Branch Selector

This article explains the Branch Selector in Model Reef.

You will learn:

• Where the Branch Selector appears.

• How to switch between branches and consolidated views.

• How branch context affects variables, dashboards and reports.

Branches represent entities, divisions, stores, projects or other business units inside a model. The Branch Selector controls which part of the branch tree you are looking at.

1

Where you see the Branch Selector

The Branch Selector usually appears in:

• Variable and driver lists.

• Dashboards and report views.

• Some modals where context matters, such as when creating new variables.

It is typically a dropdown or tree control that shows the branch hierarchy for the current model.

2

Selecting a branch

When you choose a branch in the selector, Model Reef:

• Filters variable lists to items in that branch and its children.

• Shows P&L, Balance Sheet, Cashflow and Cash Waterfall for that branch and its subtree.

• Updates dashboards and charts to reflect the selected part of the business.

Selecting the root or top level branch usually shows the fully consolidated group view.

3

Branch context in editing

When you create a new variable while a branch is selected:

• The new variable is created inside that branch by default.

• Category and naming suggestions may follow the context of that branch.

This makes it easy to build models branch by branch without having to manually assign each variable's location.

4

Branch Selector and permissions

The Branch Selector respects permissions:

• Users with branch level access only see branches they are allowed to view.

• Users with model level access see the full tree.

If a branch does not appear in the selector for a user, they cannot access its variables or outputs.

5

Common usage patterns

You will typically use the Branch Selector to:

• Switch between entity level and group level views.

• Move between stores, projects or regions.

• Focus on a specific part of the business during review.

• Drill down from group numbers into the contributions from child branches.

Getting comfortable with the Branch Selector is key to navigating large models.

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