How to create joins in Alta Model Builder (with video)
To learn how to create joins using Alta Model Builder and Editor, simply follow these steps described in the video and this article below.
Key Steps:
Navigate to the model and entities section in Model Builder.
Choose the model you want to work with and edit the joins.
Select the view you want to see the joins for (e.g., deals).
Explore the connected views (e.g., deals connected to companies and owners).
Understand the connection between views by examining the data sources and fields used for the join.
Preview the connection and ensure entities are connected correctly.
Add a new join by selecting suggested joins or creating a custom join.
Name the join and choose fields from each view to establish the connection.
Consider creating a custom connection using SQL if there is no direct field match between the entities.
Explore additional levels of joins to connect multiple views if needed.
Make sure the fields selected for join are appropriate for establishing a meaningful connection between entities.
Double-check the connections and preview them to avoid any errors in joining the views.
Take time to plan and think about how entities should be connected if there is no direct field match
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