Deliver Instance Relations

Note: This article is intended for database administrators. Ensure the following tasks are completed by someone with the appropriate database administration privileges.

In a Deliver instance, a relation is a connection between two tables that defines how the data in each table relates to the other. For example, a Customers table and an Invoices table can be related so that the customer name can be shown alongside an associated invoice.

The Relations folder in the table tree lists all relations for a given table. Because the same relation connects two tables, it appears in the tree under each of the related tables.

A newly created relation is given a default name consisting of the two table names separated by a hyphen. This name can be changed as needed.

A relation is made up of one or more relation items — individual field-level mappings between the two related tables.

Add relations

The available settings when adding a relation depend on the endpoint types configured for the Deliver instance.

Add a relation for a Qlik endpoint

On a model where Qlik is the only endpoint type, drag a field from one table to a field on another table and click Yes when prompted to confirm the relation.

Add a relation for SSAS Tabular, Power BI Premium, or Tableau

1. Drag a field from the first table to the corresponding field on the second table. If the cardinality is not one-to-one, drag from the One side table to the Many side table.
2. In the Cardinality list, select the option that represents the relationship cardinality.

   

3. In the Filter direction list, select the direction:
   • To [table]: [Table] is filtered by the other table in the relationship.
   • To both tables: The tables filter each other.
   Note:

   The Filter direction setting applies to SSAS Tabular and Power BI Premium endpoints only.

   

To add a new relation item to an existing relation, drag a field from one table to a field on another table and click on the existing relation in the menu that appears.

Change the default relation

Multiple relations may exist between two tables. Setting a default relation is required in some endpoints.

To set a relation as the default, right-click the relation and click Set as default relation.

Change a relation's cardinality

Each relation has a cardinality. The cardinality is indicated on relation items in the tree as follows:

• -- : One-to-one
• -< : One-to-many
• >- : Many-to-one

To change the cardinality, right-click the relation, click Cardinality, and select the desired option.

Change a relation's filter direction

To change the filter direction, right-click the relation, click Filter Direction, and select the desired option.

Use Prepare instance relations to automatically set Deliver instance relations

If relations have already been defined in a Prepare instance data area, those relations can be brought into the Deliver instance automatically when a data area table is added. For this to work, dimension tables should be added to the Deliver instance before the associated fact table.

The relation fields do not need to be added manually — the relations on the Prepare instance tables just need to be deployed before the tables are added to the Deliver instance.

When the fact table is added, a menu lists all the existing relations. If the fact table contains more than one date field, for example, the specific date field to use for the relationship with a date dimension table can be selected here.

Once complete, the fields used for the relations are added as hidden fields.