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ITM Exercise Guide-2017.05.22 - v20
ITM Exercise Guide-2017.05.22 - v20
Course Guide
Last updated: 06/2/2015. Not for inspection by, distribution or quotation to the general public.
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Introduction to Model Building – Course Guide
Table of Contents
Chapter 1: Course Introduction .............................................................................. 5
Welcome to Introduction to Model Building! ........................................................... 5
Chapter 3: Design Matters ..................................................................................... 6
Guided Build – Downloading an App ................................................................... 6
Guided Build – Model Map ................................................................................. 6
Chapter 4: Start Guided Build................................................................................. 7
Guided Build – Creating a New Model ................................................................. 7
Guided Build – Time Settings ............................................................................ 7
Guided Build – Adding Versions ......................................................................... 7
Guided Build – Adding/Managing List Items......................................................... 9
Adding items to a list .................................................................................... 9
Adding a new list .......................................................................................... 9
Manually establishing a child / parent relationship ............................................ 9
Deleting items from a list ............................................................................ 10
Guided Build – Adding Properties ..................................................................... 10
Build Your Model Activity – Lists ...................................................................... 11
Guided Build – Formatting Properties ............................................................... 11
Guided Build – List Subset .............................................................................. 12
Guided Build – Create a Module ....................................................................... 12
Bookings ................................................................................................... 12
Price Book ................................................................................................. 13
Build Your Model Activity – Modules and Line Items ........................................... 13
Guided Build – Create a Line Item Subset ......................................................... 15
Guided Build – Functional Areas....................................................................... 16
Build Your Model Activity – Functional Areas...................................................... 17
Chapter 5: Import Data ....................................................................................... 18
Guided Build – Import to a List ........................................................................ 18
Import: Organization.txt ............................................................................. 18
Import: Sales Roll Up.txt ............................................................................. 18
Build Your Model Activity – Import Lists ............................................................ 18
Guided Build – Import to a Module in Grid view ................................................. 19
Import: Actuals Bookings.csv into Bookings module ........................................ 19
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Introduction to Model Building – Course Guide
Formulas ................................................................................................... 34
General Expenses ............................................................................................. 36
Guided Build – Import Data to General Expenses ............................................... 36
Formulas ................................................................................................... 37
Company Profit ................................................................................................ 37
Guided Build – Company Profit – Saved View .................................................... 37
Formulas ................................................................................................... 37
Sales Roll Up ................................................................................................... 38
Guided Build – SUM Formula ........................................................................... 38
Executive Summary .......................................................................................... 39
Formulas ................................................................................................... 39
Chapter 9: Create Dashboards.............................................................................. 41
Guided Build – Add a Dashboard ...................................................................... 41
Guided Build – Publishing Modules to Dashboards .............................................. 41
Guided Build – Publishing Charts to Dashboards ................................................ 42
Guided Build – Adding Text to a Dashboard....................................................... 42
Guided Build – Rearranging a Dashboard .......................................................... 42
Guided Build – Add a List to a Dashboard ......................................................... 43
Guided Build – Adding Product List Module ........................................................ 43
Build your model activity – Build a Dashboard ................................................... 44
Chapter 10: Set Access & Roles ............................................................................ 46
Guided Build – Setting Access and Roles ........................................................... 46
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Introduction to Model Building – Course Guide
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Introduction to Model Building – Course Guide
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Introduction to Model Building – Course Guide
The date format can be changed by altering the preferred language in the browser. This
means the date format is controlled by the viewer and the same date may appear in
different formats depending on the language setting in your browser.
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Introduction to Model Building – Course Guide
6. Click OK.
7. Drag the name Dustin and drop it in the North region.
8. Drag the name David and drop it in the East region.
9. Drag the name Brock and drop it in the South region.
10. Drag the name Mookie and drop it in the West region.
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Introduction to Model Building – Course Guide
7. Click OK.
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Introduction to Model Building – Course Guide
Bookings
1. In the Settings tab, click Modules.
2. Click Insert Module.
3. Type the name of the new module: Bookings.
4. Drag the Products list and drop it in the Pages box.
5. Drag the Versions dimension and drop it in the Pages box.
6. Drag the Sales Team subset list and drop it in the Pages box.
7. Click in the Line Items box.
8. Add the names of the Line Items:
a. Type: Units Sold.
b. Press Enter.
c. Type: Unit Sales Price.
d. Press Enter.
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Introduction to Model Building – Course Guide
e. Type: Bookings.
f. Press Enter.
g. Type: Unit Cost.
h. Press Enter.
i. Type: COGS.
j. Press Enter.
k. Type: Gross Margin.
l. Press Enter.
9. Click OK.
Price Book
1. In the Settings tab, click Modules.
2. Click Insert Module.
3. Type the name of the new module: Price Book.
4. Drag the Products list and drop it in the Pages box.
5. Drag the Versions dimension and drop it in the Pages box.
6. Click in the Line Items box.
7. Add the names of the Line Items:
a. Type: Unit Sales Price.
b. Press Enter.
c. Type: Unit Cost.
d. Press Enter.
8. Click OK.
Now, build the remaining eight modules and their line items. If you miss a line item or
page, not to worry! This can be fixed later through the use of the Blueprint view.
