Tools → Business Schema Designer

About the Business Schema Designer

The Business Schema Designer allows you to create, edit, and delete runtime business views. There are three types of runtime business views for a business schema:

• A business schema view
• An Incorta Analyzer View
• An Incorta SQL View

The Business Schema Designer allows you to manage all types of views. You need to have the suitable permissions and access rights to access the Business Schema Designer and manage runtime business views.

Starting with the 2022.12.0 release, Incorta Cloud maintains business schema versions for better collaboration, business schema lifecycle management, and audit capabilities.

Business Schema Designer permissions and access rights

A user that belongs to a group with the Schema Manager or the SuperRole role can access the Business Schema Designer. However, the user must own or have Edit access rights to a business schema to be able to use the Business Schema Designer to edit it.

Starting with the 2021.4.3 release, users with only the Analyze User or Individual Analyzer roles will have limited access to the Business Schema Designer where they can view folders and runtime business views in business schemas shared with them and explore their data without the need to be assigned the Schema Manager role. They can open a shared business schema in Business Schema Designer view mode only.

To access the Business Schema Designer for an existing business schema, you must first open the business schema from the Business Schema Manager:

• In the Navigation bar, select Business Schema.
• In the list view, select the business schema.

Business Schema Designer modes

The Business Schema Designer supports two different modes: view mode and edit mode. The Business Schema Designer opens by default in view mode. In releases before 2023.4.0, when you create a new business schema using the Business Schema Manager, the Business Schema Designer automatically opens in view mode; however, starting 2023.4.0, it automatically opens in edit mode.

View mode

The view mode is the default mode. In the view mode, you can perform the following actions according to the assigned access rights and roles:

• Search the business schema for a folder, view, or column.
• Explore the business schema data in the Analyzer.
• Select to create a new folder or view, if applicable. This opens the Business Schema Designer in edit mode.
• View the business schema summary.
• Expand or collapse a folder or view.
• View runtime business views in a folder.
• View columns in a runtime business view.
• Select to edit a folder or view, if applicable. This opens the Business Schema Designer in edit mode. This option is no longer available starting 2023.4.0. You can edit a view or folder after accessing the edit mode (by selecting Edit in the Action bar).
• Access the Data Lineage Viewer to preview the list and diagram of dependent entities of a column or formula column in a runtime business view. Starting with 2023.7.0, you can access the Data Lineage Viewer v2 that displays a diagram with the entities referenced in views or columns (upstream lineage) and entities where the respective view or column is referenced (downstream lineage).
• View, export, and restore the business schema versions (available starting 2022.12.0)

Starting with 2023.4.0, more options, which were available only through the Business Schema Manager, are available in the view mode of the Business Schema Designer. These options include:

• Create a copy of the business schema (Copying a business schema is available in the Business Schema Manager starting 2023.1.0.)
• Delete the business schema.
• Export the business schema.
• Edit the business schema information.
• View and manage the business schema share options.

Edit mode

Here are the steps to access the Business Schema Designer edit mode in releases before 2023.4.0:

• In the Business Schema Designer, do one of the following:
  • If this is the first view in the business schema, in the Canvas, select Add New View.
  • In the Action bar, select +New → Add New View.
  • In the Action bar, select +New → Add New Folder.
  • In the Canvas, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.

In the Business Schema Designer edit mode, you can perform the following actions:

• Create a new folder or business schema view.
• Create an Incorta Analyzer View.
• Create an Incorta SQL View.
• View the business schema description.
• Save changes and exit the edit mode.
• Cancel changes and exit the edit mode.
• Expand or collapse a folder or view.
• Edit a folder or view.
• Delete a folder or a view.
• Manage runtime business views in a folder.
• Manage columns and formula columns in a runtime business view, as applicable.
• Use the Data panel to add columns or formula columns to a business schema view.

