The Model Builder is where Dimensions, Factors and Subfactors are created. Dimensions and Factors are the X-axis data points on the Outcomes Matrix. The main functionality of the Model Builder is to define these data points. 

• There are 2 main paths to access the Model Builder:
  • On the Instance home page, select Calendar, and then Model Builder.
  • On the Instance Settings page, select Instance Builder, and Model Builder.
• On the Model Builder page, choose an edit mode:
  • Progress Report  … used for profile visualizations and requires the model to be completely filled out. (including Factor score links, and best/worst values for each factor)
  • Model Only …used with the Outcomes Matrix to map the model to the event list. This allows you to create a model quickly without needing the associated scores and roles to be created first.

Then, create a new model (‘Design a new model’) or import an existing model from another Instance.

Designing a new Model

• By default, the new model will not be Active. Once you’ve set it up, you can make it Active.
• Under “Whose data should be displayed in this model?”, select where to display it. In other words, the model will appear on the profile of the people in the Roles selected here.
  • Note: If you are using Role hierarchies and want to customize Dimensions and/or Factors by child Roles, you must select both the parent and child Roles here.
• In “Who should have access to this model?”, you can select Roles for the people that should be allowed to view it. “Self” allows a person to see their own report.
• Options
  • Include people in active statuses only 
  • Allow links to raw data – if selected, the viewer can click on the Factor values (percentiles) and raw values will be displayed (e.g. a ‘40 yard dash’ factor may appear as a 57, but the raw value is actually 5.1 sec)
  • Allow users to view their own raw data – this determines whether or not a person can see their own raw data (separate from whether they can see the report as a whole)
• Formatting options – this determines how to display the bars, by defining
  • How many percentile ranges (3, 4, or 5 colors, equally divided), and
  • What color represents each range (colors include blue, dark green, green, light blue, grey, red, or yellow).
• Once you Save, you can begin building the core of the report, using the GideonSoft model. You can always return to this screen by clicking “Edit Options” from the Progress report design screen.

Adding Dimensions

Dimensions represent the main bars on the graph. Click where indicated to add a Dimension. Enter a label, which is the text displayed on the bar.

• Factors … Enter whatever factors you want to display using line breaks, commas or semicolons between them.
• Roles … select which ones should display this Dimension
• Notes (optional) … For your own reference only; they are not displayed.
• Weight … by default, set to 1. You can assign greater/lesser weight to this dimension as compared to other dimensions.
• Position … (Progress Report mode) Determines the order in which the dimensions appear.
• Click “Add” to save the dimension.
• Click the gear icon to come back to these options.

Adding/Editing Factors

• Click the blue dots (…) towards the right of a factor to edit it.
• Label … the displayed name.
• Notes (optional) … For your own reference.
• Proficiency (optional) 
• Include in Progress Report (only in Progress Report editing mode) … This option allows a factor to be displayed (and factored into the Dimension calculation), or omitted. If privacy or data sharing is a concern, this allows a data point to be displayed for one Role but not another.
• Who should have access to this factor?  Use this to hide factors and trends from certain roles. It does not change any calculations. By default, ‘All roles with report access’ is selected.
• If using Progress Report editing mode, you’ll be presented with these settings:
  • Score … This is how to connect the Factor to a score variable, which is what provides the data/value. This is optional in Model Only mode. In Progress Report mode, you can save your work, but will not be able to publish until you select a score. If you don’t find the one you need, and would like to create a new variable, click the ‘Create New Score’ button. See Quick Variable Creator
  • Direction … often, ‘Higher is better’ (e.g. Bench Press), but ‘Lower is better’ would be appropriate for timed events like a 40 yard dash
  • Best and Worst Values … used to calculate percentiles for the ideal performer, by bracketing the range of values fed in from the score variable. If an individual scores below the worst value or higher than the best value, they would show as a 0 or 100, respectively.
  • Weight … by default, set to 1. You can assign greater/lesser weight to this factor as compared to other factors.
  • Manage Factors by Role … this allows additional customization by Role (e.g. Seniors and Freshmen should have different comparison ranges). For each Role selected, you can change:
    • The Best and Worst values
    • The selected score feeding data to the report for this Role
    • Visibility … if one Role should be hidden
  • Variables for Trends …  Select one or more variable(s) that can populate a trend line, displayed when the factor is expanded down.
    • Add variable … For each variable, you can select the displayed Label, appropriate direction and which Role(s) should display the graph.
• Sub-Factors …Separate sub-factors by line breaks, commas, or semicolons.
• Click “Save”, then “Update”, then “Publish”.

Importing an existing Model

• • If you are starting from scratch and there is no existing report, select ‘Import model from another Instance’.
  • If a report has previously been configured, open the existing report, and at the bottom right, click the gear icon and ‘Import Report’. This will overwrite the existing report.
  • Select the Module and Instance from the drop down and click Import.
  • You can make any customization needed, and click “Publish!” to save.

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Version(s): GideonSoft 2023 Release 2 and later