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Configure a subject area

A subject area is the layer between raw tables and the questions users ask. It groups related tables, defines how they join, applies business-friendly labels, and becomes the surface Athena queries against. This procedure walks through creating one in Data Management.

⚠ Procedure steps below need UI capture against the staging platform. The shape is in place; the actual click-paths and screenshots are TBD.

Before you start​

  • A ConverSight account with the Data Administrator role.
  • At least one data connection already registered (see Connect Sage Intacct or another connector).
  • A clear picture of the business concept the subject area should represent (e.g., "Sales by customer" — what tables, what joins, what columns matter).

Steps​

  1. Step one — what to click and what to see.
  2. Step two.
  3. Step three.

Verify​

The subject area shows up under Athena's data picker. A user with the right role can pick it and ask a question against it; the response cites the right columns from the registered tables.

Troubleshooting​

SymptomLikely causeFix
Athena can't answer common questions against the subject areaMissing column labels or synonymsAdd synonyms in the column configuration
Joins return duplicated rowsWrong cardinality on the join definitionRe-check the join type (one-to-many vs many-to-many)
Subject area not visible to operatorsRLS rule mis-scopes the datasetVerify the role's RLS scope in Users & Roles