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Introduction to Model Building – Course Guide
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Introduction to Model Building – Course Guide
3. Dental
4. Vision
5. Travel &
Entertainment
6. Sales Rep
7. Staff
8. Exec
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Introduction to Model Building – Course Guide
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Introduction to Model Building – Course Guide
It is your turn to finish setting up and assign the functional areas for the other modules.
Use the table below to help you to set functional areas.
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Introduction to Model Building – Course Guide
In this guided build, import data from .CSV and .TXT files (downloaded previously) into
the lists in your model.
Import: Organization.txt
Use your knowledge to import the Products.csv file to the Products list and the
Employee.csv file to the Employees list. Note that when you import the
Employee.csv, you should carefully map the source columns to the properties.
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Introduction to Model Building – Course Guide
2. Click Bookings.
3. Click Open.
4. Click the Data drop-down.
a. Click Import.
5. In the Select Source dialog box:
a. Click Upload New File.
b. Navigate to the folder that contains the Forecast Bookings.csv file.
c. Click Forecast Bookings.csv.
d. Click Open.
6. In the File Options dialog box, click Next.
7. In the Import: Bookings from Forecast Bookings.csv dialog box:
a. Click the Source drop-down next to Time.
i. Click (Column Headers).
b. Click the Source drop-down next to Versions.
i. Click Fixed version.
c. Click the Source drop-down next to Bookings Line Items.
i. Click Fixed line item.
d. Click the Bookings Line Items tab.
i. Click the Marked as (Fixed Target Item) in the Mapping tab
drop-down.
ii. Click Units Sold.
e. Click the Versions tab.
i. Click the Marked as (Fixed Target Item) in the Mapping tab
drop-down.
ii. Click Forecast.
f. Click the Time tab.
i. Click the radio button next to Dates.
ii. In the Patterns with Separators field, click M-D-Y.
g. Click Run Import.
8. In the Import Completed dialog box, review the import results.
a. Click Close.
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Introduction to Model Building – Course Guide
Now it’s your turn! Use the tables below to help you to set formats, the summary,
and/or style.
You may see line items in your modules that are not listed below. Those line items have
a default setting and require no change.
Sales Performance
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Introduction to Model Building – Course Guide
Sales Roll Up
Company Profit
General Expenses
Employee Expenses
Employee Profiles
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Introduction to Model Building – Course Guide
Product Analysis
Price Book
Employee Assumptions
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Introduction to Model Building – Course Guide
In this exercise, you will be adding formulas in the Bookings module. There are three
formulas:
• Bookings = Unit Sales Price * Units Sold
• COGS = Unit Cost * Units Sold
• Gross Margin = Bookings - COGS
18. Click the Formula cell of the Gross Margin line item.
19. Click the formula bar label to activate Formula Editing mode or double-click
in the empty field.
20. Click Bookings.
21. Type: - (minus sign)
22. Click COGS.
23. Click the green check to exit Formula Editing mode.
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Introduction to Model Building – Course Guide
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Introduction to Model Building – Course Guide
Note: The values are black, indicating they are not editable. These
formulas need to be deleted to allow for the editing of values and
exploring different pricing scenarios.
Note: The values remain in the cells. However, since formulas were
deleted, the values can be edited.
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Introduction to Model Building – Course Guide
You may see line items in your modules that are not listed below. Those line items
require no further action.
Bookings
Completed
Price Book
Completed
Product Analysis
Formulas
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Introduction to Model Building – Course Guide
Employee Profiles
Formulas
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Introduction to Model Building – Course Guide
Employee Assumptions
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Introduction to Model Building – Course Guide
Employee Expenses
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Introduction to Model Building – Course Guide
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Introduction to Model Building – Course Guide
24. Copy and paste the Dental formula into the Vision
Formula cell.
25. In the Line Item Formula area, double-click the Vision
formula line to activate Formula Editing mode.
26. Change the word Dental to Vision.
27. Click the green check to exit Formula Editing mode.
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Introduction to Model Building – Course Guide
Formulas
Sales Performance
Formulas
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Introduction to Model Building – Course Guide
Bookings
Expenses Employee Expenses.Total
Expenses
Bookings vs. Expenses / Bookings
Expenses
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Introduction to Model Building – Course Guide
General Expenses
14. In Grid View, click the Versions drop-down and click Forecast.
15. In the Organization drop-down, click North.
16. Click in the Rent cell for March 15 and drag down to TOTAL cell.
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Introduction to Model Building – Course Guide
Formulas
Formulas
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Introduction to Model Building – Course Guide
Sales Roll Up
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Introduction to Model Building – Course Guide
c. Under the Employees list Property tab, click the Sales Roll Up
property.
d. Type: ]
15. Click the green check mark to close the formula editing mode.
Executive Summary
Add the Executive Summary module.
Formulas
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Introduction to Model Building – Course Guide
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Introduction to Model Building – Course Guide
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Introduction to Model Building – Course Guide
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Introduction to Model Building – Course Guide
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Introduction to Model Building – Course Guide
Now it’s your turn! Complete the tasks below to create a dashboard for Product Pricing.
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Introduction to Model Building – Course Guide
Remember to use the Introduction to Model Building app to view how the Product Pricing
dashboard should look when completed.
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Introduction to Model Building – Course Guide
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