Hey everyone, Luana here! I'm the Product Manager for the Data Model team here at Vena. Thought I'd share some answers to questions that came in during the Training: Vena Data Modeling Advanced live session yesterday with Michelle & I. Feel free to continue the discussion below! These questions relate to Alternate Hierarchies (member sharing) and Versioning.
Q: How do you share parent members?
A: Parent members are currently not able to be shared
Q: Why can't we just use the calculated member?
A: Calculated members are a way to leverage member expressions to group/aggregate members - in certain cases alternate hierarchies and calculated members may be interchangeable depending on what you are trying to do and how you wish to view the results on a template
Q: Does the operator actually matter for parent members since data typically isn't saved to them?
A: They can matter if those parents roll up to higher level parents that you may map on a report - then, there is a chance those values could be double counted. Just something to look out for!
Q: Is there a way to share multiple members at one time?
A: Currently, bulk share is not available. We have bulk move members and bulk attribute attach & detach capabilities. Would love to hear more about this use case and how it would help you.
Q: If i am separately copying HR, what level do i need to go down to in the parameters/intersections?
A: Depends on what you are trying to copy - you can specify a subset of accounts, specific periods, years, scenarios etc.
Q: Is the Save Versioning option available on the old modeler interface or just in the newer interface?
A: Saved Versioning Configurations is exclusively available in the new modeler experience
Q: How does a "user"/Contributor (not a Modeler) retrieve data/contents for a given member, and use that data/content as the basis for creating a new member?
A: Contributors can view data from a given member through templates and reports mapped by Manager users that are assigned to them through a workflow task. The creation of new members in the data model is limited to users with the Vena Modeler role.
Q: Will sharing parent member be available in the future? It's a feature that will save a lot of the manual work for sharing each individual bottom level member
A: We will take this feedback into consideration for future product releases, thank you
Q: Can you explain the other options in the versioning screen? Version Parent Members for example?
A: Check out this knowledge base article here to learn more!
Q: To switch to the new [Modeler] version do i have to be on 365?
A: No, the new modeler experience is available regardless of which add-in you are using
Q: I'm getting an error attempting: Set of Copy to and Copy from members must be mutually exclusive and non-null my copy from 2022 Budget and copy to is budget 2023
A: In your example, since Budget is common in the Copy To/Copy From, move it to the Filter parameter
Q: How do you select a bunch of members to delete? What are the box to the left of the member for? I have tried to select there to delete but no option to do so...
A: Currently, supported bulk features are moving members and bulk attaching/detaching attributes. You can select multiple members and hit the 3 dots on the top-right table header called 'Actions' to attach/detach attributes. Thank you your feedback, we will take it into consideration for future product releases
Q: Can data modeler revision history be downloaded in a file (i.e. csv)?
A: This is not currently available, but we will take your feedback into consideration
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Luana Faria-Fichelli
Product Manager
Vena
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Original Message:
Sent: 05-02-2022 17:30
From: Michelle Sun
Subject: EXCELERATE =SUM(it) | Vena Data Modeling
Fundamentals Abstract: Explore data model fundamentals of the Vena Modeler! Master basic data model terminology and maintenance to ensure accurate data consolidation and financial reporting.
Advanced Abstract: Learn about versioning scenarios to help with budgeting, alternate hierarchies to allow for more dynamic reporting, and troubleshooting strategies to drive your business.
Tune in on Monday, May 9 at 4:00 PM EDT!
Excelerate =SUM(it) 2022
In this thread, ask your questions for the session, start a conversation, and follow for updates!
#Excelerate2022 #DataModeling #Training
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Michelle Sun
Senior Training Specialist
Vena Solutions
Toronto ON
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