Type:

Choose the Relationship Type:

• Belongs to (Many to 1): when many records from Table A belong to one single record in Table B.

• Has Many (1 to Many): when one single record from Table A has many records in Table B.

• Has One (1 to 1): when one single record from Table A has only one record in Table B.

Editing Relationships at the Data Diagram

You can also edit or delete relationships on the Data Diagram, by clicking on the relationship arrow and choose to View/ Edit Relationship or to Remove Relationship:

2. Creating Relationships by editing a dimension

• Find the Dimension you want to add a relationship and click Edit:

• Move to the tab Relationship, and choose Edit Relationship

• A box Add Another Relationship will appear and allows to add relationship.

• Choose the correspondent dimension from another table. In this case, dimension Customer ID from Table internetSales will match with dimension CustomerKey from Table surveyReponse.

• Choose the Relationship Type

• Then, click Update Relationship to finish the process

You can add many relationships once by clicking Add Another Relationship.

Editing Relationships via editing Dimensions

You can edit or delete relationships in Dimension details:

• To edit, just change the Relationship Type, then then Update Relationship to save you changes;

• To delete, click on the Trash icon , then Update Relationship to save your deletion.

3. View Connected Tables

You can view all table that are connected to the observing table by hover at the related dimension, the number shows how many tables are connected.

You can click on Show All Connected Tables to view all the tables.

Click on Show All Connected Tables if you wish to hide connected tables.