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!
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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