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Managing Model Views

Model View Maintenance

Creating a New Model View

  1. Navigate to the Models module
  2. Select the Model Viewsimage1.png
  3. Select the Add button in the top right to add a new Model View. The Model Views interface appears.
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  4. Enter a View Name and select the Fluence Model that the Model View is associated with.

Note:
The View Name must be unique.
The View Name cannot be the same as an existing Fluence Model Name.
The View Name can only contain characters a-z, A-Z, numbers (0-9), underscores and spaces.
The View Name can be a maximum of 256 characters.

Once the associated Fluence Model is selected from the drop list, the Rows, Columns and Filters panes will be auto-populated to a default layout as follows:

Pane

Description

Default Layout

Rows

Dimensions in the Rows pane will be oriented in the Rows in the Model View.

If there is an Account dimension in the selected model, the Accounts dimension will appear in the Rows pane. If there isn’t an Account dimension, the first non-time period dimension will be used.

Columns

Dimensions in the Columns pane will be oriented in the Columns in the Model View.

If there is a Time dimension in the model, the Time dimension will appear in the Columns pane. If there isn’t a Time dimension, the first dimension that was not used for Rows will be used.

 

Filters

Dimensions in the Filters pane will be visible Filters in the Model View. Usually these are the dimension drop lists that users will use to “slice” the data in a report.

Remaining dimensions will appear in the Filters pane. 

Hidden

Dimensions in the Hidden pane will hide those dimensions in the Model View. You can specify a non-visible member to be used in filtering the query, or use the default dimension member as the filter.

The Hidden pane is empty by default.

 

  1. To modify the default layout, drag and drop the Dimensions in the Filters pane to the Rows, Columns or Hidden.  For example, you may want to drag the Account dimension to the Rows pane and drag the Date dimension to the Columns pane.
  2. To restrict which members are available for each dimension or to set a specific member selection for a dimension in the Model View, select the dimension and use the Member Selection area.
    • Select a dimension in the Rows, Columns, Filters or Hidden
    • The Member Selection area will update according to the selected dimension.
    • The hierarchy shown is the default hierarchy for the dimension.
    • Use the Hierarchies drop list to change to an alternate hierarchy.
  3. To further limit the view of a dimension to specific members or member subsets within the dimension, drag and drop the members from the Hierarchy pane to the Dimension QuerySpecification
    • For Rows and Columns dimensions, the member is added to the Dimension Query Specification with Children
    • For Filter and Hidden dimensions, the member is added to the Dimension Query Specification with Self
  4. Within the Dimension Query Specification pane, you can modify the default member specification. Right-click on the member and select a query specification.

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Valid member specifications are listed in the following table:

Specification

Description

Self

A reference to a set containing only the specified member

Children

A reference to the children of the specified member.           

Self and Children

A reference to the selected member and its immediate children but not the children of its immediate children.

Descendants

A reference to all the descendants of the specified member.           

Self and Descendants

A reference to the selected member and all its descendants.

Leaf Descendants

A reference to the lowest level descendants of the specified member.        

Parent

A reference to a set containing the parent of the specified member.        

Ancestors

A reference to all the ancestors of the specified member.

Self and Ancestors

A reference to the member and all the ancestors of the specified member.

Siblings

A reference to the members at the same level as the specified member. 

Same Level

A reference to the members of a level. The Member parameter should be a level unique name instead of a member unique name.           

First Child

A reference to a set containing the first child of the specified member. 

Last Child

A reference to a set containing the last child of the specified member. 

First Sibling

A reference to a set containing the first sibling of the specified member. 

Last Sibling

A reference to a set containing the last sibling of the specified member. 

  1. By default, a Union operation will be applied between the member sets.

    For example:

    The union of all North American and Caribbean entity members.

  2. Within the Dimension Query Specification pane, you can also add set operations between two or more members. You can change the operation by dragging one member on top of another and selecting one of the following:

Operation

Description

Exclude

To Exclude certain members in a set.

For example:
All US entity members with the exception of California and its descendants.

Filter

To Filter members based on a property value.

 

For example:
All accounts where the DebitCredit property is set to Credit.

 

If you change the operation to Filter, you will be prompted to selected the following:

●        Property - select the property to filter on from the drop list

●        Operator - select an operator from the drop list

●        Value - enter a value to filter on

 

For example:

image4.png

 

  1. Once you have oriented and selected all members for the Rows, Columns, Filters and Hidden dimensions, as well as specified the Dimension Query Specifications; you can save the Model View. Save the view by clicking on the Save icon in the upper right corner of the toolbar. The Model View is saved and you are redirected to the main Model View page.
  2. Close the Model View by clicking on the Close ‘X’ icon in the upper right corner of the toolbar. You will be returned to the main Model Views

Editing a Model View

To edit the details of the Model View:

  1. Click on the view to select it from the list in the Model Views.
  2. Do one of the following to open the details of the model view:
    • Double-click on the model view
    • Right-click and select Edit from the context menu
  3. You can rename a Model View if required by editing the Model View field.
  4. Update the views’ layout and member selections as needed.
  5. Once you have made all the necessary changes, you can save the model view by clicking on the Save icon in the upper right corner of the toolbar. The Model View is saved.
  6. Close the Model View by clicking on the Close ‘X’ icon in the upper right corner of the toolbar. You will be returned to the main Model Views list.

Duplicating a Model View

To duplicate an existing Model View:

  1. Click on the view to select it from the list in the Model Views.
  2. Right-click and select Duplicate from the context menu.
  3. A new copy of the selected Model View is created with _copy appended to the name.
  4. Do one of the following to open the details of the model view:
    • Double-click on the newly created model view
    • Right-click on the newly created model view and select Edit from the context menu
  5. Update the name of the view if needed.
  6. Update the views’ layout and member selections as needed.
  7. Once you have made all the necessary changes, you can save the new model view by clicking on the Save icon in the upper right corner of the toolbar. The Model View is saved.
  8. Close the Model View by clicking on the Close ‘X’ icon in the upper right corner of the toolbar. You will be returned to the main Model Views

Deleting a Model View

To delete a Model View:

  1. Select the view from the list in the Model Views.
  2. Right-click and select Delete from the context menu to delete it.
  3. You will be prompted to confirm the delete action before the item is deleted. Click OK to proceed.
  4. The model view is deleted.