Data mart management
The Data marts screen lists every data mart of the currently open project version and is the place where data marts are created, cloned, renamed and deleted.
The data marts list
| Column | Description |
|---|---|
| Name | Data mart name. Clicking it opens the data mart constructor. The name is also used to build the name of the data mart view in the database |
| Description | Optional description of the purpose |
| Type | With grouping, Without grouping or With grouping and pivoting |
| Merge type | UNION or JOIN. Filled in only for data marts built on two or more fact tables |
| Owner | User who created the data mart |
| Created at | Creation date and time |
| View in the DB | Name of the database object created for the data mart. Empty when no view has been created |
| Related fact tables | Fact tables the data mart is built on, shown as pills. Clicking a pill opens that fact table |
| Actions | The database view control, and the edit and delete buttons |
Working with the list
- Sorting — by any displayed column. By default the list is sorted by creation date, oldest first
- Pagination — the list is split into pages, 20 data marts per page
- Adding a data mart — the Add data mart button above the list
- Filtering and search:
| Column | Filter |
|---|---|
| Name, Description | Substring search, case-insensitive |
| Type, Merge type | Selection from the list of values |
| Owner | Search by user name |
| Created at | Date range |
| View in the DB | Substring search by database object name |
| Related fact tables | Search by fact table name |
Status indicators
A warning icon next to a name reports a problem with the configuration:
| Indicator | Meaning |
|---|---|
| Red icon on the data mart name | The data mart uses deleted or unavailable RMD elements, or its element set is not allowed for the current data mart type and merge type: "Data mart contains invalid elements" |
| Yellow icon on the data mart name | The data mart contains a field with a warning |
| Red icon on a fact table pill | That fact table has critical configuration errors |
Actions depend on these indicators: Verify data mart and Create data mart view in the database are unavailable while the data mart has critical errors or an invalid configuration.
Creating a data mart
The Add data mart button opens a dialog with the following fields:
| Field | Required | Constraints |
|---|---|---|
| Data mart name | Yes | 1–64 characters, unique within the project version, case-sensitive. Allowed: Latin and Cyrillic letters, digits, space, ., -, _. Must start with a letter or a digit — cannot start with a space, ., - or _. The name is checked as it is typed: a message under the field says which rule is broken, and Save stays unavailable until the name is corrected |
| Data mart description | No | Up to 255 characters |
| Data mart type | Yes | With grouping (default), Without grouping or With grouping and pivoting |
| Merge type | No | UNION or JOIN. Disabled while the data mart has fewer than two fact tables: "The merge type selection will become available once you add at least two fact tables to the data mart" |
| Clone data mart | No | Checkbox. When selected, a source data mart selector appears |
After creation:
- An empty data mart is created in the current project version and immediately appears in the list for every user working on the project
- The system opens the constructor of the new data mart so that it can be filled with elements
Notes:
- Messages under the Data mart name field: "Required field", "Maximum length: 64 characters", "The name cannot start with a space, a dot, a hyphen or an underscore", "Letters, digits, space, dot, hyphen and underscore are allowed", "Data mart with this name already exists. Please choose another name"
- If saving is refused, a notification always explains why, and a name refused when saving is also marked under the field
- Creating a data mart requires a valid company license. The capability is not available under the Basic license
- Creating a data mart is available to the Super administrator, Administrator, Developer and Analyst roles (a Project manager acts with developer access in the projects they own, and in any other project at the access level assigned to them in the project members list). The Viewer role cannot create data marts, but can open them and generate their queries
Cloning a data mart
Cloning reuses an existing configuration: select Clone data mart in the Add data mart dialog and choose the source data mart. The new name must satisfy the same rules as for a new data mart; the type and, for multi-fact-table data marts, the merge type are pre-filled from the source and can be overridden.
| Object | Copied |
|---|---|
| Type and merge type | ✓ |
| Data mart composition — measures, facts, dimensions, dimension groups | ✓ |
| Aggregation levels | ✓ |
| Filters | ✓ |
| Node positions on the canvas | ✓ |
| Connection lines drawn on the canvas | ✗ |
| Hidden elements | ✗ |
| The link to a view created in the database | ✗ |
The name and description are entered anew in the dialog. The clone is created in the same project version as the source, and the system opens its constructor after creation.
Editing and renaming
Editing is available in two places:
- From the list — the edit button in the Actions column opens the same dialog as creation and allows the name, description, data mart type and merge type to be changed
- On the constructor page — the Edit data mart button in the header of the data mart node, which additionally gives access to the whole composition, aggregation levels, filters and node positions
A new name is checked by the same rules and in the same way as when a data mart is created. Changes apply for every user working on the project. Renaming a data mart marks the view created for it in the database as outdated, because the object name has to be synchronised.
Deleting a data mart
Deletion is started with the delete button in the Actions column and has to be confirmed: "Are you sure you want to delete the data mart? This operation will not affect any data in the connected database, but all settings for this data mart in the system will be permanently lost".
Deleted together with the data mart:
- The data mart metadata (name, description, type, merge type) and its composition
- Aggregation levels and filters
- Hidden elements
- Node positions and connection lines on the canvas
Not deleted:
- Measures, dimensions and facts in the RMD
- The fact tables and dimension groups the data mart was built on
- Database connections
- Copies of the data mart in other project versions
Limitations:
- A data mart cannot be deleted while a view created for it exists in the database. Remove the view, or at least the link to it, first
- Deleting is available to the Super administrator, Administrator, Developer and Analyst roles