When you load Quantrix, the Quantrix launch panel displays unless it has been turned off:
The Launch Panel gives you many options:
Recently used models are listed in the left pane: click to open any of these models
Click Browse in the left pane to open a middle "Browse" panel for browsing on your computer and the Qloud:
Click a button in the right pane to open a new model, to visit the Ask a Question forum, go to the Quantrix Customer Community, to go to learning videos, or to open model templates or sample models. You can also click the Sign in to Qloud link to Log In to or Log Out of the Qloud. When you use the Log In to Qloud, you can elect to use the automatic Qloud login option:
To view or change your Quantrix Modeler options, click the options gear icon in the lower left panel (see Setting Options for All Quantrix Files)
Updates to major versions are available if applicable on the Launch Panel above Options
If you click Update, there is a newer version of Quantrix Modeler available, a dialog box shows you your current version and the new version, and includes a link called Show Comments, to show a brief description of what the update contains. You can browse to select a download folder, or cancel or continue with the Update.
The Show Comments dialog includes a link to the Release Notes:
When you want to check the version of Quantrix you are using, look on the left side of the Launch Panel under the text "Quantrix Modeler".
If the launch panel is closed, use Help > About on the Quantrix Modeler toolbar to check the version.
Click Browse to choose what you want to browse. A panel displays these options from which to choose:
Computer - Opens a file explorer window, showing existing model files in the last-accessed folder. Locate to other folders if needed. Quantrix remembers which folder you use
Qloud Models - Check Out - You won't
see any models to check out from Qloud until you publish models from
Quantrix Modeler to the Qloud. At that point you will be able
to check out models from Qloud.
You can refresh the list of available models, choose one, and check it out to view or work on it locally (provided it is not locked). You may be asked to enter your Qloud Authentication information if you are not logged in to Qloud (with user name or email and password)
Local Qloud Models - You won't see any local models until you have published models to Qloud, checked one or more of them out, and opted to store one or more of them locally. Provided you have done so, you will see a message with several options as shown below. This will be covered further on in the help.
Sample Models - Opens a file explorer window in the sample model folder where Quantrix Modeler was installed. In addition to the sample models in the Samples folder there are function sample models in a Function folder, and Scripting Models in the Scripting folder
Template Models - Opens a file explorer window in the default Quantrix Templates folder as set in Tools > Options > Files (or on MAC, Quantrix Modeler Preferences)
Your most recently opened models show beneath the Browse link.
You can specify the number of recently opened models to display using Options > File > Recently opened files.
Use Options to establish or change many Quantrix-specific settings. Options are accessible from the Launch Panel by clicking the Options gear icon, and from any model using Tools > Options (on MAC, open the top level Preferences for Quantrix Modeler).
A note about templates: Quantrix uses the concept of templates in several areas:
Model Templates, as described in this section
Chart Templates, used to easily apply saved visual chart settings to other charts
Models published as template models to Qloud (Enterprise Qloud users only)
When you install Quantrix, you can create a new, empty model. You can establish your own default model template (.modelt) model to use within Templates if desired: see Managing Model Files for details about opening template files and saving models as template files.
Quantrix installs model template files that you can create models with, and you can also edit and save model template files. To open a template file to base a model on, just click anywhere in the box of the template to use: a model based on the selected template opens, titled Untitled.
To open a template file that you want to edit and save as a changed or new template file, click on the edit pencil:
Below is a list of model template files that may be installed:
Financial Ratio Analysis.modelt
To Log In to Qloud using your Qloud credentials, click the Sign in to Qloud link in the upper right of the Launch Panel.
If you select the option to Log in automatically, Quantrix logs you in to the Qloud each time you load Quantrix Modeler, so that you can use any of the modeler Qloud menu options without having to log in to Qloud after choosing a Qloud menu option.
Once you sign in to Qloud on the Launch Panel (by entering your Log In credentials or via the automatic log in), your user name displays in place of Sign In to Qloud.
Note that if you open a browser to access your Qloud account outside of modeler, you will need to log in irrespective of your Launch Panel Qloud log in setting.
There are two sets of sample models: one set is installed with your local Quantrix installation, and the other set is available at the Quantrix web site.
Quantrix installs sample models that can be invaluable in helping you understand Quantrix. Quantrix Functions, Quantrix Scripting, business models, a tutorial, graphics, and other types of models are included. As an example, the following sample models may be included in the sample model Function folder for the Functions models, and most of them include multiple matrices:
In addition, there are about two dozen sample models, sample .csv files as well as a scripting folder with two scripting models.
The sample models at the Quantrix web site are at https://www.quantrix.com/resources/?resource=industry_models.
You can also get to the sample models at the Quantrix web site from the Launch Panel, by clicking Sample Models > View More > (scroll down if needed) Get Sample Models.
You can control whether and when the launch panel displays using one of the following:
To turn on the display of the launch panel:
Click Options on the Launch Panel, and choose the check box option Show Launch Panel on start-up
OR click Tools > Options > General from a model (on MAC, open the top level Preferences for Quantrix Modeler) and choose the check box option Show Launch Panel on start-up
To turn off the display of the launch panel, use the Launch Panel > Options or Tools > Options > General, as described above, but remove the check box option Show Launch Panel on close
Changing the Layout