Operational Data · Track 3 · Tutorial 7 of 7

Use a model across BrizoConsol

A model publishes its figures as an operational dataset. Everything that reads operational data reads a model the same way, so once it is saved there is nothing more to set up.

You will needThe Units and revenue model from Build a custom model.

By the endThe Units and revenue model read in a dashboard, a report and a KPI, and kept up to date as its sources change.

1Find the model’s dataset

Select Your Group and open Organisation Settings → Operational Data.
Find Units and revenue. It carries a Model badge.

The Model badge (1), View data (2), and Edit model (3).

The dataset is the model’s output. Its figures are changed in the model: Edit model opens the model page, and nothing can be imported into the dataset. Renaming the model renames the dataset; deleting the model deletes it.

2Use it like any operational data

Wherever operational data can be chosen, the model’s dataset is offered under its name.

Where	How
Dashboards	Choose the dataset as a widget’s data source, as in Show operational data in dashboards and Insight Packages.
Row/column reports	Add a row from it, as in Add operational data rows to row/column reports.
Cell Reports	Bind a cell to one of its metrics, as in Bind operational data in Cell Reports.
Custom KPIs	Use a metric in a formula, as in Build KPIs from operational data.
BrizoButler	Ask about it by name.

Check

A dashboard widget on Units and revenue shows the same Units sold for a month as the model’s View.

3Know when it refreshes

How a model’s data flows: Save, Refresh data, a change to a linked dataset or a consolidation recalculation refreshes the model, which writes its figures to its operational dataset, read by the operational viewer, dashboards, reports, Cell Reports, custom KPIs and BrizoButler — What refreshes the model (1), the model itself (2), the dataset it writes (3), and where the dataset is read (4).

When	What happens
You click Save on the model page	The model loads its data again.
You click Refresh data on the Models list	The model loads its data now.
A linked dataset changes	Every model that reads it refreshes.
The consolidation recalculates	Models that read financial statements refresh.

A refresh replaces all the model’s figures at once, so a reader sees the previous figures or the new ones, never half of each.

4If something goes wrong

What you see	What to do
The dataset isn’t listed	The model has not published its data yet. Wait for Up to date.
New figures haven’t reached a dashboard	The model is still loading. Check its badge on the Models list, or click Refresh data.
The dataset disappeared after the trial	The subscription no longer includes the Business Data Builder. The model is kept; upgrade to Premium to read it again.
You can’t upload into the dataset	A model’s dataset is changed in the model. Click Edit model.

Want more detail? See the documentation

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