Modeling the Data

In the Power Query Editor, you can take all the data loaded and transform as needed. This includes all things like changing column data types, for example from a text field to an integer or filtering records on specific forms, etc. These will be helpful when modeling the data relationships after the data is loaded.

Once your data is loaded to setup relationships you can do something like this creating relationships between your Records, RecordFields, Locations, Forms, and Resources. This will allow you to create visuals and reports connecting data across your tables. These can include external data outside of SafetyChain as well. This can help with the speed and performance of your data as well as providing a framework on how your data is used; see an example of a data model below.

In this example we are connecting the Records table with the RecordFields table using a 1-1 relationship on the RecordNumber.