📌 Summary
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💡 Databases unify multiple Data Sources into a single, standardized view (e.g. combine Finance and Sales data). They’re the curated layer Models reference for calculations.
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🎯 Purpose
- Joining multiple sources (ERP actuals + CRM pipeline, etc.)
- Standardizing names/structures (schema) across entities
- Applying mappings so rollups and drill-downs behave consistently
🔑 Key Concepts
- Sources vs. Database: a source is raw input; a database is your curated, joined view.
- Schema (Database level): define column types (measure, dimension, date, relationships) to normalize disparate inputs.
- Cross-entity setups: each company/workspace can have its own mapping; Databases align them for portfolio views.
➡️ Typical tasks
- Add multiple sources into one Database
- Define/adjust the Database schema (measures, dimensions, dates, relationships)
- Use mappings to align account structures
- Export filtered tables for audits or spot checks
⚡️ Quick start
- Open Databases → create or select a database.
- Add Source rows to include your chosen Data Sources.
- In Settings, define schema columns and relationships (joins/mappings).
- Validate in Overview with filters; save and reprocess if needed.