Astera Data Stack
Version 9
Version 9
  • Welcome to Astera Data Stack Documentation
  • Release Notes
    • Astera 9.0 - Release Notes
  • Setting Up
    • System Requirements
    • Product Architecture
    • Installing Client and Server Applications
    • Connecting to a Astera Server using Lean Client
    • How to Connect to a Different Astera Server from the Lean Client
    • How to Set up a Server Certificate (.pfx) File in a New Environment
    • How to Build a Cluster Database and Create a Repository
    • How to Login from Lean Client
    • Licensing Model in Astera 9
    • User Roles and Access Control
    • Offline Activation of Astera Data Stack
  • Dataflows
    • Sources
      • Data Providers and File Formats Supported in Astera Data Stack
      • Setting Up Sources
      • Excel Workbook Source
      • COBOL File Source
      • Database Table Source
      • Delimited File Source
      • File System Items Source
      • Fixed Length File Source
      • Email Source
      • Report Source
      • SQL Query Source
      • XML/JSON File Source
      • PDF Form Source
    • Transformations
      • Introducing Transformations
      • Aggregate Transformation
      • Constant Value Transformation
      • Denormalize Transformation
      • Distinct Transformation
      • Expression Transformation
      • Filter Transformation
      • Join Transformation
      • List Lookup Transformation
      • Merge Transformation
      • Normalize Transformation
      • Passthru Transformation
      • Reconcile Transformation
      • Route Transformation
      • Sequence Generator
      • Sort Transformation
      • Sources as Transformations
      • Subflow Transformation
      • Switch Transformation
      • Tree Join Transformation
      • Tree Transform
      • Union Transformation
      • Data Cleanse Transformation
      • File Lookup Transformation
      • SQL Statement Lookup
      • Database Lookup
    • Destinations
      • Setting Up Destinations
      • Database Table Destination
      • Delimited File Destination
      • Excel Workbook Destination
      • Fixed Length File Destination
      • SQL Statement Destination
      • XML File Destination
    • Data Logging and Profiling
      • Creating Data Profile
      • Creating Field Profile
      • Data Quality Mode
      • Using Data Quality Rules in Astera
      • Record Level Log
    • Database Write Strategies
      • Data Driven
      • Source Diff Processor
      • Database Diff Processor
      • Dimension Loader - Database Write
    • Text Processors
      • Delimited Parser
      • Delimited Serializer
      • Language Parser
      • Fixed Length Parser
      • Fixed Length Serializer
      • XML/JSON Parser
      • XML JSON Serializer
    • Visualizations
      • Basic Plots
      • Distribution Plots
  • Workflows
    • What are Workflows?
    • Creating Workflows in Astera
    • Decision Task
    • EDI Acknowledgment Task
    • File System Task
    • File Transfer Task
    • OR Task
    • Run Dataflow Task
    • Run Program Task
    • Run SQL File Task
    • Run SQL Script Task
    • Run Workflow Task
    • Send Mail Task
    • Workflows with a Dynamic Destination Path
    • Customizing Workflows With Parameters
    • GPG-Integrated File Decryption in Astera
  • Subflows
    • Using Subflows in Astera
  • DATA MODEL
    • Creating a Data Warehousing Project
    • Data Models
      • Introducing Data Models
      • Opening a New Data Model
      • Data Modeler - UI Walkthrough
      • Reverse Engineering an Existing Database
      • Creating a Data Model from Scratch
      • General Entity Properties
      • Creating and Editing Relationships
      • Forward Engineering
      • Verifying a Data Model
    • Dimensional Modelling
      • Introducing Dimensional Models
      • Converting a Data Model to a Dimensional Model
      • Fact Entities
      • Dimension Entities
      • Date and Time Dimension
      • Verifying a Dimensional Model
    • Documentation
      • Generating Technical and Business Documentation for Data Models
      • Lineage and Impact Analysis
    • Deployment and Usage