Starting with the 2023.4.0 release, when you create a new business schema, the Business Schema Designer opens in edit mode. When you open an existing business schema, it opens in view mode. To access the edit mode, in the Action bar, select Edit. In edit mode, you can add, edit, and delete views and folders. If you try to exit the Business Schema Designer edit mode while there are unsaved changes, a warning message appears, allowing you to save these changes. You can save the changes to the current version of the business schema or discard them. Once you save or discard the changes, you are back to view mode.

Business Schema Designer versions

Starting with 2022.12.0, Incorta Cloud tracks the version history of business schemas in your tenant. With the proper access rights and permissions, you can restore or export prior business schema versions. Creating or importing a business schema creates the first version of it while the following actions create a new version of the business schema:

• Adding, editing, or deleting one or more business schema views.
• Changing the name of one or more business schema views.
• Importing a business schema that overwrites the existing one.
• Selecting the Done or Save Changes option (depending on the Incorta release), whether you have made any changes or not.
• Saving a listing table insight as a business view in an existing business schema.
• Saving a listing table insight as a business view to a new business schema (creates two versions of the new business schema).
• Restoring a version.

You can specify a name for each version instead of the version timestamp. You can restore any previous version. When you restore a previous version, you not only restore the objects and their states, but you also restore the description and assigned department defined in this version.

Business Schema Designer anatomy

The Business Schema Designer consists of the following:

• Action bar
• Summary section
• Canvas
• Data panel
• Manage Dataset panel

Action bar

The Action bar shows different options depending on the mode.

The following are the options available in the view mode:

• Search: enter a search term to search for a runtime business view, folder, or column in the business schema. Select an item from the search list to expand the related runtime business view or folder in the Canvas.
• Explore Data: select to access the Analyzer to explore the business schema data.
• +New: select to open the Add New menu. This option is moved to edit mode starting 2023.4.0. The Add New menu options are:
  • Add New Folder: select to create a new folder in the business schema.
  • Add New View: select to create a business schema view, Incorta Analyzer View, or Incorta SQL View.
• Edit: select to open the Business Schema Designer in edit mode. This option is available starting 2023.4.0.
• More Options (⋮ vertical ellipsis): select to open the more options menu. This option is available starting 2023.4.0. Available options vary according to the access rights to the business schema.
  • Make a copy: select to create a copy of the current business schema.
  • Edit Information: select to edit the description and department for the current business schema.
  • Export: select to export the current business schema. This is the only option available when you have only view access rights to the business schema.
  • Delete: select to delete the current business schema.
  • Share: select to view and manage the share options of the current business schema. This option, in addition to the Export option, is available when you have only share access rights to the business schema.
  • Version History: select to view and manage the versions of the active business schema.

The following are the options available in the edit mode:

• +New: select to open the Add New menu. This option is available in edit mode starting 2023.4.0. The Add New menu options are:
  • Add New Folder: select to create a new folder in the business schema.
  • Add New View: select to create a business schema view, Incorta Analyzer View, or Incorta SQL View.
• Done: available when you add or edit a folder or a runtime business view. Select to save the changes you made and exit the Business Schema Designer edit mode. This option is renamed to Save Changes starting 2023.4.0.
• Cancel: available when you add or edit a folder or a runtime business view. Select to cancel the changes you made and exit the Business Schema Designer edit mode.

Summary section

The Summary section shows the name and description of the business schema, in addition to the number of folders and views in the Business Schema. Views in folders are not counted in the displayed number.

Canvas

The Canvas shows folders and views in a given business schema.

The Canvas contains the following:

• Title bar: shows the name of the view or folder and number of items.
• More Options (⋮ vertical ellipsis): select to open the More Options menu.
• Folders and views tree.
• For new views, the Canvas shows the Create In Analyzer and Create Via SQL options to add a new view to the folder using the Analyzer or the Query Editor respectively.
• For new folders created starting 2023.4.0, the Canvas shows the Add View option to add a new view to the folder.

Title bar

The Title bar shows the name of the view or folder. You can use the Title bar to edit the folder or view name.

