Use the diagram designer to choose a fact table, connect related tables and map columns to business fields. A service-activity model, for example, might link event counts or recorded amounts to service categories, locations and dates.
- Define the meaning of each fact row before joining related tables.
- Give dimensions names that report readers recognize.
- Create hierarchies for useful drill paths, such as region and location.
- Use details for identifiers that do not need their own aggregate breakdown.
For changing statuses, decide whether the report should show the latest state or a history of states. The source data must contain the history if you want to analyze how it changed over time.