Deliver instance tables represents the culmination of all the extraction, transformation, and loading that happens prior to the tables being added to the Deliver instance. This article describes the various types of fields that can be added to Deliver instance tables. 

Adding a Custom Field

Adding a Custom Field

Adding a Custom Measure

​Adding a Custom Measure

Adding a Measure based on a Table

Adding a Measure based on a Table

Adding a Measure based on a Field

Adding a Measure based on a Field

Hiding a Field or a Measure

Hiding a Field or a Measure

Setting Data Format and Category

Configuring the data format and category can control how field data is displayed in client applications. For example, Power BI will display text fields as links when they are categorized as "Web URL".

Use the following steps to set the data format and category for a field.

1. Right-click the field and select Edit Field to open the following window.

   

2. Select the data format for the field from the Data format list. The options available will depend on the data type, which can be changed on the source field in the Prepare instance, if necessary. For some data types, just one data format is available and thus cannot be changed.
3. Click Customize to customize the data format, e.g. the number of decimal places for decimal numbers.
4. Select the category from the Category list.

Choosing How a Field is Summarized

In analysis and reporting applications, a field can be aggregated in a number of different ways, such as 'sum', 'average' or 'minimum'. The Summarize by option for fields controls how Power BI will aggregate the field.

Use the following steps to change the summarize by option:

1. Right-click the field and select Edit Field.
2. in the Summarize by list, click the appropriate summarization setting.

Sorting a Field by another Field

Some fields have an inherent and conventional sort order. For instance, months are usually ordered from January to December and not alphabetically from April to September. In this case, it would make sense to order the months according to a month number instead of the month name.

Configure one field to be sorted by another field as follows:

1. Right-click the field and select Edit Field.
2. In the Sort by list, click on the field that contains the values to be used for sorting. 

Organizing fields and Measures in Display Folders

Display Folders can be used to organize fields and measures into folders for use in client applications such as PowerBI.

Use the following steps to add a display folder and then to add fields to the folder.

1. Right click the table that contains the fields to be foldered and select Display Folders to open the following window. 

   

2. Click Add and type a name for the folder in the Name box. The syntax for display folder names includes two special characters:
   • Backslash: Use backslash to create a hierarchy of display folders. For example, "A\B" will create a display folder "A" that contains a display folder "B".
   • Semicolon: Behind the scenes, TimeXtender Data Integration creates one display folder string for each field where each folder is separated by a semicolon. It is possible, but not recommended, to create display folders with a semicolon in the name. For example, mapping a display folder called "A;B" to a field is the same as mapping the field to a display folder "A" and a display folder "B".
   Display folders are shared across the model.
3. Map the fields to display folders by clicking the check box where a field and a display folder intersect in the grid.