In addition to the name, the Title bar shows the following:

• For a folder, it shows the number of runtime business views in the folder. A plus icon appears when you expand the folder in releases before 2023.4.0 to add a new view to the folder.
• For a runtime business view, it shows:
• The number of columns and formula columns in the runtime business view.
• A B icon appears next to the number of columns in the case that the business schema view has a base table. Hover over the B icon to view the selected base table.
• A green circle with a tick mark in the case of a verified business schema view.
• A gray circle with a tick mark in the case of a non-verified business schema view. To view the reason why it is not verified, hover over this mark and select Show Details.
• The number of selected columns if any.
• A trash can icon (Delete) to delete the selected columns in the case of a business schema view (not available in the case of selected columns from an Analyzer or SQL view).
• A four-start icon (Generate/Suggest) to use the integrated AI tools to generate descriptions or labels for the selected columns.

More Options menu

The More Options menu for folders and views contains different options. In releases before 2023.4.0, this menu is available in view mode with only the Edit option. This option isn't available starting 2023.4.0 as you can edit all folders and views once you are in the edit mode.

• The More Options menu for a folder shows the following options:
  • Edit: Opens the Business Schema Designer edit mode.
  • Empty/Empty Folder: Moves all runtime business views from the folder.
  • Add View: Available starting 2023.4.0. Adds a new view to the folder.
  • Delete/Delete Folder: select to delete the folder and all its runtime business views.
• The More Options menu for a runtime business view shows the following options:
  • Edit: Opens the Business Schema Designer edit mode.
  • Edit View Info: Opens the Business View Info/Edit View Info dialog to edit the runtime business view name and description.
  • Create In Analyzer: Opens the Analyzer to create a new Incorta Analyzer View. Available for new views only.
  • Create Via SQL: Opens the Query Editor to create a new Incorta SQL View. Available for new views only.
  • Edit In Analyzer: Opens the Analyzer to edit the Incorta Analyzer View.
  • Edit Via SQL: Opens the Query Editor to edit the Incorta SQL View.
  • Move To Folder: Moves the runtime business view to a selected folder.
  • Move Out of Folder: Moves the runtime business view from a folder.
  • Clear All: Removes all columns in the runtime business view.
  • Set Base Table: Opens the Set Base Table to specify the base table for the business schema view.
  • Change Base Table: Opens Change Base Table to specify another base table for the business schema view.
  • Remove Base Table: Removes the base table specified for the business schema view.
  • Delete: Deletes the runtime business view.

Folders and views tree

The Canvas shows the business schema folders and views as a tree that represents a hierarchy:

–– Folder (if any)

–––– Runtime business view

–––––– Column

You can expand or collapse each folder or view: select > (caret or chevron right icon) or the V (caret or chevron down icon) respectively.

The tree shows the following details for an expanded runtime business view:

• For a column in a business schema view, it shows the Name, Label, source column data Type (starting 2023.7.0), Description, and fully qualified name of the Source Column.
• For a formula column in a business schema view, it shows the Name, Label, calculated column data Type (starting 2023.7.0), Description, Function, and Formula.
• For a column in an Incorta Analyzer View or Incorta SQL View, it shows the Name, Label, data Type, Description (starting 2024.1.0), and Function.

When you expand a folder or view while in edit mode, you can perform different actions:

• When you expand a folder in the tree, you can:
  • Create a runtime business view in the folder (select + in the folder Title bar.)
  • Order runtime business views in the folder.
  • Drag and drop a runtime business view to or from the folder.
• When you expand a runtime business view in the tree, you can:
  • View column details and sample data for a column in a runtime business view.
  • Preview dependent entities of columns or formula columns.
• When you expand a business schema view in the tree, you can:
  • Add columns from the Data panel to the expanded business schema view.
  • Add formulas from the Data panel to the expanded business schema view.
  • Edit column properties:
    • Name
    • Label
    • Description
    • Default format (in the case of a date or numeric column)
  • Edit formula column properties:
    • Name
    • Label
    • Description
    • Function
    • Set Formula or Change Formula
    • Default format (in the case of a date or numeric formula column)
  • Order columns and formula columns in the business schema view.
  • Delete a column or formula column from a business schema view.

