How-To Guide

Creating Standard Model

Create

Step 1: To create a Standard Model in JustPerform, first navigate to the Modelling tab and select Models. From there, locate the Functional area where you want to create the new Standard Model.

Step 2: Click on the icon located next to the desired Functional area, and then select "Standard Model" from the drop-down menu that appears.

Step 3: This will open the Model details pane, where you can enter all of the necessary information, including the Model name, description, and purpose.

Depending on the purpose you select, you will need to choose the Model fields that will be assigned to the new model and enable YTD Data Entry Mode.

Within the Dimensions section, you can use the Update List option to select the Model fields that will be assigned to the new model. You can also add References and Calculations based on the purpose of the model.

Step 4: Once you have completed all of the necessary details, simply click "Save" to create the new Standard Model.

Functional Operations

By clicking on ellipsis button for the specific standard model these are the 4 functional operations a user can perform

1. New Tab

To open the standard model in other 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 up with the standard model selected.

2. Copy

Users have the option to create copies of existing Standard Models in JustPerform with unique names and descriptions. When a Standard Model is copied, the purpose, functional area, dimensions, references, and calculations 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.

3. Edit

To make changes to an existing standard model, simply locate the standard 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.

4. Delete

To remove a standard 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 standard model, you can access the details pane. From there, you can choose the "Delete" option to remove the standard model.

Header Operations

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. More

Export 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

1. 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.

2. 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.

3. 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.

4. View Data History

This feature enables users to view the historical data for a particular row or item. By right-clicking on a specific row or item, users can select the "View Data History" option. This action will display the historical data associated with that row, showing any changes or updates that have occurred over time. It allows users to track and analyse the evolution of data for a specific item, providing insights into its previous states and modifications.