      • Deploying a Data Model
      • Validate Metadata and Data Integrity
      • Using Astera Data Models in ETL Pipelines
      • Connecting an Astera Data Model to a Third Party Visualization Tool
  • Functions
    • Introducing Function Transformations
    • Custom Functions
    • Logical
      • Coalesce (Any value1, Any value2)
      • IsNotNull (AnyValue)
      • IsRealNumber (AnyValue)
      • IsValidSqlDate (Date)
      • IsDate (AnyValue)
      • If (Boolean)
      • If (DateTime)
      • If (Double)
      • Exists
      • If (Int64)
      • If (String)
      • IsDate (str, strformat)
      • IsInteger (AnyValue)
      • IsNullOrWhitespace (StringValue)
      • IsNullorEmpty (StringValue)
      • IsNull (AnyValue)
      • IsNumeric (AnyValue)
    • Conversion
      • GetDateComponents (DateWithOffset)
      • ParseDate (Formats, Str)
      • GetDateComponents (Date)
      • HexToInteger (Any Value)
      • ToInteger (Any value)
      • ToDecimal (Any value)
      • ToReal (Any value)
      • ToDate (String dateStr)
      • TryParseDate (String, UnknownDate)
      • ToString (Any value)
      • ToString (DateValue)
      • ToString (Any data, String format)
    • Math
      • Abs (Double)
      • Abs (Decimal)
      • Ceiling (Real)
      • Ceiling(Decimal)
      • Floor (Decimal)
      • Floor (Real)
      • Max (Decimal)
      • Max (Date)
      • Min (Decimal)
      • Min (Date)
      • Max (Real)
      • Max (Integer)
      • Min (Real)
      • Pow (BaseExponent)
      • Min (Integer)
      • RandomReal (Int)
      • Round (Real)
      • Round (Real Integer)
      • Round (Decimal Integer)
      • Round (Decimal)
    • Financial
      • DDB
      • FV
      • IPmt
      • IPmt (FV)
      • Pmt
      • Pmt (FV)
      • PPmt
      • PPmt (FV)
      • PV (FV)
      • Rate
      • Rate (FV)
      • SLN
      • SYD
    • String
      • Center (String)
      • Chr (IntAscii)
      • Asc (String)
      • AddCDATAEnvelope
      • Concatenate (String)
      • ContainsAnyChar (String)
      • Contains (String)
      • Compact (String)
      • Find (Int64)
      • EndsWith (String)
      • FindIntStart (Int32)
      • Extract (String)
      • GetFindCount (Int64)
      • FindLast (Int64)
      • GetDigits (String)
      • GetLineFeed
      • Insert (String)
      • IsAlpha
      • GetToken
      • IndexOf
      • IsBlank
      • IsLower
      • IsUpper
      • IsSubstringOf
      • Length (String)
      • LeftOf (String)
      • Left (String)
      • IsValidName
      • Mid (String)
      • PadLeft
      • Mid (String Chars)
      • LSplit (String)
      • PadRight
      • ReplaceAllSpecialCharsWithSpace
      • RemoveChars (String str, StringCharsToRemove)
      • ReplaceLast
      • RightAlign
      • Reverse
      • Right (String)
      • RSplit (String)
      • SplitStringMultipleRecords
      • SplitStringMultipleRecords (2 Separators)
      • SplitString (3 separators)
      • SplitString
      • SplitStringMultipleRecords (3 Separators)
      • Trim
      • SubString (NoOfChars)
      • StripHtml
      • Trim (Start)
      • TrimExtraMiddleSpace
      • TrimEnd
      • PascalCaseWithSpace (String str)
      • Trim (String str)
      • ToLower(String str)
      • ToProper(String str)
      • ToUpper (String str)
      • Substring (String str, Integer startAt)
      • StartsWith (String str, String value)
      • RemoveAt (String str, Integer startAt, Integer noofChars)
      • Proper (String str)
      • Repeat (String str, Integer count)
      • ReplaceAll (String str, String lookFor, String replaceWith)
      • ReplaceFirst (String str, String lookFor, String replaceWith)
      • RightOf (String str, String lookFor)
      • RemoveChars (String str, String charsToRemove)
      • SplitString (String str, String separator1, String separator2)
    • Date Time
      • AddMinutes (DateTime)
      • AddDays (DateTimeOffset)
      • AddDays (DateTime)
      • AddHours (DateTime)
      • AddSeconds (DateTime)
      • AddMonths (DateTime)
      • AddMonths (DateTimeOffset)
      • AddMinutes (DateTimeOffset)
      • AddSeconds (DateTimeOffset)
