Guide
Every eode feature, one page each.
Each page in this guide covers one feature: where it is, what it does, and what it needs. The tables below
list what people come looking for, grouped the same way as the sidebar. Press Ctrl/⌘+K
in eode to jump to a screen, or use the search box above to find a word on any page.
New to eode? Start with the Quickstart. Something not working? See
Troubleshooting.
| You want to… | Use | Page |
|---|
| Jump to any screen or model without the rail | Ctrl/⌘+K | Command palette |
| Know whether to trust a number before you act on it | Verify on a solved scenario, and export the evidence | Verify a result |
| See which limit is holding the plan back | The Constraints and Money lenses on the diagram | Topology |
| Find everything that feeds one KPI | Click a KPI above the diagram | Topology |
| Turn a news item into a what-if | Use as what-if under Outside context on Scenarios | Run a what-if |
| Keep what-ifs current after the model changes | Regenerate against the updated model on a stale row | Run a what-if |
| Edit inputs like a spreadsheet: fill down, paste from Excel | The data grid's keyboard and Cell actions | Edit data in a model |
| Change a workbook model's inputs in your own sheets | Download your inputs, edit, Upload edited inputs | Start from a workbook |
| Keep separate threads with RIA for each model | The conversation menu in the console | Conversations |
| Move RIA out of the way | Drag the diamond anywhere; drag and resize the open pane | The RIA console |
| See exactly what changed between two versions | Versions → Diff vs rNN, and Revert | Versions and history |
| Show the model's proof to someone who has to sign off | The Credentials record | Credentials |
| Put results on one board to present | A workspace from a template, then present it full screen | Workspaces |
| Run the weekly plan the same way every week, with sign-off | A workflow with an Approval required gate | Workflows |
| Find a model fast among dozens | Smart lists: Needs review, Recent, Failed import … | Model Library |
| Get help or send an idea without leaving eode | Help & support in the profile menu, with replies in a thread | Help and support |
| You want to… | Page |
|---|
| Start a new model | New model |
| Decide whether to describe, attach a workbook, or bring a file | New model |
| Move around the wizard's five steps | New model |
| Come back to a model you didn't finish | New model |
| Change an earlier step without losing your work | New model |
| Stop a build or a solve | New model |
| Bring in a Python model spec | New model |
| Scaffold a model on your own CSV tables | New model |
| Import a model file you already have | New model |
| Describe your business for a new model | Describe your business |
| Say what number to maximize or minimize, and the hard limits | Describe your business |
| Attach a dataset or workbook while you describe | Describe your business |
| Build from a PDF or Word design document | Describe your business |
| Choose how many rounds of questions RIA asks | Describe your business |
| Answer RIA's questions, or let it suggest answers | Describe your business |
| Know what each kind of question is asking | Describe your business |
| Change your answers on a built model | Describe your business |
| Read the design before anything is built | Review the design |
| Confirm the design section by section | Review the design |
| Approve an assumed value, or change the planning horizon | Review the design |
| Send a design back with a reason | Review the design |
| Approve how a workbook maps into the model | Review the design |
| Check the design after a build, or ask for corrections | Review the design |
| Reread a model's design later | Review the design |
| Choose sample data or your own numbers | Load your data |
| Load every table from your workbook in one step | Load your data |
| Point each table at one of your datasets | Load your data |
| Check and correct how your data was matched | Load your data |
| Accept data that has blocking findings, with a reason | Load your data |
| Build on one business unit first, then the rest | Load your data |
| See where every row of your workbook went | Load your data |
| Fix a mapping that stopped | Load your data |
| Load a corrected copy of your workbook | Load your data |
| Load your real data into a model built on sample data | Load your data |
| Watch the build and know what each stage means | Build and baseline |
| Read what the build found: data, checks, review | Build and baseline |
| Add something the independent review says is missing | Build and baseline |
| Recover when the build stops | Build and baseline |
| Download the model as a workbook, PDF or text | Build and baseline |
| Solve your baseline | Build and baseline |
| Check the baseline reads like your business | Build and baseline |
| Build a model from your Excel workbook | Start from a workbook |
| Correct how eode read each sheet | Start from a workbook |
| Choose which column names your products, sites or customers | Start from a workbook |
| Name the parts of the model in your own words | Start from a workbook |
| Correct a column or set columns aside | Start from a workbook |
| Decide what your data doesn't say | Start from a workbook |
| Agree the reading and start the design | Start from a workbook |
| Edit the model's inputs in your own spreadsheet | Start from a workbook |
| Change one scenario's values in your own sheets | Start from a workbook |
| You want to… | Page |
|---|
| Open a model's home page | Model home |
| Rename a model, or see its tier and lock | Model home |
| Solve or re-solve the baseline, or stop a solve | Model home |
| Know what the status card is telling you | Model home |
| Fix a build that didn't finish | Model home |
| Fix a headline that disagrees with Base, and replay what-ifs | Model home |
| Read the five-step record of how a model was built | Model home |
| Edit your brief, your goal or your workbook on a built model | Model home |
| See what's worth doing next | Model home |
| Read the baseline headline | Model home |
| Get from a model to its credentials, workspaces or workflows | Model home |
| See who changed what recently | Model home |
| Pan, zoom and fullscreen the model diagram | Topology |
| Inspect a part of the model | Topology |
