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Create a model

You can create additional models for an application by using the Create a Model wizard with a data source view (DSV) file, or by copying from an existing model.

To create a new model

  1. In the Workspace Browser pane, click Models. All existing models are shown on the Models workspace.

  2. In the Model Tasks pane of the workspace, click Create a Model. The Create a Model wizard is displayed.

  3. In the Name text box, enter a name for the new model. The name must be from one to 256 characters and is meant to be a 'user-friendly' descriptor for an object.

  4. In the Label text box, enter a label for the new model. The label is the primary identifier of objects throughout the system, cannot exceed 40 characters, and must be unique. The model label has reserved words and restricted characters that cannot be used in the label. See the topic About names and labels for more information about how to create labels and label restrictions.

  5. (Optional) In the Description text box, enter a description of the model. The description can be up to 512 characters long.

  6. (Optional) Select the Allow this model to be shared check box to share the model.

  7. Click Next to move to the Select Data Source and Type page of the wizard. Create a new model is the default selection.

  8. In the Select a type drop-down list, select the model type. Different predefined dimensions will be automatically added to your new model based on the type of model you are creating. Select one of the following:

    • Generic Model: The predefined dimensions Scenario and Time are automatically added to this model type. Predefined rules for accounting logic are not included.

    • Global Assumption Model: Creates a global assumption model available to all model sites. The predefined dimensions Scenario and Time are automatically added to this model type.

    • Exchange Rate Model: Creates an exchange rate model to track various foreign exchange values for a given period, exchange type, and all currencies in the system. The predefined dimensions Scenario, Time, Currency (Destinations), Exchange Rate, Currency (Source), and Entity are automatically added to this model type.

    • Financial model with shares calculations: Creates a model with built-in logic to perform a statutory consolidation with shares calculations. The predefined dimensions Scenario, Time, Account, Entity, Business Process, Time Data View, Consolidation Method, Flow, and Entity are automatically added to this model type.

    • Financial model without shares calculations: Creates a model with built-in logic to perform a statutory consolidation without shares calculations. The predefined dimensions Scenario, Time, Account, Entity, Business Process, and Time Data View are automatically added to this model type.

  9. Click Next to move to the Define Dimensions and Member Sets page of the wizard.

  10. Select a dimension from the Dimension drop-down list.

  11. Select a member set from the Member set drop-down list.

  12. (Optional) Edit the default alias in the Alias text box.

  13. Click the right arrow to add the dimension to the new model. To delete a member set, select the member set and click Delete.

    NoteNote:

    If you remove a dimension from a model, save the model before you add any new dimensions to it. This guarantees that that the database is in a consistent state before you proceed.

  14. After the member set has been added to the grid on the right side of the page, the member set can also be modified. To modify the member set, click the member set in the grid, and then change the selection in the drop-down list.

    NoteNote:

    For best results with process management tasks, we recommend that you do not keep the default "All Members" member set selected for the Time dimension.

  15. Repeat steps 10 through 14 until you finish selecting dimensions and member sets for the new model. When you have finished selecting dimensions, click Next.

  16. (Optional) Select an assumption to be added to the new model from the Available assumptions box and click the right arrow to add the assumption to the new model. To remove an assumption from the Selected assumptions box, select the assumption and click the left arrow button. To clear all Selected assumptions, click the double left arrow button.

  17. Review the summary of model settings adjust as necessary.

  18. Click Finish to create the new model. The Model Summary workspace is displayed.

To create a model by using a data source view (DSV) file

  1. In the Workspace Browser pane, click Models. All existing models are shown on the Models workspace.

  2. In the Model Tasks pane of the workspace, click Create a Model. The Create a Model wizard is displayed.

  3. In the Name text box, enter a name for the new model. The name must be from one to 256 characters and is meant to be a 'user-friendly' descriptor for an object.

  4. In the Label text box, enter a label for the new model. The label is the primary identifier of objects throughout the system, cannot exceed 40 characters, and must be unique. The model label has reserved words and restricted characters that cannot be used in the label. See the topic About names and labels for more information about how to create labels and label restrictions.

  5. (Optional) In the Description text box, enter a description of the model. The description can be up to 512 characters long.

  6. (Optional) Select the Allow this model to be shared check box to share the model.

  7. Click Next to move to the Select Data Source and Type page of the wizard. Create a new model is the default selection.

  8. Select Create model by using a data source view (DSV) file, and then select a DSV file from the list.

    NoteNote:

    Data source views are registered in the Planning Administration Console. The data source view you want to use must be registered before it appears on this list. For more information, see the documentation for Planning Administration Console.

  9. Click Next to move to the Define Dimensions and Member Sets page of the wizard.

  10. Select a dimension from the Dimension drop-down list.

  11. Select a member set from the Member set drop-down list.

  12. (Optional) Edit the default alias in the Alias text box.

  13. Click the right arrow to add the dimension to the new model. This adds the dimension and member set to the grid. To delete a member set, select the member set and click Delete.

  14. After the member set has been added to the grid on the right side of the page, the member set can also be modified. To modify the member set, click the member set in the grid, and then change the selection in the drop-down list.

  15. Repeat steps 10 - 14 until you finish selecting dimensions and member sets for the new model. When you have finished selecting dimensions, click Next.

  16. (Optional) Select an assumption to be added to the new model from the Available assumptions box and click the right arrow to add the assumption to the new model. To remove an assumption from the Selected assumptions box, select the assumption and click the left arrow button. To clear all Selected assumptions, click the double left arrow button.

  17. Review the summary of model settings adjust as necessary.

  18. Click Finish to create the new model. The Model Summary workspace is displayed.

To create a model by copying from an existing model

  1. In the Workspace Browser pane, click Models. All existing models are shown on the Models workspace.

  2. In the Model Tasks pane of the workspace, click Create a Model. The Create a Model wizard is displayed.

  3. In the Name text box, enter a name for the new model. The name must be from one to 256 characters and is meant to be a 'user-friendly' descriptor for an object.

  4. In the Label text box, enter a label for the new model. The label is the primary identifier of objects throughout the system, cannot exceed 40 characters, and must be unique. The model label has reserved words and restricted characters that cannot be used in the label. See the topic About names and labels more information about how to create labels and label restrictions.

  5. (Optional) In the Description text box, enter a description of the model. The description can be up to 512 characters long.

  6. (Optional) Select the Allow this model to be shared check box to share the model.

  7. Click Next to move to the Select Data Source and Type page of the wizard.

  8. Select Create model by copying from an existing model and select the model to be copied in the list.

  9. Click Next to move to the Define Dimensions and Member Sets page of the wizard.

  10. Select a dimension from the Dimension drop-down list.

  11. Select a member set from the Member set drop-down list.

  12. (Optional) Edit the default alias in the Alias text box.

  13. Click the right arrow to add the dimension to the new model. This adds the dimension and member set to the grid. To delete a member set, select the member set and click Delete.

  14. After the member set has been added to the grid on the right side of the page, the member set can also be modified. To modify the member set, click the member set in the grid, and then change the selection in the drop-down list.

  15. Repeat steps 10 - 14 until you finish selecting dimensions and member sets for the new model. When you have finished selecting dimensions, click Next.

  16. (Optional) Select an assumption to be added to the new model from the Available assumptions box and click the right arrow to add the assumption to the new model. To remove an assumption from the Selected assumptions box, select the assumption and click the left arrow button. To clear all Selected assumptions, click the double left arrow button.

  17. Review the model properties and values and adjust as necessary.

  18. Click Finish to create the new model. The Model Summary workspace is displayed.

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