      • AddYears (DateTimeOffset)
      • AddYears (DateTime)
      • Age (DateTime)
      • Age (DateTimeOffset)
      • CharToSeconds (Str)
      • DateDifferenceDays (DateTimeOffset)
      • DateDifferenceDays (DateTime)
      • DateDifferenceHours (DateTimeOffset)
      • DateDifferenceHours (DateTime)
      • DateDifferenceMonths (DateTimeOffset)
      • DateDifferenceMonths (DateTime)
      • DatePart (DateTimeOffset)
      • DatePart (DateTime)
      • DateDifferenceYears (DateTimeOffset)
      • DateDifferenceYears (DateTime)
      • Month (DateTime)
      • Month (DateTimeOffset)
      • Now
      • Quarter (DateTime)
      • Quarter (DateTimeOffset)
      • Second (DateTime)
      • Second (DateTimeOffset)
      • SecondsToChar (String)
      • TimeToInteger (DateTime)
      • TimeToInteger (DateTimeOffset)
      • ToDate Date (DateTime)
      • ToDate DateTime (DateTime)
      • ToDateString (DateTime)
      • ToDateTimeOffset-Date (DateTimeOffset)
      • ToDate DateTime (DateTimeOffset)
      • ToDateString (DateTimeOffset)
      • Today
      • ToLocal (DateTime)
      • ToJulianDate (DateTime)
      • ToJulianDayNumber (DateTime)
      • ToTicks (Date dateTime)
      • ToTicks (DateTimeWithOffset dateTime)
      • ToUnixEpoc (Date dateTime)
      • ToUtc (Date dateTime)
      • UnixTimeStampToDateTime (Real unixTimeStamp)
      • UtcNow ()
      • Week (Date dateTime)
      • Week (DateTimeWithOffset dateTime)
      • Year (Date dateTime)
      • Year (DateTimeWithOffset dateTime)
      • DateToJulian (Date dateTime, Integer length)
      • DateTimeOffsetUtcNow ()
      • DateTimeOffsetNow ()
      • Day (DateTimeWithOffset dateTime)
      • Day (Date dateTime)
      • DayOfWeekStr (DateTimeWithOffset dateTime)
      • DayOfWeek (DateTimeWithOffset dateTime)
      • DayOfWeek (Date dateTime)
      • DateToJulian (DateTimeWithOffset dateTime, Integer length)
      • DayOfWeekStr (Date dateTime)
      • FromJulianDate (Real julianDate)
      • DayOfYear (Date dateTime)
      • DaysInMonth(Integer year, Integer month)
      • DayOfYear (DateTimeWithOffset dateTime)
      • FromUnixEpoc
      • FromJulianDayNumber (Integer julianDayNumber)
      • FromTicksUtc(Integer ticks)
      • FromTicksLocal(Integer ticks)
      • Hour (Date dateTime)
      • Hour (DateTimeWithOffset dateTime)
      • Minute (Date dateTime)
      • JulianToDate (String julianDate)
      • Minute (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (Date dateTime)
    • Files
      • AppendTextToFile (String filePath, String text)
      • CopyFile (String sourceFilePath, String destFilePath, Boolean overWrite)
      • CreateDateTime (String filePath)
      • DeleteFile (String filePath)
      • DirectoryExists (String filePath)
      • FileExists (String filePath)
      • FileLength (String filePath)
      • FileLineCount (String filePath)
      • GetDirectory (String filePath)
      • GetEDIFileMetaData (String filePath)
      • GetExcelWorksheets (String excelFilePath)
      • GetFileExtension (String filePath)
      • GetFileInfo (String filePath)
      • GetFileName (String filePath)
      • GetFileNameWithoutExtension (String filePath)
      • LastUpdateDateTime (String filePath)
      • MoveFile (String filePath, String newDirectory)
      • ReadFileBytes (String filePath)
      • ReadFileFirstLine (String filePath)
      • ReadFileText (String filePath)
      • ReadFileText (String filePath, String codePage)
      • WriteBytesToFile (String filePath, ByteArray bytes)
      • WriteTextToFile (String filePath, String text)
    • Date Time With Offset
      • ToDateTimeOffsetFromDateTime (dateTime String)
      • ToUtc (DateTimeWithOffset)
      • ToDateTimeOffsetFromDateTime
      • ToDateTimeOffset (String dateTimeOffsetStr)
      • ToDateTimeFromDateTimeOffset
    • GUID
      • NewGuid
    • Encoding
      • ToBytes
      • FromBytes
      • UrlEncode
      • UrlDecode
    • Regular Expressions
      • ReplaceRegEx
      • ReplaceRegEx (Integer StartAt)
    • TimeSpan
      • Minutes
      • Hours
      • Days
      • Milliseconds
    • Matching