| Find everything that feeds one KPI | Topology |
| See which parts an outside factor touches | Topology |
| Open a folded group of parts | Topology |
| See flows, tight limits or money on a solved plan | Topology |
| Show only solved or failed scenarios | Scenarios |
| Add, rename or delete a scenario | Scenarios |
| Tell Base from BASE DATA | Scenarios |
| Search, sort, group and pin across all scenarios | Scenarios |
| Compare, regenerate, duplicate or delete several scenarios at once | Scenarios |
| Write a what-if in plain English | Run a what-if |
| Run a what-if and see its result | Run a what-if |
| Start from a what-if RIA suggests | Run a what-if |
| Turn a news item into a what-if | Run a what-if |
| Bring Base up to date with the model | Run a what-if |
| Import a workbook's other scenarios as what-ifs | Run a what-if |
| Keep what-ifs current after the model changes | Run a what-if |
| Read a KPI tile and its change against Base | Read results |
| See how a number was worked out | Read results |
| Tell a verified number from an estimated one | Read results |
| Compare an imported workbook's figures with the model's | Read results |
| Open a result in a workspace, or diagnose a failed one | Read results |
| Add a KPI RIA suggests | KPIs and custom metrics |
| Build your own metric from two others | KPIs and custom metrics |
| Remove a KPI | KPIs and custom metrics |
| Check whether a scenario's numbers can be trusted | Verify a result |
| See where every input to a scenario came from | Verify a result |
| Export the evidence behind a result | Verify a result |
| You want to… | Page |
|---|
| Put an editable grid of the model's inputs on a workspace | Edit data in a model |
| Describe the data you want to edit and let RIA set up the view | Edit data in a model |
| Find a row in a large input table | Edit data in a model |
| Fill down, fill right, undo and redo in the grid | Edit data in a model |
| Paste from Excel, or export to CSV | Edit data in a model |
| Add a new product or item by cloning one | Edit data in a model |
| Clear the checks on values you edited | Edit data in a model |
| Change one period only | Edit data in a model |
| Save edits as a what-if and solve it | Edit data in a model |
| Change the model's own data for everyone | Edit data in a model |
| Resolve a clash with someone else's edits | Edit data in a model |
| Supply the values a what-if asks you for | Edit data in a model |
| Reopen a whole model to revise it | Change a model |
| See the model's backlog of improvements and gaps | Change a model |
| Preview a change on a trial solve, then apply it | Change a model |
| Set an item aside, or take it back | Change a model |
| Have RIA review the model and propose improvements | Change a model |
| Track what you said the model must do | Change a model |
| Bring in an updated workbook | Change a model |
| See every saved revision of a model | Versions and history |
| See exactly which fields changed in a revision | Versions and history |
| Revert to an earlier revision | Versions and history |
| Follow how your goal moved, change by change | Versions and history |
| See who did what to a model, and when | Versions and history |
| Show someone the model's proof before they sign off | Credentials |
| Read the independent review's scores | Credentials |
| See each capability, the words behind it, and what was cut or assumed | Credentials |
| Read the checks the build passed | Credentials |
| Accept a pending design, or use the numbers in your brief | Credentials |
| Accept mapped data, with exceptions if you must | Credentials |
| Know whether a model can be trusted at a glance | Validation |
| Read checks by data, functionality and results | Validation |
| Re-run the checks, or find which limits hold the plan back | Validation |
| Re-verify a model after it changed | Validation |
| Record that you accept blocking findings | Validation |
| You want to… | Page |
|---|
| Switch between your models and your organization's | Model Library |
| Search, sort or show only your own models | Model Library |
| Find models that need review, failed, or are building | Model Library |
| Browse models by category | Model Library |
| Read a model's state from its row | Model Library |
| Rename, pin or open a model from the list | Model Library |
| Copy a model | Model Library |
| Delete a model | Model Library |
| See who has access to a model | Share and govern a model |
| Lock a model while you restructure it | Share and govern a model |
| Unlock, or take over someone else's lock | Share and govern a model |
| Share a model with your whole organization | Share and govern a model |
| Take a model back to personal | Share and govern a model |
| Know who can lock, promote and delete | Share and govern a model |
| Find, pin and file your workspaces | Workspaces |
| Start a workspace from a sentence, a template or a blank canvas | Workspaces |
| Have RIA design a board for you | Workspaces |
| Plan a set of boards for different audiences | Workspaces |
| Move and resize tiles | Workspaces |
| Change a chart's type or remove a tile | Workspaces |
| Have RIA add or edit tiles on a board | Workspaces |
| Choose which scenario a board reads, compare others, slice by period | Workspaces |
| Present a board full screen | Workspaces |
| Share a workspace or promote it | Workspaces |
| Add a tile to a board | Widgets |
| Pick charts from the data a solve produced | Widgets |
| Enlarge a tile, or highlight a value across tiles | Widgets |
| Know what every results tile shows, including the value of one more unit | Widgets |
| Read the P&L, balance sheet and cash flow | Widgets |
| Ask for a table or chart in plain English | Widgets |
| Rate, comment or tick a checklist inside a run | Widgets |
| Create a workflow on a model | Workflows |
| Add stages and widgets to a workflow | Workflows |
| Require an approver before the next stage | Workflows |
| Have RIA draft a weekly or monthly process | Workflows |
| Publish, lock, share or delete a workflow | Workflows |
| Start a run of a workflow | Workflow runs |
| Point a stage at a scenario | Workflow runs |
| Assign a stage, or open its analysis | Workflow runs |
| Read RIA's review before you advance | Workflow runs |
| Approve a stage, advance, and finish a run | Workflow runs |
| Comment on a run | Workflow runs |
