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Configure a Semantic Model for Customizations

The CSI Score semantic model that you install is where all the metrics and calculations of composite scores and the all-up CSI score reside. The installed model is locked. You can't customize either the resources of the locked model or the CSI Score assets in Tableau Next that reference the locked model. You can either clone or extend the CSI Score semantic model to make your customizations.

Required Editions

View supported editions
User Permissions Needed
To extend or clone semantic models: Data Cloud Architect permission set

Based on your customizations goals, either clone or extend the CSI Score semantic model.

Feature Extending the Model Cloning the Model
Relationship to parent semantic model Maintains a link to the parent model. Creates an independent copy.
Use case Recommended for adding new metrics and visualizations. Useful when you need an independent version that can exclude resources from the parent model.
Edit capabilities You can add resources but can’t modify existing resources. You can add and edit resources.
Receive updates from parent model The model inherits updates from the parent model released by Salesforce because they’re connected. The model doesn't receive updates released by Salesforce.

See Also

Extend the CSI Score Semantic Model

  1. On Tableau Next, go to the workspace where the CSI Score semantic model is installed.
  2. Scroll to the Semantic Models section.
  3. On the CSI Score semantic model, click Dropdown and select Extended Semantic Model.
  4. Enter a name for the semantic model and save it.
  5. To add the new semantic model to a Tableau Next workspace:
    1. Go to the workspace.
    2. Click Add | Semantic Model.
    3. From the Add Existing option, click Semantic Model.
    4. From the semantic models list, select the new model and click Add.

Clone the CSI Score Semantic Model

  1. Go to the Semantic Layer tab of Data Cloud.
  2. On the Models tab, find the CSI Score semantic model.
  3. On the CSI Score semantic model, click Dropdown and select Clone | Clone.
    After the semantic model is created, you can edit the model name.
  4. To add the new semantic model to a Tableau Next workspace:
    1. Go to the workspace where you want to add the new model.
    2. Click Add | Semantic Model.
    3. From the Add Existing option, click Semantic Model.
    4. From the semantic models list, select the new model and click Add.