      • Soundex
      • DoubleMetaphone
      • RefinedSoundex
  • Report Model
    • User Guide
      • Report Model Tutorial
    • Report Model Interface
      • Report Options
      • Report Browser
      • Data Regions in Report Models
      • Region Properties Panel
      • Pattern Properties
      • Field Properties Panel
    • Use Cases
      • Applying Pattern to Line
      • Auto Creating Data Regions and Fields
      • Auto Parsing
      • Connecting to Cloud Storage
      • Creating Multi Column Data Regions
      • Defining Region End Type as Specific Text and Regular Expression
      • Defining the Start Position of Data Fields
      • Floating Patterns and Floating Fields
      • How To Work With PDF Scaling Factor in a Report Model
      • Line Count
      • Pattern Count
      • Pattern is a Regular Expression
      • Using Comma Separated Values to Define Start Position
    • Auto Generate Layout (Beta)
      • Setting Up AGL in Astera
      • UI Walkthrough Auto Generation of Layout, Fields and Table
      • Using Auto Generation Layout, Auto Create Fields, and Auto Create Table (Beta)
    • Exporting Options
      • Exporting a Report Model
      • Exporting Report Model to A Dataflow
    • Miscellaneous
      • Importing Monarch Models
      • Microsoft Word and Rich Text Format Support
      • Working With Problematic PDF Files
  • API Flows
    • API Consumption
      • Consume
        • REST Connection
        • Making API Calls with the REST Client Object in Astera
        • REST API Browser
        • Method Operations
        • Pagination
      • Authorize
        • Open APIs - Configuration Details
        • Authorizing Facebook APIs in Astera
        • Authorizing Astera's Server APIs
        • Authorizing Avaza APIs in Astera
        • Authorizing Square API in Astera
        • Authorizing ActiveCampaign API in Astera
        • Authorizing QuickBooks’ API in Astera
        • Accessing Astera's Server APIs Through a Third Party Tool
        • Astera's Server API Documentation
  • Project Management
    • Project Management
      • Deployment
      • Server Monitoring and Job Management
      • Connecting to Source Control
      • Astera Project and Project Explorer
    • Job Scheduling
      • Scheduling Jobs on the Server
      • Job Monitor
  • Use Cases
    • End-to-End Use Cases
      • Data Integration
        • Using Astera Data Stack to Create and Orchestrate an ETL Process for Partner Onboarding
      • Data Warehousing
        • Building a Data Warehouse - A Step By Step Approach
      • Data Extraction
        • Reusing The Extraction Template for Similar Layout Files
  • Connectors
    • Setting Up IBM DB2/iSeries Connectivity in Astera
    • Connecting to SAP HANA Database
    • Connecting to MariaDB Database
    • Connecting to Salesforce Database
    • Connecting to Salesforce - Legacy Database
    • Connecting to Vertica Database
    • Connecting to Snowflake Database
    • Connecting to Amazon Redshift Database
    • Connecting to Amazon Aurora Database
    • Connecting to Google Cloud SQL in Astera
    • Connecting to MySQL Database
    • Connecting to PostgreSQL in Astera
    • Connecting to Netezza Database
    • Connecting to Oracle Database
    • Connecting to Microsoft Azure Databases
    • Connecting to Amazon RDS Databases
  • Miscellaneous
    • Using Dynamic Layout Template Mapping in Astera
    • Synonym Dictionary File
    • SmartMatch Feature
    • Role Based Access Control in Astera
    • Updating Your License in Astera
    • Using Output Variables in Astera
    • Connection Vault
    • Safe Mode
    • Using the Data Source Browser in Astera
    • Pushdown Mode
    • Cloud Deployment
      • Deploying Astera on Microsoft Azure Cloud
      • Deploying Astera on Oracle Cloud
      • Deploying Astera on Amazon Web Services
    • Context Information
  • Best Practices
    • Overview of Cardinality in Data Modeling
    • Cardinality Errors FAQs
    • Astera Best Practices - Dataflows
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  • Overview
  • Toolbar
  1. DATA MODEL
  2. Data Models

