Model view maintenance

The tabs in the left toolbar in the Models module include:

The icons in the upper right include:

To create a new model view:

1. Select the Models module.
2. Select the Views icon from the center toolbar.
3. Select Add in the top-right to add a new model view. 
4. Enter a View Name and select the model that the model view is associated with.
   
   The View Name must be unique, different from existing model names. It can only contain letters, numbers, underscores, and spaces, with a maximum length of 256 characters. 

Once you select an associated model from the dropdown list, the Rows, Columns, and Filters panes auto-populate with a default layout.

Perform these actions in this sequence:

Drag and drop the dimensions in the Filters pane to the Rows, Columns, or Hidden panes.

For example, you may want to drag the Account dimension to the Rows pane, and drag the Date dimension to the Columns pane.

Select the dimension and use the Member Selection area. You can also set a specific member selection for a dimension in the Model View.

• Select a dimension in the Rows, Columns, Filters, or Hidden.
• The Member Selection area updates according to the selected dimension.
• The hierarchy shown is the dimension's default hierarchy.
• Use the Hierarchies dropdown to change to an alternate hierarchy.

Drag and drop the members from the Hierarchy pane to the Dimension Query Specification.

• 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.

Modify the default member specification. Right-click the member and select a query specification.

Here are the valid member specifications:

By default, a union operation is applied between the member sets. For example, the union of all North American and Caribbean entity members.

Within the Dimension Query Specification pane, you can also add set operations between two or more members. 

1. Drag one member on top of another and select one of these options to change the operation.
   • Exclude: Exclude certain members in a set. For example, all U.S. entity members except California and its descendants.
   • Filter: 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 are prompted to select:
     • Property: Select the property to filter on from the list.
     • Operator: Select an operator from the list.
     • Value: Enter a value to filter on.
2. Select Save in the upper-right corner of the toolbar after setting up the Rows, Columns, Filters, and Hidden dimensions, and specifying the Dimension Query Specifications. The Model View is saved, and you return to the main Model View page.

You can use global variables and member tags in your model view. This is useful for workflows and reports that require frequent updates, such as changing the month-end report date.

Set global variables in the Global Variables form in the Administration section of the Maintain module. Set tags on dimension members in the Models module. 

When you run a workflow with a model view that has a global variable or tag, it automatically grabs the current value. You don't need to manually update the model view each time the value changes.

How it works:

1. Go to the model view you want to edit.
2. Select the Global Variables tab, select a dimension you want to change, such as the Date dimension.
3. Choose the specific global variable, such as CurrentPeriod.
4. Select a dimension in the Filters, Columns, Rows, or Hidden section and select the Tags tab.
5. Choose the specific tag, such as Revenue for the Accounts dimension.
6. Select the Save icon on the toolbar.

Based on your choice, you'll see a globe icon next to global variables and a tag icon next to tags in the Selections pane.

To edit the details of the model view:

1. Select the view from the list in the Model Views.
2. Perform one of these actions to open the details of the model view:
   • Double-click the model view.
   • Right-click and select Edit from the context menu.
3. Edit the model View field to rename a model view.
4. Update the view's layout and member selections as needed.
5. Select Save in the upper-right corner of the toolbar.
   The model view is saved.

To duplicate an existing model view:

1. Select the view 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. Perform one of these actions to open the details of the model view:
   • Double-click the newly created model view.
   • Right-click the newly created model view and select Edit from the context menu.
5. Update the name of the view if needed.
6. Update the view's layout and member selections as needed.
7. Select Save in the upper-right corner of the toolbar.
   The model view is saved.

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. Select OK when prompted to confirm the delete action.
   The model view is deleted.