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End User Filtering with Published Line Items
Summary: In this lesson, you’ll learn how to set up your model so that end users can filter a grid with published line items that set the filter criteria. Audience: Model Builders Lesson Duration: 16 minutes Lesson Location: This micro-lesson is also available in the Level 3 Model Building course in the Learning Center.…
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Native Version and Custom Version Lists
Summary: This lesson discusses the two methods that Model Builders can use to build what-if scenarios - using Native Versions and using lists to build a Custom Version. Audience: Model Builders Lesson Duration: 6 minutes Lesson Location: This micro-lesson is also available in the Level 3 Model Building course in…
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User Filters
Summary: This lesson demonstrates using a model's Users list as a dimension in filters to make criteria apply to a specific individual user. Audience: Model Builders Lesson Duration: 23 minutes Lesson Location: This micro-lesson is also available in the Level 3 Model Building course in the Learning Center. Start the…
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Dependent Dropdowns
Summary: A dropdown list, or picklist, is a line item that contains items an end user can select. This lesson reviews dependent dropdown lists - in which the selectable items are filtered based on a second line item. Audience: Model Builders Lesson Duration: 8 minutes Lesson Location: This micro-lesson is also available in…
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Uses of the User List
Summary: A model’s Users list can be utilized to do more than just grant access to the model. This lesson provides an overview of other ways in which a Model Builder can employ the Users list. Audience: Model Builders Lesson Duration: 6 minutes Lesson Location: This micro-lesson is also available in the Level 3 Model…
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Clearing Module Data
Summary: This lesson discusses the use of a staging module to allow end users to input data and then be cleared for re-use. Audience: Model Builders Lesson Duration: 13 minutes Lesson Location: This micro-lesson is also available in the Level 3 Model Building course in the Learning Center. Start the Micro-lesson:…
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Compound Functions: SUM, LOOKUP, SELECT
Summary: This lesson provides guidance on creating formulas that use combinations of SUM, LOOKUP, and SELECT functions. Audience: Model Builders Lesson Duration: 7 minutes Lesson Location: This micro-lesson is also available in the Level 3 Model Building course in the Learning Center. Start the Micro-lesson:…
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Handling Exceptions
Summary: This lesson discusses model design considerations for addressing exceptions within a business process. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available in the Level 3 Model Building course in the Learning Center. Start the Micro-lesson: 日本語版マイクロレッスンを開始する: For…
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Using ISFIRSTOCCURRENCE with Transactional Data
Summary: This lesson explains how the functionality ISFIRSTOCCURRENCE can be used to identify the first occurrence of an item. This functionality is useful for moving transactional data from a data hub to spoke models. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available…
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Converting Data Formats
Summary: This lesson reviews best practices for transforming data from one format to another to use a specific function. For example, converting text to a date or a date to a number, to use it as source data or for mapping in a formula. Audience: Model Builders Lesson Duration: 4 minutes Lesson Location: This micro-lesson…