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How to Create a Relationship in the Numetric Dictionary
How to Create a Relationship in the Numetric Dictionary
Greg Olsen avatar
Written by Greg Olsen
Updated over a week ago

Relationships are used by the Numetric Dictionary to create associations between Tables and are the backbone of Datasets. For an overview of the Numetric Dictionary, see the Getting Started article Making Connections with Numetric Dictionary.

If you are using one of our connectors, Numetric will recognize any existing joins from the data source, and create Dictionary Relationships based on the relationships in SQL.

To create a new Dictionary Relationship, follow the steps outlined below:

1. Navigate to the Dictionary section of Numetric. Here all of your existing Relationships will be displayed. Clicking on the name of an existing Relationship will allow you to view and edit the Relationship details.
To create a new Relationship, click on the New Relationship button in the top right.

2. Begin by selecting the Base Table, this is the table containing the Primary Key associated with this relationship.

Because each Relationship is based on a unique Primary Key, and ean Primary Key can only be used in one Relationship, make sure you select the correct Base Table. From the Select Base Table window, you can see the name of each available Table, as well as the Primary Key column.

Click on the Table you would like to select as your Base Table. 

3. Once you have selected your Base Table, you will now be able to select any Related Tables (tables also containing the same data value selected as the Primary Key in your Base Table).

 In the Select Related Table window, you can select the Table you would like to connect to your Base Table using a Relationship. The selected Related Table must also contain the same datapoint that is used as the Primary Key in the Base Table. In this example, our Base Table has the primary Key of Customer ID. I will select the Orders Table because it contains a column which contains the Customer ID field.

With your Related Table selected, you must now identify the column that correctly maps to Customer ID (The Primary Key of the Base Table).

Click the link under the Column section of the Related Table, and select the column that will correctly map to the Primary Key of the base table (in this example, the Customer ID column).

5. With your Base Table, and Related Table selected, you can now either save your Relationship, or add more Related Tables to this Relationship.

Once you have added all the desired Related Tables, click the Add Relationship button in the top right corner of the screen. 

6. You will now see your newly created Relationship in the Relationships home page. 

You have officially created a Dictionary Relationship in Numetric. The more Dictionary Relationship you have created the more interconnected and powerful your future Datasets and Workbooks become.

For you database people, you'll recognize that what we've done here is identify the main, defining table for a key piece of data, and then identified the foreign keys that point to that defining table. You will also notice that we only perform left joins, and currently do not support multi column joins.

If you have any further questions regarding creating or managing Relationships in the Numetric Dictionary, please let us know. We would be happy to help however we can.

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