Meta Model Configuration

Configure Name and Definition of a Fact Sheet

Overview

This section gives you several options for basic and advanced configurations of your Fact Sheets. As an overview, you will see the ten different Fact Sheet Types and their description and the defined renewal periods for the Quality Seals.

If you want to have the new colors of the LeanIX Fact Sheet types on your workspace, you will find the color codes on the picture below.

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Fact Sheet Settings

Clicking one of the Fact Sheet Types will lead you to the Meta Model Configuration, where you can adapt the configurations of the Fact Sheet Type.

On this page, you can see every section of your Fact Sheet. You can select those sections by hovering on the specific area, and then it will allow you to select the respective section easily. Once you select a section, you will see the configuration panel on the right side of the page. In that panel, you can adjust and configure the Fact Sheet.

You can also access the Fact Sheet settings from a Fact Sheet. To do this, go to the More actions menu in any Fact Sheet of the type you want to configure (see screenshot), and select Configuration.

Fact Sheet Name

In the Fact Sheet Name section, you have 4 options to choose from:

1. Configuration

You can adjust the color of the Fact Sheets, the Maximal Hierarchy Level, and the settings for On-the-fly creation. If you enable "On-the-fly" creation, you will be able to create new Fact Sheets, as you want to add new relationships and the related Fact Sheet is not yet available.

2. Manage Translation

Admins can alter individual fields in default and customize Fact Sheets based on the preferred languages of their users. Non-admins can also select for themselves which language to operate in LeanIX overall. There are 5 languages available, namely English, German, Spanish, French, and Portuguese. This feature is intended to make the tool more accessible and increase its speed of adoption within global operations. In this panel, you can also define what to call a certain Fact Sheet in Singular form or in Plural form.

3. Facets Configuration

On this panel, you can select and define which facets you wish to show by default for this Fact Sheet type in the inventory filter sidebar. Once users configure their own facets via the "Manage Facets" option in the inventory, they will only see those personalized custom facets until they select "Reset to default" again.

4. Completion Weights

The Completion weights in Fact Sheet settings will help you to do some specific adaption on the Fact Sheets Types that will help you to stay focused on quality management as well contribution of new data in Fact Sheets.

Adjusting the weights enables you to adapt the weight of an attribute. The higher the date, the more it will be counted toward the completion of the Fact Sheet. If the value is set to "0" the attribute will not be counted as completion, and the attribute will be marked with "optional" on the Fact Sheet.

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Information

You can check out the detailed information on the Completion Weights on the Completion weights impact on completion score documentation.

Fact Sheet body configuration

By performing similar actions as before, you can now quickly adjust each section of the Fact Sheet in detail.
You can toggle the visibility of certain portions of the Fact Sheet:

Add or remove subsections

You can quickly add or remove subsections by selecting a section and clicking on the + Add subsection button.

Create or remove relations

Creating relations

In addition to creating regular subsections, you can create new relations by clicking on the + Add relation button. You are then able to configure the relation based on the following attributes:

  • Target Fact Sheet type: Dropdown with all available Fact Sheet types on your workspace.
  • Multiplicity: Allows you to define the cardinality of the relation, e.g., “Many to Many” or “Many to One”.
  • The section in target Fact Sheet type: Allows you to define in which section of the target Fact Sheet type the relation should be visible.

When creating an additional relation to an already related Fact Sheet type one more attribute is required:

  • Descriptor: This allows you to provide a unique identifier to differentiate between the already existing relation, and the new relation.
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Deleting relations

When a relation becomes obsolete, you are able to delete this permanently from your workspace by clicking the “Delete” button on the relation configuration view. Currently, relations can not be deleted under the following circumstances:

  • The relation is part of the Naming Rule of a Fact Sheet type
  • The relation has all Fact Sheet types as target Fact Sheet types e.g. Parent/Child relation
  • The relation is a constraining relation or is constrained by another relation
  • The relation has the same target Fact Sheet type as the source Fact Sheet type

This is because the above relations currently can not be reconfigured. Further updates to the functionality aim to cover those exceptions.

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Deleting relations

Deleting a relation will remove the relation and all attached data from both sides of the relations. This is non reversible.

Please acknowledge that deleting fields or field values from your workspace will temporarily put your workspace in a read-only mode. No Fact Sheets can be modified while these changes are processed. Usually, the workspace should be in read-only mode not longer than 15 minutes.

