When you add a source to the design canvas, the steps that you follow depend on whether you are adding the first source to a new, blank query, or if you are linking a related source to an existing source on the design canvas.
Note: If the design canvas is populated with one or more sources, any source you add must be linked to an existing source via a relationship family or manual join.
On the design canvas, select the source to which you want to add a related source.
Select the plus symbol, and then drag the pointer to another location on the design canvas.
A blank node appears, and, in the direction that you drag the pointer, a line connecting the two nodes is drawn automatically.
In the location where you want to place the related source, release the pointer.
The Add Related Source window appears.
Depending on the type of related source you want to use, select one of the following tabs:
Add Related Family: Displays the list of entity families to which you have at least View privileges, as well as the corresponding Meridium relationship families that link those entity families to the source you selected on the design canvas.
Add Manual Join: Displays a number of options that allow you to manually link a field in the predecessor source (the source you selected) to a field in a successor family or query. Once you select a successor source, you can then define the type of join you want to use.
In the Add Related Family section, select the desired entity family and relationship family combination.
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In the Add Manual Join section, populate the fields according to the following steps:
In the Predecessor subsection, in the Field box, select a field in the predecessor source.
In the Successor subsection:
In the Source box, select the type of source you want to use: Family or Query.
If you selected Family, then in the Table box, select an entity family.
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If you selected Query, to the right of the Table box, select .
On the left side of the window, navigate to the folder that contains the query that you want to use.
Select the query, and then select Open.
The Select a query from the catalog window closes, and the Table box is populated with the query folder path.
In the Field box, select a field in the family or query.
Below the Predecessor and Successor sections, specify the type of join you want to use to link the selected fields:
Select Only include rows where the joined fields from both tables are equal to create an inner join.
Select Include ALL rows from '[<predecessor_source>]' and only those rows from '[<successor_source>]' where the joined fields are equal to create a left outer join.
Select Include ALL rows from '[<successor_source>]' and only those rows from '[<predecessor_source>]' where the joined fields are equal to create a right outer join.
Select Add.
The design canvas appears, and the new source node is populated with the selected source. The line connecting the two nodes changes to represent one of the following types of relationships.
