The Formulate workspace contains a number of panels that you use when you are designing and building your formulations. The workspace has a standard layout with various panels that are specialized for their function.
Workspace Structure
Formulate features within the workspace include:
- Properties: click here for details.
- Problems: if a custom member or custom set fails when tested, the reasons will be displayed in the Problems panel.
- Save Context: displays where a custom member or custom set will be saved.
- Save Format: provides an option to save a custom member as a given format.
- Result Preview: when testing custom members and custom sets using the execute button, a preview will appear in the Results Preview panel.
- Syntax Preview: when testing custom members and custom sets using the execute button, the syntax will appear in the Syntax Preview panel.
- KPI Style Step Preview: displays a preview of the relevant KPI step when testing using the execute button.
- Parameter Preview Panel: displays a preview of the relevant parameter step when testing using the execute button.
Status Bar
The Status Bar appears in all apps above the canvas. In Formulate, the bar appears as follows:
Common
The common details (blue highlight above):
Metadata
The Metadata icon opens the Metadata panel on hover.
Sanctioned Certificate icon
The Sanctioned certificate icon may appear in Discover, Formulate, or Present. This is a useful way to indicate to users which data models have been verified and reviewed.
AI-Generated icon
The AI-Generated icon, which indicates that models might contain AI-generated data, appears alongside the model name and in the metadata when viewed at design time in Discover, Formulate, and Present. At runtime and in the Viewer, the same icon is used for publications and discoveries. For more information, see Identify AI-Generated Data Sources.
Title
The name of the content item is shown in the middle.
Tools
The tools are typically available on the right of the status bar:
- Zoom (+ slider -): Use the Zoom Slider to either get a more close-up view of your canvas or to see more on the canvas at a reduced size.
- Undo / Redo (left and right arrows): Use the left and right arrows to undo and redo your changes.
- Save (disk icon): Open the Save dialog and save the file.