Analytic Models Setup

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Overview

Analytic Models are at the core of building great dashboards. It is also worth noting that model is just another term for query (e.g. "select * from ev_projecttransactions” or similar). While we’ve given you the tools to build your own models, Clearview offers several InFocus-optimized models- available through InFocus Marketplace.

Whether downloaded or custom built, Analytic Models are managed in the Dashboard Queries Manager applet.

Tutorials

Installing an Analytic Model from InFocus Marketplace

As mentioned above, Clearview offers several InFocus-optimized models, available in the InFocus Marketplace. Below are the steps for downloading and installing your first model.

1.	Browse to InFocus Marketplace

2.	Select an Analytic Model

3.	Download/Purchase the model

Once downloaded, complete the following steps in InFocus:

1. Browse to UT>Marketplace Purchases. Note, if you don’t see this applet, ensure you have permissions via AD>Permissions (listed under Utilities>Marketplace Purchases).

2. Select the Analytic Model

3. Click Install/Update from the toolbar

4. Click the Manage link (gear icon to the right of the model)

Your Analytic Model is installed and ready to be managed via UT>Dashboard Queries Manager.

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

o	Note, if Analytic Models have not been installed, download one from InFocus Marketplace to get started.

3.	Double-click the model you wish to manage

4.	Edit the model as appropriate (click here for further details)

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

6.	Click Save

Click for more information on working with Analytic Models

Next: Analytic Dashboard Designer Setup