Data Modeler - UI Walkthrough

PreviousOpening a New Data ModelNextReverse Engineering an Existing Database

Last updated 11 months ago

Astera Data Stack contains a built-in data modeler that you can use to create a data model from scratch or by reverse engineering an existing database. In this article, we will cover a detailed overview of the data modeler’s user interface.

Video

Overview

Let’s assume that we’ve created this data model by reverse engineering an existing database:

Toolbar

The data modeler contains a dedicated toolbar that provides an extensive list of options.

You will find the following options or shortcut icons on the toolbar, from left to right.

  • Undo: Allows you to undo an action that you’ve performed on the data modeler.

  • Redo: Allows you to redo an action that you’ve negated through the Undo option.

  • Auto Layout Diagram: Arranges the entities in a model to improve its visual representation.

  • Zoom: A dropdown menu that allows you to zoom in or out of a model.

  • Auto-Size All: Adjusts the size of each entity object.

  • Show Alias Labels: Displays the parent and child alias on each relationship link in the model.

  • Show Verb Labels: Displays the parent-to-child and child-to-parent verbs, if assigned by the user, on the relationship link. You can assign these verbs to each relationship via the Edit Relationship window.

  • Show Data Types: Displays the data types of each field in an entity. This option is only applicable if one of the following options has already been selected: View Entity and all Elements or View Entity and Keys.

  • View at an Entity Level: Reverts to the default setting of displaying only entity names on the data modeler.

  • View Entity and all Elements: Displays all of the elements or fields in each entity present in the model.

  • View Entity and Keys: Displays all of the primary and foreign keys in each entity present in the model.

  • Pointer: Reverts back to the default pointer in case you had selected one of the options used to link entities and create relationships.

  • Infer Relationships from Field Names: Automatically assumes and creates relationships based on common field names between entities.

  • Denormalize Entities: Enables you to denormalize or combine two entities in the model.

  • Change Database Connection Info: Allows you to change the database connection of the model via a Database Connection window.

  • Generate DDL Script: Allows you to create a DDL script from a data model. This option is also called Forward Engineering.

Toolbox

The toolbox includes a few objects which can be used as part of a model.

You can drag and drop any of these objects onto the data modeler:

  • Annotation: Provides a textbox for you to add a comment on the model.

  • Date Dimension: A non-editable date dimension entity that can be used as part of a dimensional model.

Data Model Browser

The data model browser provides a single window for you to edit the data model and its components without having to look through the entire model and access the entities directly.

You can expand each entity to view the elements contained in it.

Moreover, you can right-click on an entity name and choose to go to the actual item in the data model.

The other options available in the context menu are the same as those that appear when you right-click on an entity in the data model.

At the very top of the data model browser, a few options/icons are available.

  • Sort Entities Alphabetically: Sorts the entity names in an alphabetical order. This option is selected by default.

  • Group Entities by Type: Creates separate nodes for each entity type. In this case, there’s only going be one node, General, if this option is selected.

  • Expand All: Expands all of the nodes in the data model browser.

  • Collapse All: Collapses all of the nodes in the data model browser.

  • Delete this object from the data model: Deletes the selected object from the data model.

You can use the search bar underneath these options to search for any specific entity or field in the model.

Views

At the bottom of the data modeler, you’ll notice a tab titled Main and an icon that represents the Add New View option.

The Main tab contains a view of the complete data model. If you wish to add a new view consisting of a few specified entities, click on the Add New View icon. A blank designer will appear on the screen. Here, you can create a new view by adding entities from the existing model, which can be done in two ways.

  1. Drag and drop the entities of your choice from the data model browser.

  1. Right-click on the designer and select Add Existing Entities from the context menu.

The following pop-up window will appear on the screen:

Here, you can select the entities you want to include in the new view. In this case, we’ll select People, Invoices, and InvoiceLines.

Once you’re done selecting the entities, click OK.

A new view consisting of the selected entities will appear on the screen.

Using the tabs at the bottom, you can switch between different views of the same model.

This concludes our walkthrough of the data modeler’s user interface.

Add Self Reference: Allows you to create a self-reference relationship within an entity. To learn more about how you can use this option, click .

Link entities to create non-identifying relationships: Allows you to create non-identifying relationships between entities. To learn more about how you can use this option, click .

Link entities to create identifying relationships: Allows you to create identifying relationships between entities. To learn more about how you can use this option, click .

Deploy Data Model: Enables you to deploy a data model. For more information on deploying a data model, click .

Reverse engineer an existing database: Allows you to create a data model by reverse engineering an existing database. To learn more about the process of reverse engineering, click .

Entity: An editable general entity that can be added to an existing data model or used to create a data model from scratch. To learn about general entities, click .

Time Dimension: A non-editable time dimension entity that can be used as part of a dimensional model. For more information on date and time dimensions, click .

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