Add and Delete fields or field values

Now the workspace admin has access to delete DataModel fields and field values. The admin can also create and configure fields in the Fact Sheet:

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Special behaviour for the category field

Admins can also create the category field on Fact Sheets types that do not have it by default. The category has special behaviour in the Inventory and Fact Sheet details page. End-users will be able to select it directly when creating new Fact Sheets.

Note: if the Category field is not immediately visible in the Facet Filter menu, please navigate to the Meta Model Configuration and define it as a default Facet. For more detailed instructions on how to do so see Default facet configuration

The special behaviour for this field is not available as a relation field.

To delete a field, the admin can select the field and will see the option on the right panel as shown below:

Similar to deleting a field, the admin can also delete a field value. In the same panel, the admin can choose and proceed to delete the field value:

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Attention

Please acknowledge that deleting fields or field values from your workspace will temporarily put your workspace in a read-only mode. No Fact Sheets can be modified while these changes are processed. Usually, the workspace should be in read-only mode not longer than 15 minutes.

During the read-only mode, the users will see this notification in their LeanIX workspace.

You will receive a confirmation email when you perform changes such as: deleting fields or field values. Other changes will be active immediately without an email confirmation.

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Information

You will receive this email when you do any changes in the configuration. This behavior is not specific to the deletion of fields inside the Self-Configuration, but works this way for all (mass) updates (Excel, GraphQL, Integrations). This is also necessary for auditing.

From the same panel, you can now reorder the field values by doing drag and drop to the desired positions.

At the end of the Fact Sheet configuration page, you can find the Unused Fields and Relations sections. The fields in this section will not be visible anywhere in the LeanIX application. This way you can hide fields in the main application without having all their data deleted and move them back to a "used" section on demand.

Apply Changes

When you are all done with configuring the Fact Sheets, you can see all the changes you just made by clicking the Show changes button. Here, you can also safely review all the changes you made before applying them.

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Fact Sheet Completeness - best practice

The advanced settings are a great feature to get grip on tracking data completeness and stay focused in regard to adding new data. In regard to the completeness, make sure what use case you want to deliver and what data you need to do so. Afterward set the weight of those attributes to "0" which is not needed to deliver the use-case.

To reach 100% Fact Sheet completeness be sure that you have filled out every single field in a subsection. If there is a field without data you are not able to reach 100%.

Managing Fact Sheet Types

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Important Note

Admins can create, delete and reorder Fact Sheet types.

Creating a custom Fact Sheet type

Click the Create Fact Sheet type button in the top left of the list of Fact Sheet types in your workspace.

The form to submit for the initial Fact Sheet type creation requires you to enter the internal name of the Fact Sheet type, which is also going to be the one used in GraphQL queries, Import and Export.

The internal name cannot be modified later.

In addition to the internal name, you need to provide the translated labels for the new Fact Sheet type. The translations of the language of the currently logged-in user are mandatory, while other languages are optional. We recommend adding all translations for the languages relevant to your users right away.

Once you submit the form, we take you to the Meta Model Configuration page of your new Fact Sheet type, where you can configure it further.

The new custom Fact Sheet type will be visible in the Inventory when you create it. There is no functionality for “hiding Fact Sheet types while they are not fully configured”.

Reordering Fact Sheet types

Click the Change order button in the top right of the list of Fact Sheet types in your workspace. You can now change the position of each type using drag and drop. Click on the Save order to apply the changes. You may also click Cancel to discard the pending changes.

Deleting a custom Fact Sheet type

You can delete any Fact Sheet type that is not part of the LeanIX default Fact Sheet types in the administration area of Meta Model Configuration.

To delete a custom Fact Sheet type, click the Delete button on the right end of the list item. A dialog will appear that presents you with the following data:

  • The number of Fact Sheets will be deleted. To have an easy overview of which Fact Sheets will be deleted, we provide a direct link to the inventory of the affected Fact Sheets.
  • Relations that will be removed by deleting this Fact Sheet type.
  • The naming rules will be affected since they are referencing deleted relations. The deletion will fail if this results in duplicate Display Names of the affected Fact Sheet type.

Tick the checkbox to the left of the Delete button to confirm your decision, which makes the delete button accessible.

Deleting a Fact Sheet type may take a while if there are several Fact Sheets of that type existing in your workspace. To not create a negative experience for your end-users, we recommend performing such deletions outside of business hours.

Deleted Fact Sheet types and the connected data can not be recovered.