Virtual Model How-To Guide

Create

To create a Virtual Model in JustPerform:

1. Navigate to the Modelling tab and select Models.

2. Locate the Functional area and under the specific standard model where you want to create the new Virtual Model.

3. Click on the Plus icon next to the desired Functional area, and then select Virtual Model from the drop-down menu.

4. This will open the Model details pane, where you can enter all the necessary information, including the Virtual Model Name, Virtual Model Description, Standard Model, and the dimensions from the standard model to be assigned to Filters, Columns, Rows, and Advanced Filter.

5. Activate the Virtual Model by selecting Input Enabled.

6. Specify the dimensions for filter, columns, and rows.

7. Click the Save button.

After clicking Save, a popup message confirming that the module has been saved will appear. A new Virtual Model will be created.

The Cancel button allows the user to disregard the creation activity.

Virtual Model Features

The dimensions required for creating the dataset combination for virtual models are categorized into Filters, Rows, and Columns. The dimensions list comprises the list of dimensions contained in the standard model that is assigned to a virtual model.

• Filters: The dimensions required for defining the Virtual Model dataset at the filter level can be selected and displayed.
• Rows: The dimensions that form the rows in the default view for capturing/reporting the dataset can be selected and displayed.
• Columns: The dimensions that form the columns in the default view for capturing/reporting the dataset can be selected and displayed.
• Advanced Tab: The user can view the list of dimensions that are not used in filters, rows, or column groups. Dimensions that are not part of the standard model are displayed. The user can make selections for the dimension members that are not applicable for a particular virtual model and standard model.

This list is updated on every change within the Virtual Model Pane. The Save button allows the user to save the Virtual Model details.

Functional Operations

By clicking on the ellipsis button for the specific standard model, you can perform the following functional operations:

New Tab: To open the Virtual Model in another tab, locate the standard model and click on the ellipsis icon. From the dropdown menu, select the New Tab option. A new tab will open with the Virtual Model selected.

Copy: Users have the option to create copies of existing Standard Models in JustPerform with unique names and descriptions. When a Virtual Model is copied, the Virtual Model Name, Virtual Model Description, Standard Model, and the dimensions from the standard model assigned to Filters, Columns, Rows, and Advanced Filter from the original model are retained but can be modified as required. To copy a model, locate the desired model, click on the ellipsis icon, and select the Copy option. The details pane will open, allowing you to enter a new name and description for the copied model. Once you've provided the necessary information, save the copied model. This feature provides flexibility and efficiency when creating similar models with slight variations.

Edit: To make changes to an existing Virtual Model, simply locate the Virtual Model and click on the ellipsis icon. From the dropdown menu, select the Edit option. The details pane will open on the right-hand side of the screen, allowing you to make the desired modifications. Once you have made the necessary changes, click Save to save the updated standard model.

Delete: To remove a Virtual Model, click on the ellipsis icon associated with the standard model you wish to delete. From the options presented, select Delete. A confirmation prompt will appear, giving you the choice to proceed with the deletion by selecting Delete or to cancel the operation by selecting Cancel. Alternatively, by selecting Edit from the list of actions for the Virtual Model, you can access the details pane. From there, you can choose the Delete option to remove the standard model.

Header Operations

Row limit: This feature allows the user to specify the maximum number of rows to be displayed in the current view. By setting a row limit, it helps manage the amount of data shown on the screen, particularly when dealing with large datasets.

Search: The search functionality enables users to quickly locate specific items within the model data. By entering relevant keywords or terms, the system will filter and display only the items that match the search criteria, making it easier to find specific information or records.

Refresh: This option allows users to update the displayed data with the most recent information. By clicking the refresh button, any changes made to the underlying data source or any updates made by other users will be reflected in the current view, ensuring that the data is up to date.

Selections: The selections feature enables users to apply filters based on time and scenario parameters. This allows for a specific view of the data, narrowing down the displayed information to a particular time period or scenario. It helps users analyze data within specific contexts or scenarios and gain insights based on selected criteria.

Model Schema: The Model Schema provides users with access to view, edit, and delete the details of the model. It allows users to understand the structure and configuration of the model, including its various components, relationships, and settings. Users can make changes to the model schema as needed, ensuring that the data model accurately represents the underlying data and meets the desired requirements.

Snippets: Snippets provide a way to apply filters on dimensions, allowing for a refined view of the data. By selecting specific dimensions or attributes, users can filter the data to focus on particular subsets or segments of information. This feature helps in drilling down into specific areas of interest within the dataset.

More: This option, usually found under a More menu or similar, allows users to export the model data as an Excel spreadsheet. By selecting this option, the system generates a file in Excel format containing the displayed data. This exported file can then be saved locally or shared with others, providing a convenient way to extract and utilize the model data outside of the system.

Operations on Dimensions

Filter: This feature allows users to apply filters to specific dimensions in order to refine the displayed data. By clicking on the filter icon next to a desired dimension, a dropdown menu will appear showing all the unique items or values within that dimension. Users can then select the desired items to filter by and refresh the view. It is also possible to apply filters to multiple dimensions simultaneously to obtain a more precise and customized result based on specific criteria.

Sort: Sorting allows users to order items within a dimension based on alphabetical or reverse alphabetical order. To sort items, users can select the dimension they want to sort, right-click on it, and choose the desired order (e.g., ascending or descending). After selecting the desired order, the user can refresh the view, and the items within the dimension will be displayed accordingly.

Save as: The Save as option typically allows users to save the current view or configuration as a separate instance. This can be useful when users want to preserve a specific set of filters, selections, or sorting preferences for future reference or analysis. By choosing the Save as option, users can create a new view or configuration with the selected settings, which can be accessed and used later without affecting the original view.