AI-supported features for business schemas

Starting with the 2024.1.0 release, you can use the integrated AI tools to generate and suggest descriptions and labels for selected columns in a runtime business view, allowing for:

• Providing more accurate and consistent descriptions and labels.
• Reducing manual effort.
• Ensuring data clarity.

The AI tool creates and suggests column labels based on the column name while it generates and suggests column descriptions based on the table and schema names. You can select one or more columns to generate descriptions or labels for.

Data panel

The Data panel is available in the Business Schema Designer edit mode only. It shows columns in selected physical schema tables to use for business schema views. The Tree in the Data panel represents a hierarchy:

–– Physical schema

–––– Table

–––––– Column

In the Tree, an icon exists next to the column name to indicate the column function. In releases before 2023.4.0, light blue circle indicates a Dimension or Key column whereas a dark blue circle indicates a Measure column.

Starting 2023.4.0:

• A key icon indicates a key column.
• The letter A indicates a dimension column.
• A # symbol indicates a measure column.
• A clock icon indicates a date/time column regardless of the column function.

Use the Data panel to:

• Expand all in tree or collapse all in tree.
• Search for specific tables or columns in one or more schemas.
• Open the Manage Dataset panel (select + or Manage Dataset to open it).
• Collapse and expand the tree of columns.
• View the details of a column.
• Preview the data for a column.
• Add a formula to a business schema view (drag and drop to the view canvas).
• Add a column to a business schema view (drag and drop to the view canvas).

Manage Dataset panel

Use the Manage Dataset panel to select an entire schema, select a table, or search for a specific table. The Search in the Manage Dataset panel does not support finding specific columns.

Here are some of the options available in the Manage Dataset panel:

• Select tables or schemas.
• Search for a table.
• Tree to select schemas and tables.
• Done (to save selection. Available in releases before 2023.4.0).

Business Schema Designer actions for a business schema

With the Business Schema Designer, you can perform the following actions for a business schema:

• Explore the business schema data
• Edit the business schema

Starting with the 2023.4.0 release, you can perform the following actions using the Business Schema Designer view mode:

• Copy the business schema
• Edit the business schema information
• Share the business schema
• Export the business schema
• Delete the business schema

Explore the business schema data

• In Business Schema Designer view mode, in the Action bar, select Explore Data.
• Use the Analyzer to do one of the following according to the assigned access rights and roles:
  • Create an insight referencing columns or formula columns in runtime business views in the business schema and other shared business schemas, in addition to objects in shared physical schemas.
  • Create and save a business schema view (that references columns and formula columns in shared physical schemas) in the current business schema or other shared business schemas (requires the Schema Manager role)

For more information about how to use the Analyzer to create insights or business schema views, refer to Tools → Analyzer.

Edit the business schema

• In the Business Schema Designer, do one of the following according to your Incorta Cloud release.
• For a given folder or view, select More Options (⋮ vertical ellipsis). and then select Edit.
• In the Action bar, select Edit.
• Use the Business Schema Designer in edit mode to add or edit runtime business views and folders in the business schema.
• In the Action bar, select Done/Save Changes.

For more information about the actions that you can perform for a folder, see Business Schema Designer actions for folders.

For more information about the actions you can perform for a runtime business view, see Business Schema Designer actions for runtime business views.

Copy the business schema

• In the Action bar, select More Options (⋮ vertical ellipsis), and then select Make a copy.
• In the Make a copy dialog, update the name and other information of the new business schema as required.
• Select Save.

Edit the business schema information

• In the Action bar, select More Options (⋮ vertical ellipsis), and then select Edit Information.
• In the Edit Information dialog, update the description and department of the business schema as required. You can enter up to 500 alphanumeric characters, including spaces and special characters.
• Select Save.

