Create a Model from the Data Hub Training Solution

Requirements

Data Hub v9.0 or later

Create a new data model

Click NEWResource > Model.

Select source

  1. Under the Files & Other section, or the Training category on the left, select Data Hub Training.

  2. From the source type pop-up, click Deploy on the Data Hub Training entry tagged Model.

Connect

  1. The Data Hub Training connection details are pre-filled for ease of use.

  2. Click Test Connection to verify that Data Hub can connect to the Data Hub Training data source.

  3. Click Next.

Configure source

  1. Specify which Company entities to include for analysis by selecting or clearing the check box beside the entity names.

  2. Select the Primary Company check box for the primary entity (if there is more than one entity).

  3. Click Next.

Create model

  1. To deploy the data model provided by the Solution, complete the following fields:

    1. Model name - Enter a name for the new data model.

    2. Model location - Click Browse and select a root directory for the data model using the Select Folder pop-up window. New folders can be created by right-clicking on existing folders and selecting New Folder.

    3. Model database name - Enter a name for the data warehouse table to be stored in Microsoft SQL Server. If the Model Database Name is already in use, attempting to create the model will not proceed until the Model Database Name is changed or the Ownership of the existing table is changed.

    4. Deploy analytics - When checked, analytics provided by the Solution is deployed during model creation. When cleared, analytics will not be deployed during module creation and will need to be deployed later from the model task pane.

    5. Modules - Select the pre-packaged modules to be deployed for this data model.

  2. Once the model is configured, click Create Model. The model creation process takes several minutes.

Financial dimensions

  1. Choose/Omit financial dimensions, depending on what may be applicable to your model. If none are chosen here, they can be added at any time from the data source screen once the model has been created.

  2. Click Next

Configure calendars

  1. Select from the four calendars provided:

    Note

    All four calendars start on January 1 by default. This can be changed using the calendar pane.

    1. Calendar YQMD - Calendar: Year, Quarter, Month, Day

    2. Calendar YWD - Calendar: Year, Week, Day

    3. Fiscal YQMD - Calendar: Year, Quarter, Month, Day

    4. Fiscal YWD - Calendar: Year, Week, Day

  2. Click Finish.

In this section: