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How to build a new model from scratch (with video)
How to build a new model from scratch (with video)

Learn how to build a custom data model using a specific data source using our Data Modeling.

Stav Levi avatar
Written by Stav Levi
Updated over a week ago

How to build a new model from scratch (with video)

To create a model from scratch using a specific data source and customize it according to the required fields and metrics, simply follow these steps described in the video and this article below.

  1. Choose Source:

    • Connect to the desired data source, e.g., monday.com

  2. Create Model:

    • Select the table or entity from the data source to create a model for, e.g., items.

    • Preview the selected items to see the contents.

    • Customize the model by applying formulas or SQL queries if needed.

  3. Customize Fields:

    • After creating the model, review all the fields that were automatically mapped.

    • Choose the fields to include in the model, such as name and ID.

    • Edit fields, add value formats, descriptions, and specify value types (boolean, string, number).

    • Create metrics to track and measure specific aspects related to the model

  4. Save Changes:

    • Before leaving the page, ensure to save any changes made to the model.

    • Review the changes made before saving to confirm accuracy.

  5. Entity Settings:

    • View and potentially modify the SQL associated with the model.

    • Add more details or configurations to enhance the view of the items.

  6. Add Joins:

    • Create connections or joins to other views related to the items in the model.

    • Establish relationships between different views to complete the model.

  • Make sure to save all changes before leaving the model creation page to avoid losing any modifications.

  • Double-check the fields, descriptions, and value types to maintain data accuracy within the model

Explore more articles to help you build and edit data models here


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