Share the business schema

• In the Action bar, select More Options (⋮ vertical ellipsis), and then select Share.
• In the Share dialog, you can do the following:
  • Remove an existing user or group.
  • Modify the existing access rights for a user or group.
  • Add a new user or group with the access rights.

Export the business schema

• In the Action bar, select More Options (⋮ vertical ellipsis).
• Select Export. The exported business schema .zip file is downloaded to your default Downloads folder.

Delete the business schema

• In the Action bar, select More Options (⋮ vertical ellipsis), and then select Delete.
• In the dialog, select Delete.

Business Schema Designer actions for runtime business views

With the Business Schema Designer, you can perform the following actions for runtime business views:

• Create a new business schema view
• Create a new Incorta Analyzer View
• Create a new Incorta SQL View
• Edit a business schema view
• Edit an Incorta Analyzer View
• Edit an Incorta SQL View
• Rename a runtime business view
• Edit runtime business view info
• Move a runtime business view to a folder
• Move a runtime business view out of a folder
• Remove all columns from a runtime business view
• Remove a column from a business schema view
• Remove one or more columns from a business schema view
• View details and sample data of a column in a business schema view
• View column dependencies
• View the data lineage of a runtime business view
• View the data lineage of a column in a runtime business view
• Set the base table for a business schema view
• Change the base table for a business schema view
• Remove the base table for a business schema view
• Delete a runtime business view

Create a new business schema view

• If this is the first view in the business schema, in the Canvas, select Add New View; otherwise, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, in the Action bar, select +New → Add New View.
  • Starting 2023.4.0, in the Action bar, select Edit, and then select +New → Add New View.
• In the Business Schema Designer, in the Canvas, do the following:
  • Drag and drop columns from the Data panel to the business schema view, and for each column, specify the column properties as required. For more information, review Concepts → Business Schema View Column.
  • Drag and drop a formula from the Data panel to the business schema view canvas, select the function of the formula column (Dimension or Measure), select Set Formula, and use the Formula Builder to create the formula column. For more information, review Concepts → Business Schema View Formula Column.
  • Hover over a given column or formula column, and then select Delete (trash can icon) to remove it from the business schema view. Starting 2023.4.0, you can select one or more columns, and then in the view's title bar, select Delete (trash can icon).
  • Select the view name, edit it, and then select any other place in the Business Schema Designer.
• In the Action bar, select Done/Save Changes.

Create a new Incorta Analyzer View

• If this is the first view in the business schema, in the Canvas, select Add New View; otherwise, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, in the Action bar, select +New → Add New View.
  • Starting 2023.4.0, in the Action bar, select Edit, and then select +New → Add New View.
• In the Business Schema Designer, in the Canvas, select Create In Analyzer.
• Use the Analyzer to create and save the new Incorta Analyzer View. For more information about how to use the Analyzer to create an Incorta Analyzer View, review Tools → Analyzer.
• Select the view name, edit it, and then select any other place in the Business Schema Designer.
• In the Action bar, select Done/Save Changes.

Create a new Incorta SQL View

• If this is the first view in the business schema, in the Canvas, select Add New View; otherwise, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, in the Action bar, select +New → Add New View.
  • Starting 2023.4.0, in the Action bar, select Edit, and then select +New → Add New View.
• In the Business Schema Designer, in the Canvas, select Create Via SQL.
• Use the SQL Editor to create and save the new Incorta SQL view.
• Select Format to format the query, and then select Execute to preview the output.
• In the Action bar, select Done/Save Changes.

Edit a business schema view

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, expand the business schema view and make the necessary changes:
  • To add a new column, drag and drop a column from the Data panel to the business schema view. For more information, review Concepts → Business Schema View Column.
  • To add a formula column, drag and drop a formula from the Data panel to the business schema view, select Set Formula, and use the Formula Builder to create the formula column. For more information, review Concepts → Business Schema View Formula Column.
  • To edit the properties of a column or formula, change the name, label, and/or description of the column or formula.
  • To change the formula of a formula column, select Change Formula, and use the Formula Builder to update the formula column. For more information, review Concepts → Business Schema View Formula Column.
  • To change the function of a formula column, for Source Column/Formula, select Dimension or Measure.
  • To order columns or formula columns in the business schema view, drag and drop a given column or formula column to the place you want in the business schema view.
  • To remove a given column or formula column from the business schema view, hover over the row, and then select Delete (trash can icon).
  • (Starting 2023.4.0) To remove one or more columns or formula columns from the business schema view, select them, and then in the view's title bar, select Delete (trash can icon).
• In the Action bar, select Done/Save Changes.

Set the date or number format at the view column level

• In the Edit mode, expand the business schema view you want.
• For the date or numeric column you want to set its default format, in the Type column, specify the format options depending on the column's data type.
  • for numeric columns, you can select a predefined format, such as Rounded and Percent, and specify additional options, including the number of decimal places, a prefix, a suffix, and the thousands separator.
  • For date columns, you can select a predefined date format, such as Short, Long, and Full, or enter a date mask, such as MMM dd, yyyy hh.

The following table shows the valid characters for a date mask and what each of them represents.

Use AI tools to generate column labels

• In the Edit mode, expand the business schema view, and then select the columns you want the integrated AI tools to generate labels for.
• In the view's title bar, select Generate/Suggest (four-star icon), and then select Generate Labels.
• Update the generated labels if required, and then save the changes.

Use AI tools to generate column descriptions

• In the Edit mode, expand the business schema view, and then select the columns you want the integrated AI tools to generate description for.
• In the view's title bar, select Generate/Suggest (four-star icon), and then select Generate Description.
• Update the generated descriptions if required, and then save the changes.

Edit an Incorta Analyzer View

You can edit an Incorta Analyzer View only in the Analyzer.

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given Incorta Analyzer View, select More Options (⋮ vertical ellipsis).
• Select Edit In Analyzer.
• In the Analyzer, make the required changes, and then select Save.
• In the Action bar, select Done/Save Changes.

Edit an Incorta SQL View

You can edit an Incorta SQL View only in the SQL editor.

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given Incorta SQL View, select More Options (⋮ vertical ellipsis).
• Select Edit Via SQL.
• In the SQL editor, make the required changes, and then select Done.
• In the Action bar, select Done/Save Changes.

Rename a runtime business view

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given view, in the title bar, select the view name, and edit it.
• Select any other place in the Business Schema Designer.
• In the Action bar, select Done/Save Changes.

You can also change the name when editing the runtime business view info.

Edit runtime business view info

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given view, select More Options (⋮ vertical ellipsis).
• Select Edit View Info.
• In the dialog, change the name of the view as required, optionally add a description, and then select Done.
• In the Action bar, select Done/Save Changes.

Move a runtime business view to a folder

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given view, do one of the following:
  • Select More Options (⋮ vertical ellipsis), select Move To Folder, and then select the folder you want to move the view to.
  • Expand the folder you want to move the view to, and then drag and drop the view to this folder.
• In the Action bar, select Done/Save Changes.

Move a runtime business view out of a folder

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given view that exists in a folder, do one of the following:
  • Select More Options (⋮ vertical ellipsis), and then select Move Out of Folder.
  • Drag and drop the view out of the folder to the root list or to another expanded folder.
• In the Action bar, select Done/Save Changes.

Remove all columns from a runtime business view

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given view, select More Options (⋮ vertical ellipsis).
• Select Clear All.
• In the dialog, select Remove/Clear.
• In the Action bar, select Done/Save Changes.

Remove a column from a business schema view

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, expand a given business schema view.
• For a given column or formula column in the business schema view, hover over the row, and then select Delete (trash can icon).
• In the Action bar, select Done/Save Changes.

