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    Exploring the Model Interface
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    Contents

    Exploring the Model Interface

    • 7 Minutes to read
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    Article summary

    Model Manager Layouts

    Model Manager offers three layouts: Grid, List, and Model Relationship.

    You can select which layout you prefer by clicking the corresponding icon.

    • Grid: shows models in boxes
    • List: shows models in a detailed list, including model size
    • Model Relationship (not available for Reviewer users): shows the relationship between Master models, Source models, and Target models

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    When you start Model Manager, the first screen you see is the Grid layout. The grid contains one or more Model boxes.

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    You can sort how you see the models by name, creation date, model size, or last modified date. By default, models are listed in alphabetical order by model name.

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    You can return to Views or Reports using the task menu.

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    You can search for models by using the magnifying glass icon. Type a few letters in the name of the model to quickly find it.

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    You can use the Help, Account, or Log off buttons.

    ModelingImagesModelOnWebHelpLogoff.png

    Note:
    There are no right-click menus in Model Manager.

    Using the Model Boxes

    The Grid and Model Relationship layouts display the models in Model boxes. All users have access to the Grid layout, and it is the default layout when you start Model Manager.

    The Model Box includes:

    • Model name
    • Creation date
    • More menu
    • List of artifacts
    • Locked or Ungenerated icons

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    Note:
    Last modified date and Model size are not visible in the Grid layout. Use the List layout to see the model sizes. Use Model Properties to see the last modified date.

    The models you can see are the models you have been given access to.

    Not all models include all types of artifacts.

    When you click on an artifact, the last 5 items used are shown in a list box. Click one to open it, or click More... to see all artifacts of that type.

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    If you have a report that includes data from multiple models, that report is listed under the Report artifact for both models.

    If you click on a model name in a model box, the layout goes to the Model Relationship layout.

    When a model is in a Locked state, you see a Locked icon next to the model name.

    When a model is in an Ungenerated state, you see an Incomplete circle icon next to the model name.

    When a model is an External Source Model, you see a different icon.

    ModelingImagesModelOnWebESMIcon.png

    The More menu changes based on the model's status: generated or ungenerated.

    ModelingImagesModelOnWebGridMore.png

    More menu options for Generated models:

    • Add, Map (not available for Reviewer users)
    • Clear Model (not available for Reviewer users)
    • Lock Model (not available for Reviewer users)
    • Model Backup (not available for Contributor or Reviewer users)
    • Model Statistics (not available for Reviewer users)
    • Model Activity (not available for Reviewer users)
    • Model Artifacts

    More menu options for Ungenerated models:

    • Add, Map (not available for Reviewer users)
    • Generate Model (not available for Reviewer users)
    • Delete Model (not available for Reviewer users)
    • Model Backup (not available for Contributor or Reviewer users)
    • Model Statistics (not available for Reviewer users)
    • Model Activity (not available for Reviewer users)
    • Model Artifacts

    More menu items for External Source Models :

    • Clear Model (not available for Reviewer users)
    • Delete Model (not available for Reviewer users)
    • Model Backup (not available for Contributor or Reviewer users)
    • Model Statistics (not available for Reviewer users)
    • Model Activity (not available for Reviewer users)
    • Model Artifacts

    The Model box is a launchpad to more information about the model. You can click on artifacts of a Model box to see additional information.

    Model Properties

    In the Grid or List layouts, when you click the Creation Date, the Model Properties panel appears.

    Note:
    When sorting the models in the Grid or List layout, one of the choices is Last Modified. The Model Properties panel is where you can see the actual Last Modified Date for the model.

    The only items you can change are turning Change Data Tracking on or off, and adding or editing the Model description. At the bottom of the Properties panel, you can click Save or Cancel.

    ModelingImagesModelOnWebListPropertiesSaveCancel.png

    Using the Grid Layout

    To use the Grid layout, click the Grid icon on the Model Manager ribbon.

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    All users have access to the Grid layout, and it is the default layout when you start Model Manager.

    The grid contains one or more Model boxes for all the models you have access to.

    newlayout.png

    If you click on a model name in a model box, the layout goes to the Model Relationship layout. To return to the Grid layout, click the Grid icon.

    You can sort the models shown in the grid using the Sort menu.

    Using the List Layout

    To use the List layout, click the List icon on the Model Manager ribbon.

