Analyze

The Analyze task provides functionality to perform speed-of-thought analytics. With Analyze, you can:

• Select a model and associated view
• Refresh the data in the model
• Zoom in and out of models
• Keep or remove only certain aspects of a model
• Pivot models

Available Tasks and Sub Tasks

When you select the Analyze task, the Data and Design View sub-tasks are available. Open View is also available on the menu.

A description of tasks is provided below:

Data

Select models and associated views.

Explore model data.

Design

Create a new view of a selected model view.

View or modify properties of a model group or user group.

Open View

Browse through each of the views associated with each model by expanding and collapsing the model and associated folders.

The following icon represents a model:

The following icon represents a folder:

The following icon represents a view:

To Rename or Delete a folder, right-click as shown below:

Use Favorites and Recent folders to quickly access your favorite Views or recently accessed Views.

Favorites and Recent folders are user specific. The Recent folder displays 10 recently accessed Views by user across all Models. The Favorites folder displays 10 items. If you add more than 10 items, the most recent 10 are displayed.

Open the folder structure (as shown below) and scroll to the Favorites and Recent folders.

To move a view from one folder to the next or to a folder, drag and drop.

Ribbon Actions Available When a View is Open

Zoom In

• Children - This is the default action if you just click Zoom In or if you double-click. Select a dimension and then click Zoom In, and select Children. When Zoom In, Children is selected for the Time dimension, only the highest-level parent for each year is displayed.
• Leaves - Select a dimension and then click Zoom In, and select Leaves. When Zoom In, Leaves is selected, leaf-level members associated with the selected dimension member are displayed, and all parent members in the dimension are removed from the view. For example, if you select Scenario and click Zoom In, Leaves, the children are displayed and the parent member is removed.
• All Children - Select a dimension and then click Zoom In, and select All Children. When Zoom In, All Children is selected for the Time dimension, yearly, quarterly, and monthly data for all years are displayed. Use caution when selecting the All Children option. Using this option on dimensions with an enormous amount of members may impact performance.
• Data Leaves - Select a dimension on the row axis and then click Zoom In, and select Data Leaves. When Zoom In, Data Leaves is selected, leaf-level members associated with all the dimensions on the row axis are displayed, but only if they contain data. All parent members in the dimension are removed from the view.
• Zoom In, More Options - To perform a Zoom In action with a combination of options, select how far you want to Zoom in the upper section of the Zoom Options box, and what to do with the parent member in the lower section of the Zoom Options box. You can keep the parent members above their children, move the parent members below the children, or remove the parent. Placing parent members below the children offers the ability to have subtotals and totals below the details in your views and subsequent reports.

Zoom Out

• Select a dimension member and click the magnifying glass with a minus symbol to zoom out from one level to the next.
• Parent - Zoom out to the parent member of the selected member. This is the default action if you just click Zoom Out. When Zoom Out, Parent is selected for a month in the Time dimension, only the next-highest-level parent for the month is displayed.
• Top Level - Select a dimension member and then click Zoom Out, and select Top Level. When Zoom Out, Top Level is selected for a month in the Time dimension, the view changes to go all the way back to the Top Level (the top or root of the dimension, or the topmost member in the dimension that you have access to).

Pivot

• Pivot - Swap row and column dimensions. For example, in the model below Scenario, Actual, and Forecast are column headers and 2014 is a row header. Click Pivot and 2013 becomes a column header and Actual and 2013 Budget become row headers.
• Pivot to Page - Pivot dimensions to the page level, pivot a dimension from a row to a column, or pivot dimension from a column to a row.
• Pivot to Row - With Pivot to Row, you can select a single dimension and pivot it from the column to the row. Dimensions not selected remain on the column.
• Pivot to Column - With Pivot to Column, you can select a single dimension and pivot it from a row to a column. Dimensions not selected remain on the row.

Keep Only

Keep selected members, removing all other members from the spreadsheet.

Remove Only

Remove selected members, leaving all other members on the spreadsheet.

