Overview
Analytic Models (or queries) are used to feed dashboards designed with the Analytic Dashboard Designer. Generally, models are written for performing business analysis and should be written with the end user in mind (e.g. using decipherable return names, etc.). In addition to the query, you can leverage Parameters, Field/List Descriptions and Permissions.
Permissions to Analytic Models allow the designated users access to the model when using the Analytic Dashboard Designer.
Note - Clearview has made several InFocus-optimized models available via InFocus Marketplace. For more information on installing Analytic Models from the InFocus Marketplace, click here.
Tutorials
Managing Analytic Models
Below is a tutorial for managing Analytic Models and making them available to your designers.
| 1. | Browse to Utilities>Dashboard Queries Manager |
| 2. | Select Analytic Models from the drop-down |
| 3. | Double-click the model you wish to manage |
| 4. | Edit the model as appropriate (see descriptions below) |
| o | Most users will simply work with distributing pre-written models (as discussed above) |
| o | If writing your own model, as a best practice use Field Lists/Descriptions to describe the fields contained in the model. This will be helpful when designing the dashboards. |
| 5. | Distribute the Model for use in the designer |
| o | Click the Model Permissions tab |
| o | Assign permissions as appropriate |
Creating Analytic Models
Advanced Users Only
If you’ve been tasked with creating Analytic Models for your firm, below is a step-by-step guide for building them.
| 1. | Browse to UT>Dashboard Queries Manager |
| 2. | Select Analytic Model from the query type drop-down |
| 3. | Click + New Analytic Model from the toolbar |
| 5. | Configure settings (see descriptions below) |
Your Analytic Model will now be available for use in the Analytic Dashboard Designer.
Field Descriptions
| • | Description - Model description |
| • | Parameters - Parameters can be mapped to and used to define undeclared query variables at runtime. Default Values can be configured and will be used when processing the query (server-side). Parameters can be defined by the user at runtime by checking Create Dashboard Param. |
| o | Param Name - Parameter name as it appears in the query. Note, SQL syntax is not needed here (e.g. @AsOf should be listed as AsOf). |
| o | Data Type - Associated data type |
| o | Default Value - Sets the default value to be used by the SQL variable |
| o | Create Dashboard Param - When checked, the parameter will be automatically added to designs using the model. Users will be able to set the parameter while designing dashboards using the model and when viewing in the Dashboard applet. |
| • | Field List/Descriptions - Lists fields used in the query and their descriptions. This can be referenced when using the model in the Analytic Dashboard Designer. |
| o | Generate Field List - Generate a field list from the query. Once generated, you can then add associated descriptions. |
| • | Model Permissions - When checked, users can access the model when designing dashboards with the Analytic Dashboard Designer. |
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