Remove one or more columns from a business schema view

Starting 2023.4.0, you can select one or more columns or formula columns and remove them from the business schema view.

• In the Business Schema Designer, in the Action bar, select Edit.
• In the Canvas, expand a given business schema view.
• Select the columns and formula columns in the business schema view that you want to remove,
• In the view's title bar, select Delete (trash can icon).
• In the Action bar, select Save Changes.

View details and sample data of a column in a business schema view

You can view the details and sample data of a column in a business schema view in both view and edit modes.

• In the Canvas, expand a given business schema view.
• For a given column in the business schema view, hover over the row, and then select View Details (eye icon).
• Review the column details and sample data.

View column dependencies (2022.7.0-2023.4.1)

You can view the dependent entities of a column or formula column in a runtime business view in both view and edit modes.

• In the Business Schema Designer, expand the runtime business view you want.
• In the columns section, hover over the column you want to preview its dependent entities, and then select the DNA icon.
• Use the Data Lineage Viewer to review the list and diagram of dependent entities.
• Optionally, select the download icon to save the dependency list to a CSV file.

View the data lineage of a runtime business view

This feature is available starting with 2023.7.0.

• In the Business Schema Designer, for the runtime business view you want, select More Options (⋮ vertical ellipsis).
• Select Open Lineage.
• Use the Data Lineage Viewer v2 to review the upstream and downstream lineage of the respective view.

View the data lineage of a runtime business view column

• In the Business Schema Designer, expand the runtime business view you want.
• In the columns section, for the column or formula column you want, select Lineage.
• Use the Data Lineage Viewer v2 to review the upstream and downstream lineage of the respective column.

Set the base table for a business schema view

You can use the Business Schema Designer to set the base table for a business schema view only. This will enable a default query path for attribute-only queries, where one of the attributes is from the current business schema view.

Here are the steps to set the base table for a business schema view:

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given business schema view, select More Options (⋮ vertical ellipsis).
• Select Set Base Table.
• In the Set Base Table dialog, in Schema, select the physical schema that contains the table that you want.
• In Base Table, select the base table that you want.
• Select Set.
• In the Action bar, select Done/Save Changes.

Change the base table for a business schema view

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given business schema view that has a base table, select More Options (⋮ vertical ellipsis).
• Select Change Base Table.
• In the Change Base Table dialog, in Schema, select the physical schema that contains the table that you want.
• In Base Table, select the base table that you want.
• Select Change.
• In the Action bar, select Done/Save Changes.

Remove the base table for a business schema view

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given business schema view that has a base table, select More Options (⋮ vertical ellipsis).
• Select Remove Base Table.
• In the dialog, select Remove Anyways/Remove Base Table.
• In the Action bar, select Done/Save Changes.

Delete a runtime business view

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given view, select More Options (⋮ vertical ellipsis).
• Select Delete.
• In the dialog, select Delete.
• In the Action bar, select Done/Save Changes.

Business Schema Designer actions for folders

With the Business Schema Designer, you can perform the following actions for folders:

• Create a new folder
• Edit a folder
• Create a runtime business view in a folder
• Rename a folder
• Empty a folder
• Delete a folder

Create a new folder

• If the business schema doesn't have any views or folders, in the Canvas, select Add New Folder; otherwise, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, in the Action bar, select +New → Add New Folder.
  • Starting 2023.4.0, in the Action bar, select Edit, and then select +New → Add New Folder.
• Make any required changes, and then in the Action bar, select Done/Save Changes.

Edit a folder

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, expand the folder, and make the necessary changes, for example,
  • To add a new view, in the Title bar, select +.
  • To order views in the folder, drag and drop the view to the place you want.
  • To move a view to the folder, drag and drop the view to the folder.
  • To move a view from the folder, drag and drop the view out of the folder.
• In the Action bar, select Done/Save Changes.

Create a runtime business view in a folder

Steps vary according to the cloud release.

Here are the steps to create a view in a folder in releases before 2023.4.0.