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    All users have access to the List layout.

    The list contains details for all the models you have access to.

    If you click on a model name in a model box, the layout goes to the Model Relationship layout. To return to the List layout, click the List icon.

    There is no Sort menu in List layout because you can simply click a column heading to sort by that column. For example, click Created On to sort by Creation Date.

    When a model is in a Locked state, you see a Locked icon next to the model name.

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    When a model is in an Ungenerated state, you see an Incomplete circle icon next to the model name.

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    To the right of each model is its More menu. The menu changes based on the model's status: generated or ungenerated.

    ModelingImagesModelOnWebListMore.png

    The Model listing is a launchpad to more information about the model. You can click on artifacts or even in the blank space of the list to see additional information.

    Using the Model Relationship Layout

    This layout helps you to clearly visualize the data dependencies across the different models.

    • It gives a clear representation of how the models are connected, from which model the source data is coming, and to which model the data is being moved.
    • The Source section on the left displays the Models from where the data is being loaded and the Target section to the right displays the Models to where the data is being moved.

    You can see the dimensionality of the Model along with the Maps which are used to load the data from source models to target models.

    • The relationships are built based on the how the maps are defined.
    • If you make any changes to the map, the same will be reflected in the model relationship view.

    To use the Model Relationship layout, click the Model Relationship icon on the Model Manager ribbon, or click the Model name in the Grid layout.

    newrelatio.png

    Only Power and Contributor users have access to the Model Relationship layout.

    The Model Relationship layout displays one or more Model boxes vertically for all the models you have access to. The layout shows the Source models (to the left) and Target models (to the right) associated with each Master model.

    In the following example, HACPM_Financial provides the source data for the model Base Model. Base Model is also a source for Expenses Model. Additionally, Sales Rep is a source for Bookings, and Marketing Spend gets its data from Bookings.

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    Sources and Targets are connected to a model with a Map. You can click the Map to launch the Model Artifacts Browser.

    Note:
    You can navigate to the Model Relationship layout from the Grid layout or List layout by clicking on the Model name. Once you click on a specific model name, then the screen navigates to Model Relationship layout and presents the relationship for the selected model. You can then click on any source or target models to better understand the relationships and dependencies.

    Model Manager Security

    • For details on how to assign or restrict access, click here.
    • For details on Contributor and Reviewer Access in Model Manager, click here.

    Model Permissions

    Any user having the user role set to Power User will have a Model Permissions tab to map User Groups and define security permissions. To learn more, click here.

    Modeling Model Manager, Global Model Actions with the More Menu

    The More menu is primarily for Power and Contributor. Reviewers only have one option on the More menu: Model Artifacts.
    ModelingImagesModelOnWebGridMoreTight1.pngClick the 3-dot icon from the Grid or List layouts to open the More menu.  

    More menu for a Generated Model

    More menu for an Ungenerated Model

    More menu for an External Source Model

    • Add, Map**
    • Clear Model**
    • Lock Model**
    • Model Backup**
    • Model Statistics**
    • Model Activity**
    • Model Artifacts

    ** Not available for Reviewer users

    • Add, Map**
    • Generate Model**
    • Delete Model**
    • Model Backup**
    • Model Statistics**
    • Model Activity**
    • Model Artifacts

    ** Not available for Reviewer users

    • Clear Model**
    • Delete Model**
    • Model Backup**
    • Model Statistics**
    • Model Activity**
    • Model Artifacts

     

    ** Not available for Reviewer users

    To learn more, click here.

    Running a Model Restore

    Model Restore functionality is available on the ribbon of Model Manager in Spotlight.

    Only users with Power privilege can see this icon on the ribbon and run Model Restore.

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    To learn how to Restore a Model in the Spotlight Web, click here.

    Calculation Scheduler

    The Calculation Scheduler option in Spotlight Web allows users to manage all their scheduled calculations in one place. This feature eliminates the inconvenience of adjusting scheduled calculation settings.

    Users can schedule calculations to run at specific intervals using the Calculation Scheduler and receive notifications upon completion or failure. With this, users have greater flexibility in managing calculation schedules, including the ability to pause and resume individual or bulk scheduled calculations, as well as toggle the execution status to optimize calculations with ease.

    To learn how to schedule a Calculation Scheduler in Spotlight Web, click here.

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