Visualize+: Data Glossary

Join: Joining data combines current data with another table or with another saved question.

Model: The starting point for most questions. Each model table combines the fact tables and dimensions for one subject i.e. Payments, Appointments or Chart Note Compliance. Combining fact tables and dimensions means that you don’t need to join anything.

Dim: Clean lookup tables for the people and things you track: Clients, Providers, Invoices and Organizations. Join them to fact tables to add names and attributes.

Fact: Detailed records of things that happened i.e. payments, appointments and task completions. Use these when a model can’t answer the question. Join them to dimensions for context.

Filter: Filters allow you to restrict the data that you’re seeing i.e. “cancellations from last month” or “appointments in Virginia”. Within Visualize+ you can filter by a column, based on a data point and filter a time series chart.

Summary: Summarizing means combining data from multiple records together and producing a single number i.e. “average # of appointments/day”. Summaries allow you to calculate averages, totals, counts of, and other metrics.

Custom Expression: Like formulas in spreadsheet software like Excel, Google Sheets, and LibreOffice Calc. They are the power tools in the query builder’s editor that allow you to ask more complicated questions.

DBT Customer Data: Raw data. It’s the unprocessed source and the fallback for technical users, and Vizzy can still query it.

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