• In the Business Schema Designer, for a given folder or view, select More Options (⋮ vertical ellipsis).
• Select Edit.
• In the Canvas, expand the folder that you want to create a view in.
• In the folder's title bar, select +.
• Do one of the following:
  • Drag and drop columns from the Data panel to the new view to create a business schema view.
  • Select Create In Analyzer to create a new Incorta Analyzer View.
  • Select Create Via SQL to create a new Incorta SQL View.
• In the Action bar, select Done.

Here are the steps to create a view in a folder in releases starting 2023.4.0.

• In the Business Schema Designer, in the Action bar, select Edit.
• In the Canvas, for a given folder, select More Options (⋮ vertical ellipsis), and then select Add View.
• Do one of the following:
  • Drag and drop columns from the Data panel to the new view to create a business schema view.
  • Select Create In Analyzer to create a new Incorta Analyzer View.
  • Select Create Via SQL to create a new Incorta SQL View.
• In the Action bar, select Save Changes.

Rename a folder

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given folder, select the folder name, and edit it as necessary.
• Select any other place in the Business Schema Designer.
• In the Action bar, select Done/Save Changes.

Empty a folder

When you empty a given folder, all its runtime business views are moved to the Business Schema root list.

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given folder, select More Options (⋮ vertical ellipsis).
• Select Empty/Empty Folder.
• In the Action bar, select Done/Save Changes.

Delete a folder

When you delete a folder, all runtime business views in this folder are deleted as well.

• In the Business Schema Designer, do one of the following depending on the cloud release:
  • For releases before 2023.4.0, for a given folder or view, select More Options (⋮ vertical ellipsis), and then select Edit.
  • Starting 2023.4.0, in the Action bar, select Edit.
• In the Canvas, for a given folder, select More Options (⋮ vertical ellipsis).
• Select Delete/Delete Folder.
• In the dialog, select Delete.
• In the Action bar, select Done/Save Changes.

Business Schema Designer actions for a version

Starting 2022.12.0, you can use the Business Schema Designer to perform the following actions for business schema versions:

• Search or filter the version history
• Name a version
• Export a version
• Restore a version

Search or filter the version history

• In Business Schema Designer view mode, in the Action bar, select More Options (⋮ vertical ellipsis), and then select Version History.
• In the Version history drawer, specify the filter criteria as required:
  • For Version Date, select a period to search for versions created or restored within this period. You can select a predefined period, such as Yesterday and Last 7 days (including today), or select custom, and then specify the period’s start and end dates.
  • For Modified By, the name of the user who created the version you search for.
  • Enable the Only Show Named Versions toggle to show only named versions.
• The Saved Versions tab shows the versions that match the filter options you specified.

Name a version

• In Business Schema Designer view mode, in the Action bar, select More Options (⋮ vertical ellipsis), and then select Version History.
• In the Version history drawer, optionally, search for the version you want.
• For a given version, select the version name (by default, the version creation or restore time is the version name).
• Specify a new name for the version, and then press ENTER or select any other place in the drawer or the Business Schema Designer.

Export a version

• In Business Schema Designer view mode, in the Action bar, select More Options (⋮ vertical ellipsis), and then select Version History.
• In the Version history drawer, optionally, search for the version you want.
• For a given version, select More Options (⋮ vertical ellipsis) → Export. The exported business schema .zip file is saved to the Downloads folder.

Restore a version

When you restore a version of a business schema, a copy of this version becomes the current version. The default name of the copied version is its restore (creation) time. The original version remains as is with its name and creation date. When you restore a previous version, you not only restore the objects and their states, but you also restore the description and assigned department defined in this version.

Here are the steps to restore a version of a business schema:

• In Business Schema Designer view mode, in the Action bar, select More Options (⋮ vertical ellipsis), and then select Version History.
• In the Version history drawer, optionally, search for the version you want.
• For a given version, select More Options (⋮ vertical ellipsis) → Restore.