For the purpose of this manual, we assume that we would like to use ModifyModel functionality to create a new model that is based on the model called Tutorial. We would like to add a new source to it and save it under a different name. The new source, containing the FX rates, will be attached to the Currency control source that is a part of the Tutorial Data Model.
To access the Model Modification screen, right-click on the ModifyModel object category and select the New option from the menu (Fig.).
Model Modification screen opens blank (Fig.).
The Model Modification process consists of the following steps:
1. Initial Data Model selection. You must select a Data Model on which the resulting model will be based. It must be kept in mind that the main source of the initial data model will retain its status, while all added sources will serve as auxiliary entities.
2. Inserting nodes to create levels of the modification hierarchy.
a. Inserting nodes into the Hierarchy pane.
b. Selecting sources for the inserted nodes and setting up their parameters.
c. Adjusting the original model nodes’ setup (optional).
3. Saving the Modify Model task.
The root node is inserted in the Hierarchy pane by the system when you start a new task. It is named the Original Data Model Tree Node’ (Fig. ) and will represent the Main source of the Data Model that you will select for modification.
Initial Data Model Selection
To start you have to select the Data Model on which your new Data Model will be based. This is done on the Data Model selection field (Fig.).
Use the button to select a Data Model from the Lookup (Fig.).
Note: The button becomes available for Data Model Editor access in case you need to edit the selected Data model setup.
Note: You will need to click on the icon next to the Root node to open the selected Data Model’s hierarchy.
Inserting New Node: To insert a new Node:
1. Highlight the ctrl_std_currency_code node to select it
2. Press the button to insert a new node (Fig.).
Selecting Source: To choose a source for the new node:
1. On the Properties pane press button to the right of the Data Source input field to open the lookup listing available sources.
2. Find and select FX source click OK to close the lookup. The name of the selected source appears in the Data Source input field (Fig.).
3. On the Hierarchy pane double-click on the new node’s default name and rename it by typing in fx_rates and hitting Enter.
At this point you are advised to save your work:
1. Press the Save button. The dialog will open prompting you to enter the new model’s name and description (Fig.).
2. Enter a name (tutorial_transactions_modified in our example) and a brief description for the newly created model and press OK.
Parameters Setup: At this point, you have to set up parameters for the FX Rates source.
1. Relationship to Parent input field should have one -> one, as it should for all control sources, since there is only one entry in control sources that corresponds to an entry in the Main Source.
2. Mandatory in Join switch should be left on No, since you do not want the Filter to show the columns associated with this source, although you will be able to activate these columns on the Header Manager if the need arises.
3. Optional Constrain field in our example should be left blank.
4. Additional Join Expression field in our example should be left blank.
5. Instantiation Date Selection Rule field should be left blank since the source we are setting up belongs to the Permanent Data category.
6. On the Join Fields Pane establish a join between the FX Rates and the cntrl_currency_code sources. Please refer to the Data Model Setup section if you forgot how to do this.
Saving Model Modification: When you press Save, the following takes place:
1. A new task object is added to the ModifyModel category (Fig.).
2. A new data model is added to the Data Model/ModifyModel category (Fig.).
3. Open new model ModifyModel[tutorial_transactions_modified].tutorial_transactions in the Model Editor. FX Rates source is attached to the cntrl_currency_code source (Fig.).