Diagram Canvas
Diagram Canvas
The canvas right-click menu provides shortcuts that affect the whole diagram (layout, filters, helpers, and model-wide actions). Items may be disabled when not applicable (e.g., Remove filter if no filter is active).
| Feature | Description | Launched from |
|---|---|---|
| Show thumbnail | Toggle a small navigator preview of the current diagram to pan and jump quickly across large models. | Context menu only |
| Store filter | Save the current diagram filter (e.g., visible schemas/tables) for quick reuse. | Context menu only |
| Remove filter | Clear the active filter and display all objects. (Disabled when no filter is applied.) | Context menu only |
| Refresh | Reload the diagram from the repository to reflect the latest metadata/layout changes. | Context menu only |
| Add ▸ | Insert new objects into the diagram (e.g., tables or other elements, depending on configuration). | Ribbon alternatives vary (commonly under DWH → Tables); context menu recommended for speed. |
| Synchronize DWH | Synchronize warehouse structures with the latest source/metadata changes. | Ribbon → File → Sync Wizard |
| DWH Wizard | Launch the guided wizard to create/extend warehouse structures from selected sources or templates. | Ribbon → File → DWH Wizard |
| Add/refresh hash keys | Generate or update hash keys used for change detection and surrogate keys across the model. | Context menu only |
| Import/Export definition ▸ | Import or export the diagram definition/layout for reuse, sharing, or versioning. | Context menu only |
| Locks ▸ | Lock/unlock elements to prevent accidental edits to positions or properties. | Context menu only |
| Model ▸ | Create or update a semantic model from the current diagram selection. | Ribbon → Data Products → Models (where available) |
| Save diagram as picture | Export the current diagram as an image for documentation and sharing. | Context menu only |
Note: Availability depends on selection and permissions. If you don’t see a command, confirm you’re right-clicking the canvas (not an object) or use the ribbon path listed above.
Submenu — Add ▸
Use Add to insert tables and helper objects into the diagram. Disabled items appear when the selection or context doesn’t meet prerequisites.
| Feature | Description | Launched from |
|---|---|---|
| Externally filled table | Add a table whose data is managed outside of AC (e.g., staging from a third-party process). | Context menu → Add |
| Data source | Insert a source object placeholder to wire up lineage and mappings. | Context menu → Add |
| Import | Add an Import object to bring data from external files or systems. | Ribbon → ETL → Imports |
| Historization | Create a historization (SCD) object for tracking changes over time. | Ribbon → ETL → Historizations |
| Persisting | Add a persisting step to materialize interim results between layers. | Context menu → Add |
| Transformation | Insert a transformation node to shape or enrich data. | Ribbon → ETL → Transformations |
| Data vault hub | Add a Data Vault Hub structure for business keys. | Context menu → Add |
| Data vault satellite | Add a Data Vault Satellite for descriptive attributes and history. | Context menu → Add |
| Data vault link | Add a Data Vault Link to relate hubs (many-to-many keys). | Context menu → Add |
| Calendar dimension | Generate a reusable calendar dimension (year, month, day, etc.). | Ribbon → ETL → New Transformation — Calendar Dimension |
| Time dimension | Create a time-of-day dimension (hours, minutes, seconds). | Ribbon → ETL → New Transformation — Time Dimension |
| Snapshot dimension | Create a snapshot dimension to capture point-in-time states. | Ribbon → ETL → New Transformation — Snapshot Dimension |
Note: Greyed items indicate the current context doesn’t support that action (e.g., nothing selected or incompatible layer).
Submenu — Import/Export definition ▸
Import or export diagram/layout definitions to move work between environments or share configurations.
| Feature | Description | Launched from |
|---|---|---|
| Import from file | Load a diagram definition from a local file. | Context menu → Import/Export definition |
| Import from cloud | Load a diagram definition from connected cloud storage. | Context menu → Import/Export definition |
| Export to file | Save the current diagram definition to a local file. | Context menu → Import/Export definition |
| Export to cloud | Save the current diagram definition to cloud storage. | Context menu → Import/Export definition |
Submenu — Locks ▸
Manage edit locks to prevent conflicts or accidental changes.
| Feature | Description | Launched from |
|---|---|---|
| Release synchronization lock | Clear a sync lock if a previous synchronization didn’t complete cleanly. | Context menu → Locks |
| Unlock my locked object | Unlock items currently locked by your user. | Context menu → Locks |
| Unlock all locked objects | Attempt to release all locks in the diagram (permissions required). | Context menu → Locks |
Submenu — Model ▸
Build or update a semantic model based on the current diagram selection for downstream BI tools.
| Feature | Description | Launched from |
|---|---|---|
| Create model from selection | Generate a new model with facts, dimensions, and relationships currently in view/selected. | Ribbon → Data Products → Models |
| Update model | Sync an existing model with recent schema or relation changes. | Ribbon → Data Products → Models |
