Create a model in Planning Business Modeler

A model is the basic operational unit in PerformancePoint Planning Server. In a Planning Server application, models define how data is organized, and they specify the rules that operate on the data.

Models use model properties, dimensions, and dimension members to organize data. Modelers create business rules to define the logical rules that operate on the data and the dimensions. For more information about the elements of a model, see Overview: What is a model?

Depending on the type of model that you create, PerformancePoint Planning Business Modeler automatically adds selected predefined dimensions, model properties, and business rules to your new model.

Create a model

  1. In the Workspace Browser pane, click Models. Then, in the Model Tasks pane of the workspace, click Create a Model to launch the Create a Model wizard.

  2. On the Name the Model page, do the following:

    1. Type a user-friendly Name for the new model.

    2. Type a unique Label for the new model. For information about label restrictions, see About names and labels.

    3. (Optional) In the Description box, type a description of the model.

    4. (Optional) Select the Allow this model to be shared check box to share the model, and then click Next.

      Note: When you share a model, you enable Planning Business Modeler to use the model's data and dimensions in other models. That way, you can use the same data with different rules. For example, you might want to use the same financial data to run two consolidations, one that follows US accounting practices and another that follows international accounting practices.

  3. On the Select Data Source and Type page, select one of the following ways to create the model, and then click Next:

    1. Select the model type from the Select a type drop-down list box.

      Summary of model types

      The following table summarizes different model types.

      Model type


      Dimensions included automatically

      Generic Model

      Creates a model that has no preset rules, and that has only the dimensions that are required for the application calendar. By using a generic model, a Modeler can define a custom model.

      Scenario, Time.

      Global Assumption Model

      Creates a model that can be used by all other models and model subsites. Typically, these models contain resource information, such as global price lists or employee baseline information.

      Scenario, Time.

      Exchange Rate Model

      Creates a model that tracks all currencies that are used in the application site. It includes foreign exchange values for both given period and exchange type.

      Scenario, Time, Currency (Destinations), Exchange Rate, Currency (Source), and Entity.

      Financial model with shares calculations

      Creates a model with built-in business rules for financial processes that require shares calculation, such as statutory consolidation.

      Scenario, Time, Account, Entity, Business Process, Time Data View, Consolidation Method, Flow, and Entity.

      Financial model without shares calculations

      Creates a model with built-in business rules for financial processes that do not require shares calculations, such as management consolidation.

      Scenario, Time, Account, Entity, Business Process, and TimeDataView.

    2. Select Create model by using data source view (DSV) file and then select a DSV file in the list box.

      Note: A Data Administrator must create and register a DSV file that contains dimension and member set information before the file appears in the list box.

    3. Select Create model by copying from an existing model , and then select the model to be copied from the list box.

  4. On the Define Dimensions and Member Sets page, do the following:

    1. Select a dimension from the Dimension list box.

    2. Select a member set from the Member set list box.

    3. (Optional) Modify the default alias in the Alias box. The alias is a unique name that Planning Business Modeler uses to represent a member set.

    4. Click the right arrow to add the member set to the new model.

      Important: The default selection of All Members should not be used for the Time dimension. Instead, select a specific member set.

    5. Click Next.

  5. On the Specify Assumptions (Optional) page, do the following:

    1. From the Available assumptions box, select one or more assumption models that you can use with the new model.

    2. Click the right arrow to make the assumption available to the new model.

    3. Click Next.

  6. On the Review and Create Model page, review the model properties and values, and adjust as necessary. Then, click Finish to create the new model.

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