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Model Overview

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Introduction

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 of how to use Models.

 

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

 

 

All Models

The All Models node allows you to manage your Models.

 

AllModelsmenu.png

 

Actions

Allmodelsactions.png

 

Action Function
Add Add a Model
Remove Remove a Model
Rename Rename a Model

 

Columns

Column Function
Model Name of Model
Group Input groups name to organize Models together
Records Number of records in the Model
Dimension Number of Dimensions in the Model
Forms Number of Forms in the Model
Disabled

Turns off the Model when Application is deployed
Audit Starts an audit trail for the Model
Hide Hides the Model from appearing in PivotTables when connecting via SSAS

 

Add Model

1. Click Add.

 

AddModel.png

 

2. Enter a name for the Model and click Save.

 

AddModelConfig.png

 

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

 

Remove Model

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

2. Click Remove. 

 

RemoveModel.png

 

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

 

RemoveModelConfirm.png

 

Rename Model

1. Click Rename. 

 

RenameModel.png

 

2. From the Model drop-down. select the target Model. 

 

Renameconfig.png

 

3. Enter a new name. 

4. Click Save. 

 

Group Model

1. Hover over a Model.

2. Select Edit in the Group column.

 

EditGroup.png

 

3. Enter your desired group name.

 

editgroupname.png

 

4. Click Save.

 

 

Individual Models

Your individual Models appear when you expand the All Models node. 

 

individualmodels.png

 

Model Dimension

ModelDimension.png

 

Actions

Action Function
Add Add Dimension to Model
Remove Remove Dimension from Model
Disable By Account Turns off time aggregation by account

 

Columns

Action Function
Dimension Name of Dimension
Member List Drop-down that allows you to select the Member List (often a subset of all the Dimension Members)
Members Number of Members in the Member List

 

Add Model Dimension

1. Click Add.

 

Addmodeldimension.png

 

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

 

AddModelDimensionConfig.png

 

3. Click OK.

4. Select Deploy when ready.

 

deploy.png

 

You must deploy the Application for the changes to take effect. Deployment drops and then build all of the OLAP Cubes as defined by the Models. 

 

Remove Model Dimension

1. Select Dimension(s).

2. Click Remove. 

 

RemoveModelDimension.png

 

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.

 

linkedmodelandperspective.png

 

  • Linked Model: Links multiple Models together so they 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.

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