Overview of the Discovery Workflow

These steps are typical, but not necessarily sequential or required. For example, you might already have existing data sources. Also, the steps are iterative; after you save a model you can revise it, add new data sources, remove data sources, and perform other editing.

The Discovery workflow is summarized here:

1.

Create one or more data sources.

2.

Index and discover their relationships.

3.

Create a new model in Studio.

4.

Add the indexed/discovered data sources to your model.

5.

Revise the model and relationships:

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Review the tables and relationships in the model.

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Validate or invalidate relationships.

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Rearrange tables and relationships using the graphical editor.

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Filter the display of resources and relationships using the toolbar controls.

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Optionally, define new relationships.

6.

Select resources in the model and create a new view.

7.

Edit the view in Studio.