Author: Ian Britz
Welcome to the Introduction to Modeler series. In this series we'll take a look at the basics of using the Kepion Modeler. The Modeler is the section within Kepion where you can design and build your applications. If you've never used Kepion before, or you want a better understanding of the fundamental components that go into building a Kepion Solution, this is the best place to begin.
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In this project we'll walk through the process of creating a new Application, defining the Dimensions and Models, constructing the Forms and Dashboards, and creating Data Rules to drive a few basic calculations. By the end we'll have a fully-functioning, live application to use as an example. A backup of the end result is attached below for reference.
Our Application will contain a single Workflow App which we'll use to track the revenue and expenses for a fictional business. Our business will sell a generic product and we'll track how much the product costs to make, how much it's sold for, and how many we're selling. In addition, we'll track some basic operating expenses, e.g., employee salary, and then calculate everything together to plan for the future and track our bottom line!
The Application will consist of three OLAP cubes, or Models-- an Assumption Model, Expense Model, and Reporting Model. Each Model will be constructed using the Dimensions outlined in the image below.
Note: We'll cover Dimensions and Models in more detail later on.
We'll then use these Models to create a number of reports or Forms. As all of the Forms in our Assumption Model will use the same Dimensions, we could technically combine them into a single Form, but for the purpose of this example we'll create separate Forms to make the distinctions between them more clear.
Note: The color of the Forms below is just to help make distinctions between them and doesn't represent any structural difference.
Table of Contents
Part 1 - Application Settings - Setup the initial application and configure default settings.
Part 2 - Dimensions - Define and configure the five dimensions needed.
Part 3 - Models - Use the newly created Dimensions to define three Models.
Part 4a - Cost & Price Forms - Learn the basics of Form design, and construct two simple Forms.
Part 4b - Quantity & Revenue Forms - Expand on design features and create two more Forms.
Part 4c - OPEX & Net Income Forms - Add more features to our Forms and create the last two.
Part 5a - Dashboards - Combine our Forms into a single place using Dashboards.
Part 5b - Dashboard Additional Settings - Configure additional features of the Dashboard.
Part 6 - Administrator Settings - Set permissions for writing data and create our Workflow App.
Part 7 - Apps - The basics of using an App and entering data.
Part 8a - Revenue & Cost Data Rule - Create a Data Rule to calculate the Revenue & Cost Form.
Part 8b - Net Income Data Rule - Design a second Data Rule to calculate the Net Income Form.