Load - Browse - Publish

After completing the product setup, users will see a new Welcome page.

For users with the permissions to create a new cube, there will be 3 options to choose from when creating a new project and modeling a new cube:

  1. Start from Scratch - create your own model from a blank canvas
  2. Use Sample to Explore - use a sample model with sample data to quickly explore modeling
  3. Import Existing XML - Import and modify from an existing XML file.

Start From Scratch:

Selecting “Start from Scratch” will open a new process flow with the following steps:

  1. Give your project a unique name. Type in a project name - a green checkmark will appear if it is unique. Select “Next”
  2. Select your modeling Environment from the drop down menu.
  3. Set Initial Permissions. The choices are to give all users permissions to the new cube, or just you. You may change this later after the cube has been created.
  4. Select “Finish” and you will be taken directly to the cube design canvas. The cube name is the same as the project name, and can be changed from the Project->Cube->Setting menu.

Use Sample to Explore:

Selecting “Use a Sample to Explore” will open a new process flow with the following steps:

  1. Upload your file. You can use a pre-packaged sample data set to start exploring the cube design process.

    a. Click on the “Our Sample Data Repository” link to select a data set to explore, which takes you to the Software Downloads page.

    b. Choose the sample application you would like to explore and select “Download”

    c. Navigate back to the AtScale tab in your browser

    d. Select the Environment and Schema

    e. Select “Browse” to select your newly downloaded sample data and then click “Next”

  2. Set Initial Permissions. You may choose to give all users permissions to the new cube, or just you. You may change this later after the cube has been created.

  3. On the “Finish” screen, you will be directed to select the project/cube to open first, if there are multiple projects/cubes in file.

  4. Select “Finish” and you will be taken directly to the cube design canvas populated with your sample data.

Import Existing XML:

Selecting “Import Existing XML” will open a new process flow with the following steps:

  1. Enter or Upload Your Existing XML. Select from 2 options: Upload File or Paste Code.

    a. If you select “Upload File”, you will be prompted to Browse for the XML file and then select that file for upload.

    b. If you select “Paste Code”, you will see an area in the interface to paste in your XML code.

    c. You may be prompted to rename the project if there currently is a project of same name.

  2. Select Environment. From the drop down, select the modeling environment for your project.

  3. Set Initial Permissions. You may choose to give all users permissions to the new cube, or just you. You may change this later after the cube has been created.

  4. On the “Finish” screen, you will be directed to select the project/cube to open first, if there are multiple projects/cubes in your XML.

  5. Select “Finish” and you will be taken directly to the cube design canvas populated with the project you just imported.

Cube Modeling:

After finishing the Project/Cube setup, you will be taken directly to the Cube Design Canvas. If you selected the “Start from Scratch” option, your canvas will be blank.

Add Dataset

To add a dataset to your blank canvas, select the Library icon from the right panel. Then select the “+” icon and select ‘data set”.

You will then be prompted to name the data set, and set the preferences for this data set. Select the schema and then select a table from that schema, or paste in SQL to create the data set. In this example, the Clickstream table has been selected from the AtScale schema.

Select “Save”, and the data set will be saved into your library. From the library, you can then drag and drop it onto the canvas.

Add Dimension

After adding your dataset, you can now start modeling your dimensions and measures. To add a dimension, select the “+” icon from the Dimension panel on the upper right hand side of the design canvas.

On the “Create a Dimension” interface, set the dimension properties: Display Name, dataset, key column, value column, uniqueness and cardinality.

Select “Save” and you will see the dimension listed in the Dimension Panel.

Add Degenerate Dimension

A degenerate dimension can be modeled on one or several columns of the fact dataset. In this case, the modeling workflow is similar to that of a normal dimension, except that the table or view backing the dimension is the fact dataset itself. Logical dimensions that are degenerate dimensions are represented with a gray header on the main cube canvas.

To add a degenerate dimension to your cube, simply drag the field (from the dataset in the canvas) and drop it in the Dimension panel on right hand side. In this example, the City and State fields have been dragged from the Clickstream dataset and dropped into the Dimension panel. They have a grey dimension icon next to them.

In the design canvas, these degenerate dimensions have a gray header and orange connector lines to the fact table.

Add Measure

There are 2 options for adding Measures to your cube:

  1. Drag and drop a measure field from your dataset into the Measures panel on the right
  2. Click on the “+” icon in the Measures panel

Either option will bring up the “Create a Measure” interface, where you can set the properties of your measure: Name, source, summation, etc.

Publish Cube and Visualize Data

Once the model is set, you can promote your new cube to your BI users for analysis in your preferred BI tool. Simply select the “Publish” tab in upper right hand corner of cube canvas, or from the project view.

From the Publish page, select the environment where the cube will reside. You have the option to add tags, copy tags from a similar project, and publish the cube to Tableau Server as TDS (Tableau Data Source). Click “Publish” at bottom of the screen. You will be taken to the Project view for that cube and you will see the confirmation of cube publishing in the “Recent Activity” section.

You can download your cube as a Tableau Data Source (TDS), which can then be accessed in Tableau Desktop. From the project view, select the cube to analyze and select “Download Tableau TDS”. The TDS file will download to your default download folder on your computer.

Open Tableau Desktop on your computer. From Connect->To a File, select “More…”

Select the .TDS file from your download folder and open the file.

You will see your dimensions and measures from your cube in the data pane on the left hand side of the application.

You can drag and drop dimensions and measures to explore the data. The example below, with just a few keystrokes, shows a map of clickstream activity (page views and user counts) by city.