Drill Through

This Drill Through action captures detail data for Master models loaded to Dynamic Planning through Planful Structured Planning, Consolidation, and Reporting applications or from an external data source. All users, regardless of access privileges, can drill through detail data exposing read-only detailed information.

When you perform a drill through from a model view, you can interact with the resulting Drill Through report in the following ways:

• Drag and drop a single column, a range of columns, or multiple columns to reorder them
• Adjust the width of a single column, a range of columns, or multiple columns
• Turn filters on or off
• Sort column data in ascending or descending order
• Select the code, name and label display for members

An example Drill Through report is shown below.

For information on Doc Ref, Lines, and Sublines, see Dynamic Reports: Enhanced Drilling on Dynamic Report Output

Important Details:

• Data is displayed in the same currency and formatted as loaded or upon input into the application for QTD and YTD or multi-currency calculations in Drill Through reports,
• Subline amounts are stored in local currency and currency conversions do not exist.
• Calculated members, calculations, and Excel formulas, are not supported in Drill Through reports.
• All template types are supported except for Actual Data Template, and Initiative templates.
• Drill Through is not supported with Multiple POV on a cell.

Get Data

The Get Data action updates data in the spreadsheet after selections are made.

Save

If you do not see Save Data on the menu, then the view does not have Save enabled. See Enabling Menu Items in Views and Reports: Save Data and Breakback.

This action saves modified data to the view, provided that Enable Save is set to Yes in the View Properties. Users can save changes only to leaf-level data.

If a user tries to save data changes to rollup members in the view, a message appears informing them that the changes have not been saved. The change they made remains on the screen but has not be committed to the model.

When the rollup notification appears, if the Save action was set to also a run a calculation, the calculation will not be run.

If the view consists of combination of leaf-level and rollup-level cells, then the validation is not run. The leaf-level cells will be saved and the rollup level cells will not be saved.

Breakback

If you do not see Breakback on the menu, then the view does not have Save enabled. See Enabling Menu Items in Views and Reports: Save Data and Breakback.

This action opens the Breakback box where you can select a spreading method and allocate changes in numeric data from the top down.

For details, see Breakback from View or Report.

Actions Available in the Spreadsheet

There are several features and functions available within the body of the spreadsheet, each of which is described below.

Dimension Drag and Drop

To move dimensions between the axes of your analysis (for example, page, row, or column), drag and drop the dimension. For example, you have a Product dimension and you want that dimension data displayed in the row to see product lines. Select the Product Main cell by clicking on and holding the drop-down arrow and dragging to the row then dropping on top of the Time dimension. You can then zoom in to reveal detailed levels within the Product Main hierarchy. Dimensions can be dragged and dropped between any of the axes, but there must be at least one dimension on both the row and column axes. No dimensions are required on the page axis.

Copy/Paste (Ctrl+C/Ctrl+V)

You can copy and paste cells, including underlying data or dimension members, within the spreadsheet.

Direct Cell Entry

Enter dimension data directly in a cell. For example, you have Actual and 2019 Budget scenarios. Now, you want to add the Variance scenario in the column next to 2019 Budget. To do so, select the cell and enter the word Variance. Then, click Get Data to update the spreadsheet data with variance data.

Support for Multiple POV Selections in Spotlight for Direct Connect Models

You can select multiple members of page filters for views and reports built on Direct Connect Models. A Direct Connect model is one created with Direct Access to PCR enabled.

For detailed information on Direct Connect models, click here.

This feature is available for all main, alternate, attribute and attribute hierarchies added to page filters. There is no restriction on the level or number or combination of members selected on each dimension.

If you decide to move the dimensions from the page to a row or column, the dimension tree is updated intuitively to display the dimensions.

Once you move the dimensions selected from the page to a row or column, you can save the view as a report and run it.

Here is a page shot from Spotlight (web version) showing the ability to select multiple members for the Product Main dimension. Select checkboxes next to members.

Standardized Font in Spotlight Views

The font used to display Views is standardized as Arial 9-point. However, you can change the font of headings and other text items in your view designs and save them.