Model Overview

Models are used to capture or report on data in Applications, and define the OLAP cubes generated by our software. Using the Dimensions provided in the Integrated Financial Planning Sample Application, we will provide an overview on how to use Models.

 

Tip: For more information on Models, review the Modeler Tutorial - Part 3.

 

 

Create a Model

1. Hover over Modeler and select an App (e.g., Integrated Financial Planning).

 

 

2. On the right menu, select the All Models node.

 

 

3. Click Add.

 

 

4. Enter the Model Name and click Save.

 

 

Note: Copy From allows users to create Models based on existing ones. This can save time if you already have a Model with similar selection of Dimensions. While the structure of the Model is copied, the data is not.

 

6. Go to the newly created Model under the All Models node.

7. Select the checkboxes of the Dimensions you want to remove.

8. Click Remove. 

 

 

9. Click OK when the pop-up window appears.

 

 

10. Click Add.

 

 

11. Select the boxes next to the Dimensions you want to add.

12. Click OK.

 

 

13. To the right of the navigation bar, click Save and then Deploy when ready.

 

 

Deployment will drop and then build all of the OLAP Cubes as defined by the Models.

 

 

Delete a Model

1. Go to the All Models node.

2. Select the checkbox next to the Models you want to delete.

3. Click Remove.

4. Click OK when the pop-up window appears.

 

Group a Model

1. Hover over a Model.

2. Select Edit in the Group column.

 

 

3. Enter the desired group name.

 

 

4. Click Save.

 

 

Additional Options

Linked Model and Perspective

In the previous sections, we worked in the Model Dimension tab. However, there are two additional tabs: Linked Model and Perspective.

 

 

• Linked Model: Links multiple Models together so they all share Measures and Dimensions. This helps create Model Validations
• Perspective: Assists with the creation of a more user friendly interface for third-party analysis tools when connecting to a model’s data

 

Tip: To learn more about linked models, read Use Linked Models. To learn more about perspectives, read the Configure Perspectives to Simplify Analysis.

 

Disabled, Audit, and Hide

 

Three final settings we should mention are Disabled, Audit, and Hide:

 

• Disabled: Turns off the Model when Application is Deployed
• Audit: Tracks changes to the [Fact History] or FH_ table
• Hide:  Hides the Model from appearing in PivotTables when connecting via SSAS