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Right when you log into the Add-In you will land on the Home page. This is like a status page for every Plan.
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Navigating the Excel Add-In
Right when you log into the Add-In you will land on the Home page. This is like a status page for every Plan.
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Start here to understand where you are at and what the current status of each Plan is before you dive into it.
See who made the last changes and more importantly WHEN
Learn about the Data Freshness per source
New data is not automatically imported into the SmartModel™. You will need to import fresh data.
Example from Screenshot: "Last full data import Oct 07, 2024 07:17 PM. Latest data from data warehouse is from Oct 08, 2024 06:27 PM".
If you are an advanced user, you can also just import specific tables, e.g. "Shopify DTC Monthly". If you click on the arrows in the data freshness box you can see the last time an individual table was imported from Shopify.
See who created the file and who it's shared with
Understand when the model is "ahead" of the cloud - learn more about
This means that the last time someone imported ALL data sources into the model occurred in the evening of October 07. However, Drivepoint has data available from October 08 meaning that we could get fresher data into the SmartModel™. We should "Go to " to import all new fresh data.
