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External Source Model Benefits
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The External Source Model feature set is enhanced to support a wider variety of operational Dynamic Planning use cases like Sales Operations, Marketing Operations, Customer Support Operations, and Professional Services Models. Key benefits include:
Enhancements to support operational Dynamic Planning use cases.
A formula engine which supports multiple functions like arithmetic, logical, date, and text. These functions allow you to perform data transformations and to define the formulas on the ESM model.
Ability to load data from a wider variety of data sources by using data transformations at data load time instead of being required to have a perfect data load file. Contributors can transform data with formulas and functions:
Support for text functions like Left, Right, Concatenate, Len, Trim, Find, Lookup, Text
Support for arithmetic functions like Sum, Avg, Round, Floor, Ceiling, RangeLookup, + - * /
Support for date functions Year, Month, Day, DaysCount, DaysFactor, Days, WeekNum, Date, EOMonth, EDate, SUM, + -
Support for logical operations with IF, AND, OR, ISBLANK, < > =
Support for functions that work with multiple data types, like MIN and MAX
Lookup functions to refer to assumptions from driver models
Enhanced map capabilities when loading the data from ESM to the Master model: to filter the data that is being loaded, and to detect and dynamically modify the dimension hierarchy by appending missing metadata members.
Enhanced Drill Through functionality for loading data into a Master model from multiple different ESM models.
Ability to define formulas that are dependent on dates (such as start_date and end_date).
Ability to manage ESM models from Model Manager (web).
Ability to use Views on ESM models to interact with the data that is in the ESM models.
ESM support in both SpotlightXL and Model Manager (web).