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Wizard step - Define Roles

Applies to
Platform: Microsoft SQL Server · Snowflake · Snowflake dbt · Databricks · Databricks dbt · Fabric Lakehouse · Fabric Warehouse · Oracle

The steps to create a Model Object with the wizard vary based on the source and target model object types. In the Define Roles step, you set the role name of each relationship that the wizard creates. Earlier versions of this article called the step Create Relations with Role.

Define Roles

The step follows the step in which you select the referenced model objects. These wizards have the step:

  • Dimensional: Create Entity (step 5, after Select Relationship), Create Fact (step 4, after Create Relations)
  • Data Mart: Create Mart Fact (step 4, after Create Relations)
  • Data Vault: Create Link, Create Same As Link, Create Hierarchical Link and their Business Vault counterparts (after Create Multiple Relations)
  • Data Vault: Create Driving Key Link and Create Business Driving Key Link, twice: step 4, after Create Multiple Relations Driving, for the driving relationships, and step 6, after Create Multiple Relations Not Driving, for the others

In Select Relationship and Create Relations, you select the referenced model objects and choose CREATE RELATIONSHIPS.

The step shows a table with one row per relationship:

  • Relationship: the referenced model object.
  • Role: the role name. By default, it is the name of the referenced model object. Change it when there are several Relationships to the same Model Object, for example three relationships to Date_Day.
  1. Update the role names if needed.
  2. Choose DEFINE ROLES to continue.

To change the role, or the Historization Type of an Entity relationship, after the wizard, see Edit a Relationship.

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