Measurement Model – Model Builder

The Model Builder is used to set up a Profile report, which appears on a user’s profile page.
Before going to set up a Profile Report, you should be familiar with the configuration of your data. (see The GideonSoft Data Model) Roles with Overlord permission sets and above have this capability.

From the Instance home page, go to Settings… Model Builder… From here, you can easily create a new one (‘Design a new report’) or import an existing report (‘Import report from another Instance’).

Creating a new Report

• By default, it will not be Active. Once you’ve set up the report, you can make it Active.
• Under “Whose data should be displayed in this report?”, you can select where to display this report. In other words, the report 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 report?”, you can select Roles for the people that should be allowed to view the report. “Self” allows a person to see their own report.
• 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, 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 … These 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
• Weight … by default, set to 1. You can assign greater/lesser weight to this dimension as compared to other dimensions.
• Position … 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 … towards the right to bring up the edit dialog.
• Label … the displayed name.
• Notes … (optional) you can save notes for yourself.
• Include in Progress Report … This option allows a factor to be displayed (and factored in to 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.
• Score … you connect the Factor to a score variable, which is what provides the data/value. 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 others 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.
• 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 there a report has been 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 2020 Release 2 and later