Necto 16 Training Necto modeling (Excel files)

Objectives

By the end of this lesson you will be able to describe:

• How to choose the right Model for your Project

• When a Necto Model Should be Developed & How

Model Development Flow

• Create Data Sources and Load tables• Create the connection between the Tables• Define Measures, Sets, Column Types and Format• Customize your Model – i.e. Hide or delete unnecessary Columns• Automate the Model (Define Partition Mechanism and Processing)• Define Security• Deploy the Model (Use the “Publish” icon)

Creating a New Model Using Excel as a Data SourceTo create a new model based on Excel as a data source follow the steps below: • Click on the Management icon (appears at top right of the screen)

• Select the models icon from the ribbon bar

• Click on the root folder down arrow (public\ private) and then new to create a new model

Creating a New Model Using Excel as a Data Source – continue • When a name was given to a model, a new “My World” screen

appears • Click on the “Import” icon • Select the data source by clicking on the drop down option • Click on “Create New” button, a new Data Source will be opened • Click on the Excel icon to upload/connect to a file

Creating a New Model Using Excel as a Data Source – continue

Upload a file

Connect to a SharePoint folder

Use a file from a shared folder

Creating a New Model Using Excel as a Data Source – continue • Once the

upload is finished, “My World” is displayed

Tables of data from different data sources

Define measures

Define Date hierarchies Define hierarchies

Define relationships between sources

Workboard Creation Based on Model Created • Once model has been published, click on the “New” icon at Necto’s

work area screen • Select from the wizard “Create a Workboard with Data” • Select “Multidimensional” icon and select “Necto

modeling

• Select the model you have created (will appear at the bottom of the list)

• Click on “Save” step and type the name of the workboard • Click on “Finish” step to complete the wizard