Infor Birst Modeler User Guide

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Modeler overview
Supported databases for Extraction and Live Access
Live Access source schema and compound tables
Relating Data
Modeling ADR Spaces
Relating Columns Between Tables
Data Models in Modeler Relate and Spaces
Live Access Sources in Modeler Relate
Live Access Source Properties in Modeler Relate
Converting ADR Spaces to New Metadata Infrastructure
Converting an ADR Space FAQs
Modeler Connect
Uploading data source files
Extracting Groups
Connecting to database data sources
Enabling the Do Not Use Prefix Option
Adding Query Based Objects from a Database
Connecting to Cloud Application Data Sources
Creating the Amazon S3 connection
Configuring S3 Data Sources
Appending Files to S3 Data Sources
Automatically appending files to S3 data sources
Creating the Dropbox connection
Configuring Dropbox Data Sources
Creating a Jira connection
Configuring Jira data sources
Connect with JSON Connector
Creating the JSON connection
Configuring JSON data sources
Connect with Modeler REST Connector
URL Conventions
Creating a REST connection
Configuring Objects in Birst from REST Data Sources
REST Object Pagination
Connect with SFTP Connector
Creating a SFTP connection
Configuring SFTP data sources
Configuring Data Characteristics
Creating an Infor Data Lake connection
Configuring the Infor Data Lake data source
Skipping the Connection Preview
Create a Salesforce connection
Connect with Saleforce object using SOQL
Creating Google Analytics (4) connection
Configuring Google Analytics (4) data sources and objects
Birst Cloud Agent
Installing Birst Cloud Agent
Renaming Birst Cloud Agents
Running a Birst Cloud Agent as a Windows Service
Birst Cloud Agent Installation and Upgrade Notes
Starting Birst Cloud Agent in Linux environments (Birst version 7.7.2 or later)
Birst Cloud Agent Memory
Birst Cloud Agent Properties
Using Birst Connect File Connector
Quick file upload
Connecting to Live Access Databases Using Birst Connect
Adding a Live Access Query-based Source
Configuring Live Access Sources in Birst Connect
Setting Query Timeout and Fetch Size
Adding Time Series to Live Access Sources
Editing and Deleting Live Access Connections in Birst Connect
OLAP (XMLA) Cube Live Access Connections
Prerequisites for Connecting to XMLA Cubes
Connecting to Infor OLAP (XMLA) Cube
Editing Objects in Connected Data Sources
Filtering Data Source Columns
Importing Source Data
Connection Requirements Reference
Dropbox Connection Requirements
Import File Requirements
Jira Connection Requirements
Salesforce Connection Requirements
Modeler Prepare
Data Transformation Using ETL
Data Flow and Procedural Scripting for Transformation
Procedural Scripting by Record
Debugging scripts, print, and commenting out lines
Cloning existing sources
ETL Services script functions
ETL Services Input Query (SELECT) Reference
Custom Functions in ETL Scripts
Preparing Data
Creating a Scripted Sources
Managing columns to a scripted source
Copying Scripted Sources
Deleting Scripted Sources
Setting the Status of Scripted Sources
Source Column Properties
Preparing Sources
Changing Column Properties
Changing Source Properties
Example: Modifying Source Data
Data Profiles and Prepared Sources
Refreshing Source Data
Incrementally Refreshing Source Data
Publishing Groups
Creating Publishing Groups
Editing Publishing Groups
Deleting Publishing Groups
Processing Publishing Groups
Time Zone Shifting
Using Time Zone Shifting
Setting the Time Zone of spaces
Setting Time Zones of Source Data
Time zone example using NOW() and NOWDATE()
Data Types
Transformations
Adding Transformations
Add Column transformation
Example Using Add Column Transformation
Using the expression editor for add column transformations
Expression Editor Syntax for Column Transformations
Append Table Transformation
Appending Tables with Non-Matching Columns
Data Type Transformation
Formatting Date and Time Data Types
Date Transformation
Ignore Transformation
Index Transformation
Merge Transformation
Pivot Transformation
Applying Pivot transformations
R Code Transformation
Remove Records Transformation
Managing Data Sources
Changing the status of a data source
Modeler Relate
Creating Relationships Between Columns
Column Relationship Recommendations
Creating Complex Joins
Modifying Column Properties
Hierarchies
Creating and managing hierarchies
Inherited Sources
Creating Inherited Sources
Modeler Data Flow
Defining Column Properties
Editing column properties
Adding Columns to Live Access Sources
Configuring Source Properties
Automatically Targeting Hierarchies
Overriding level key
Set snapshots and transaction policies
Parent Space Information for Data Sources
Custom Time Hierarchies
Creating Custom Time Tables
Creating Custom Time Hierarchies
Creating Hierarchies for Custom Times
Degenerate Dimensions
Creating degenerate dimensions
Data lineage
Data lineage breadcrumb menu path
Viewing data lineage for sources
Publishing in Modeler
Networking FAQs
What is the difference between networks and packages?
How do I access Networks and Packages?
Who would benefit from using Networking?
What can I do with Networking?
What is the Networking Workflow?
How do I create Networks?
Why do I see a Collision Detected error message?
Who should I do if I have issues graining and connecting to specific imported hierarchies.
Creating networks
Connecting to network sources
Creating Prepared Sources from a Network
Prepare Pipeline
Tutorial: creating reports with merge transformations from spreadsheets
Uploading data from spreadsheets, transformation tutorial
Prepare data sources, transformation tutorial
Merge Columns from multiple spreadsheets to a prepared source, transformation tutorial
Renaming columns in the prepared source, transformation tutorial
Merge multiple spreadsheets, transformation tutorial
Relate the prepared sources, transformation tutorial
Create a chart report in Visualizer, transformation tutorial
Display report on a KPI and dashboard, transformation tutorial
Tutorial: creating reports and dashboards from spreadsheets
Connect and upload data from spreadsheet, dashboard tutorial
Prepare the Data Source, dashboard tutorial
Merge columns from multiple spreadsheets to a prepared source, dashboard tutorial
Ignore Unneeded Columns, dashboard tutorial
Create a Chart Report in Visualizer, dashboard tutorial
Display report on a website and dashboard, dashboard tutorial
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