2.0.1 Modeling Release Notes, March

Report Snapshot

The Snapshot option (shown below) allows you to take a snapshot of a report.

With this report Snapshot option, you can keep a snapshot of a report or share it with other users.

• To take a Snapshot, access the Report task and the Run subtask. Click the Snapshot and select from two options.

1. Select Save to save the snapshot to the report folder structure.

2. Select Email to receive an email with a link to the snapshot, which you can share with other users of the application

Saving the Snapshot

When you select Save, the snapshot is automatically named after the report and appended with a date and time stamp. There is a dedicated folder, called Snapshot, in the folder structure where all snapshots are saved to. Snapshots in the Snapshot folder are stored alpha-numerically.

Snapshots are not backed up when you perform a model backup. So, when you restore a model you will not see the snapshots that are saved in the model. Snapshots can be viewed in SpotlightXL and Spotlight (the web front-end).

Providing Access to Saved Snapshots

Reviewer and Designer users must be given access to view a saved snapshot. To provide Reviewers and Designers with access:

1. Access the Manage task and the Group Management, Group Access subtask.

2. Select the Snapshot artifact.

3. Select the Group that you want to provide access to the snapshots for the model you select in the Model field.

4. Once you select you will see the list of saved Snapshots along with the available groups and then you can provide access to each group by selecting/typing ‘Yes’. See screenshot below.

Admin users will have access to all saved snapshots.

Deleting Snapshots

Saved snapshots can be deleted from the snapshots folder by selecting the snapshot, right-clicking, and selecting Delete.

Audit Log for Snapshots

Every time a user saves, emails, or deletes a snapshot, an audit entry is created in the Audit Log as shown below. The Audit Log can be accessed by selecting the Manage task and the Application Administrator, Audit Log subtask.

Emailing a Snapshot

Once the link to the snapshot is emailed to the user, it will expire after 72 hours. Within that time frame, the same user can forward that email (containing the link) to other team members or management for collaboration and review. There is no group access security applied to emailed snapshot links, which is different when compared with saved snapshots. For Saved Snapshots, the admin user needs to provide group access so that Designer & Reviewer users can access the saved snapshots.

Users who want to access the Snapshot from the email need to be authenticated, So if the user is not logged into the Modeling application the system will ask the user to provide his login credentials and once the user is authenticated it will open the Snapshot.

If the user is already logged into the Modeling application then by clicking the snapshot link in the email will open the Snapshot.

Also, unlike the saved snapshots, emailed snapshots are not available in the Snapshots folder.

An example of an emailed snapshot link is provided below.

Enhancements to Report Design

With this release, there are additional options to the Design manager, which will be helpful when updating an existing report, finding specific report dimension members, and previewing members you might filter. These options are called:

1. Filter Member

2. Preview Filter Member

Filter Member

To use Filter Member, open a report in design mode by selecting the Report task and the Design subtask.

Select the entire spreadsheet as shown below and click Design Manager.

Select a dimension member to filter. In this case Jan 17 is selected (show below).

Now, select Filter Member as shown below.

The result is that the Jan 17 member filtered is selected in the design manager and is also highlighted within the spreadsheet as shown below.

If you would like to make any changes to the report and you want to select only a specific member from the report design and then make the change, in this example Jan-17 this ‘Filter Member’ option will be very helpful.

Preview Filter Member

To use Preview Filter Member, open a report in design mode by selecting the Report task and the Design subtask. Select the entire spreadsheet and click Design Manager. Select a dimension member you want to preview prior to filtering. In this case, the Temp Mountain Bikes is selected along with the Preview Filter Member option as shown below.

The result is that the cell range is displayed as shown below. This way you know exactly where the member exists within the report.

Data Download Updates

We’ve updated range logic behind the Data Download Calculation type, which is accessed by selecting the Model task and the Calculation subtask and then selecting the DownloadData type as shown below.

Previously, when you selected DownloadData and applied scope to Measure, Scenario, and Time dimensions, the application would locate the intersection of the range calculated from maps and defined in the scope. If the intersection was empty, an exception would result. If not empty, the intersection would become the new data download range for the dimensions.

For example, if the maps that have the source model as HACPM_Financial have references to Measure, Scenario, and Time dimensions. As an example, [2016, Actual, MTD] or [2015, 2016, Actual, Budget-FY16, MTD] then the data download range will be based on the references that are defined in the Map. If the Map has no references to these 3 dimensions, an exception would result

Now, if you apply scope to the data download range calculated from maps for Measures, Scenarios, and Time dimensions and scope contains the dimension, the range from Scope overrides the range associated with the map. For the dimension, this becomes the new data download range.

For example, you have defined a Scope on Time dimension with the year 2016 then the overall data download range will be just 2016. As the Scope range for data download will override the range defined in the Map.

See Also: How to Apply Scope to a Model

Example

Model Setup

Suppose, the HACPM_Financial model has the following dimensions:

Dimension

Account

Company

Department

Intercompany

Measures

Product

Project

Reporting

Scenario

Time

The Master model called DW_Test has the following three maps:

• Master Map

• Data Map 1

• Data Map 2

Then you create a scope called Download Data Scope as shown below.

Finally, a Calculation is created to refresh the DW_Test model with the latest data.

Current Behavior

Map Master Map will be ignored because it has type Metadata. Map Data Map 2 will be ignored because it has variables on all three dimensions – Measures, Scenario and Time. Map Data Map 1 yields the following ranges for dimensions:

• Measures MTD

• Scenario Actual

• Time 2014

Scope ranges do not overlap with respective map ranges for all three dimensions. Exception will be thrown.

If you change type for Master Map from Metadata to Both, map ranges will be as follows:

• Measures MTD, YTD

• Scenario Actual, 2015 Budget

• Time 2014, 2015

Now scope ranges overlap with map ranges, and data will be downloaded for the following combination:

• Measures YTD

• Scenario 2015 Budget

• Time 2015

New Behavior

Map Master Map will be ignored because it has type Metadata. Map Data Map 2 will be ignored because it has variables on all three dimensions – Measures, Scenario, and Time. Map Data Map 1 yields the following ranges for dimensions:

• Measures MTD

• Scenario Actual

• Time 2014

Scope range is as follows:

• Measures YTD

• Scenario 2015 Budget

• Time 2015

Since scope ranges override respective map ranges, data will be downloaded for scope ranges.

If you change type for Master Map from Metadata to Both, result will not change.

Known Issues

Resolved Issues