Wyn Enterprise User Guide

Wyn Enterprise: Create a Cached Model

The procedure for creating a cached model for a dashboard is composed of four steps - choose the data source, select and edit tables, select and edit columns, and load the data.

In a cached model, you use data from the existing data sources available on the server. The data from these data sources can be added one by one to the data model. Also, note that only one user can edit a cached model at a time.

To Create a Cached Model

Follow the below steps to create a cached model for a dashboard -

  1. On the Resource Portal, navigate to the Create tab and then select Prepare Data for a dashboard.

    Create a Direct Query Model

  2. Click the Create button to create a cached model for the dashboard.

    Create Cached Model

  3. Enter the name for the cached model in the Input Cached Model Name dialog box, and click OK.

    Set the Data Source Type for Direct Query Model

    Note: The model is created and saved as soon as you click OK after providing the model name.

  4. A Data Model Designer appears. Currently, there is no data added to the data model.

    Cached Model with no data

  5. To add data from a data source, click the Get Data button on top of the designer. You can also add data from multiple data sources, one after another, using the following steps.

    Adding data from data sources

  6. In the Get Data window that appears, choose a data source from the list.
    The list shows the available data sources available on the server.

    Add Data from a data source

  7. Click the Next button to proceed further.

  8. Select the tables and views you want to include in the cached model. You can choose to display tables or views in the list by clicking the Tables or Views button, respectively.

    Select and Edit Tables in the Data Model Designer

    You can also customize the tables through SQL expressions through the Add Table by SQL button if they do not meet your requirements.

    Add Data by SQL expressions

    Click the Validate button to verify the SQL expression. Once validated, click the Add Table button to return to the Get Data wizard. If you want to add more tables using SQL expressions, click the Save and Continue Adding button.

  9. If the selected data source uses table/column mapping, you can see the mapped table names in the Alias column. You can add aliases or modify the existing aliases for the table names.

  10. Uncheck the Include current relations option to exclude the existing relations in the selected tables and views. You can uncheck the Include related tables option to exclude the related tables in the selected tables and views.

  11. Click the Next button to proceed further.

  12. Select the columns that you want to include in the cached model, and change the data types for the columns.

    Select and Edit Tables in the Data Model Designer

    You can also customize the columns through SQL expressions using the Add Column By SQL Expression button if they do not meet your requirements. Enter the following details -

    • Table Name - The name of the table where you want to add a custom column.
    • Column Name - The name of the custom column.
    • Type - The data type of the custom column. It can be set to Number, Text, Boolean, Date, and DateTime. If you do not specify the type, the data type is automatically determined based on the SQL expression.

    Add columns by SQL expressions

    Click the Validate button to verify the SQL expression. Once validated, click the Add Column button to return to the Get Data wizard. If you want to add more columns using SQL expressions, click the Save and Continue Adding button.

  13. If the selected data source uses table/column mapping, you can see the mapped table names in the Alias column. You can add aliases or modify the existing aliases for the column names.

  14. Click the OK button to proceed further.

    Now, the data from the data source will begin to load. You can see the loading progress for each table under the Progress column.

    Loading of data

    Once the data is completely loaded, you will see the load status for each table under the Status column, and the number of rows loaded in each table under the Total Number of Rows column.

    Loading of data

    Tip: If you face a failure during the loading of data, a Reload button will appear next to the failed entities. Click the Reload button to load the data again for the failed entities, until they get successfully loaded.

  15. Now, click the Done button.
    Based on the defined settings, a cached model is created as shown below.

    The Data Model Designer displays the aliases for the entities and attributes names defined while editing tables and columns in the Get Data dialog box.

    Data Model Designer

    Use the Reload button in the designer to manually refresh the cached data for the selected entities in the model.

    Reload Data window

To Save a Cached Model

Follow the below steps to save a cached model in Wyn Enterprise.

  1. Click the Save button to use the cached model for binding data in dashboards.

    Save Direct Query Model

  2. In the Update dialog box, enter the comment (if any) for the cached model as shown.

    Update Cached Model

  3. Then, click the Save button to save the cached model to the latest version.
    The saved cached model will appear in the Data Model tab of Document Types.

    View saved direct query model in the Resource Portal