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Visual Model Overview

Permission Required: Model Management and Model

The Model Overview gives you insight to the design of your model as follows:

  • Sheets and their definition (Standard, Modeled, and Cube)
  • Accounts on sheets
  • Data flow between accounts

The Model Overview page gets divided into the Elements pane on the left and model canvas on the right.  

The model canvas is where the data flow diagram appears.  The diagram gets filtered by the currently selected level and version.  Access permissions also determine the diagram view.

You can reposition elements on the canvas for a different view point.  On page refresh the diagram view returns to the original state.   

When you create new sheets, or build new links to accounts, the data flow diagram automatically updates to reflect the new connections in the model.

Using the Model Overview

Navigation: Navicon > Modeling > Model Overview

You can interact with the model in different ways.  

From the model canvas you can:

  • Zoom in and out
  • Drag to reposition model elements for different perspectives
  • Drag to scroll in any direction for desired alignment of model on page
  • Double-click on model elements to expose properties and data flow details
  • Drill on directional arrows for details on data flow
  • Drill on sheets to explore related accounts, levels, dimensions, attributes, assumptions, and restrictions
  • Drill on accounts to review and manage account details
  • Re-center the diagram on the canvas.

Filters can be created to isolate data flows by specific accounts.  For example, a new budget manager needs to understand which sheets to access for planning revenue.  The budget manager also needs to understand the data flow for revenue in the model.  To create a revenue filter the budget manager does the following:

  1. Type "Revenue" in the Search field in the left navigation pane.
  2. Select revenue accounts from the Search tab to create filters.  You can create multiple filters.
  3. Explore and drill on the data flow diagram to gain understanding of the revenue model.
  4. Clear filters by selecting bread crumbs and clicking the clear icon.

If you double click on a line or object, all of the details for it appear even when applying a filter.

visual_model_overview_steps.png

Exploring Account Hierarchies and Relationships

From the Element pane you can review the account hierarchies created in the model.  

You can review the parent and leaf accounts for:

  • GL Accounts
  • Custom Accounts
  • Metric Accounts
  • Modeled Accounts
  • Cube Accounts
  • Assumption Accounts

Selecting one of these accounts creates a filter of the data flow diagram.

Graphical Representations in Model Overview

The tables below outline the graphical representations in the model overview.

Account and Sheet Icons

Icon Description

 

Account Tree:
The account trees that appear in the model overview are:
  • GL Accounts,
  • Custom Accounts,
  • Assumption Accounts, and
  • Metric Accounts.

Double-click this icon for account details.   

Details for cube and modeled accounts appear on their represented sheets.  

See Account Administration for more details on accounts.

 

 

Standard Sheet:
Level assigned and User assigned standard sheets appear as blue hexagons in the model overview.  
Double-clicking this icon gets you the sheet properties and links to standard sheet administration.  

See Sheets Overview and Standard Sheets for more details on standard sheets.

 

 

Modeled Sheet:
Level assigned and User assigned model sheets appear as green hexagons in the model overview.  
Double-clicking on this icon gets you the sheet properties and links to modeled sheet administration.   
 
See Sheets Overview and Modeled Sheets for more details on modeled sheets.
 

 

Cube Sheet:
Level assigned and User assigned cube sheets appear as yellow hexagons in the model overview.  
Double-clicking on this icon gets you the sheet properties and links to cube sheet administration.  
 
See Sheets Overview and Cube Sheets for more details on cube sheets.

Model Connection Icons

Icon

Description

  


Dashed Line Connector:
A dashed data flow arrow indicates an account is included on a sheet, and thus the account appears on it. Dashed arrows:
  • Connect account trees to sheets when an account in a tree appears on that sheet,
  • Connect sheets to other sheets when an account created on one sheet (e.g. a modeled account) appears on another sheet (e.g. a standard sheet).
Double-clicking this line gets you the list of accounts that flow from the source to the target sheet.  
 
  

Solid Line Connector:

A solid data flow arrow indicates an account is referenced in a formula or a link on a sheet. The direction of the arrow indicates the direction of the data flow.

Double-clicking on this line gets you the list of accounts from the source that are referenced in the target.

 

Data Table Icons

Icon

Description

Data Flow Arrow
Icon appears in the header of the data table when exploring the connection between accounts and sheets.

Inclusion Arrow

Icon appears in the data table when exploring the connection between accounts and sheets. Associated with Dashed Data Flow Arrow.


Formula Link
Icon appears in the data table when exploring the connection between accounts and sheets. Associated with Solid Data Flow Arrow.
 Indicates that an account is included in a formula  In the data flow table, the From account is included in the Formula of the To account.

Account Link
Icon appears in the data table when exploring the connection between accounts and sheets. Associated with Solid Data Flow Arrow.
Indicates that accounts are linked. In the data flow table, the From account is a link in the To account.  
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