Using Application Settings

Overview

Applications Settings are defined based on Planful Structured Planning, Consolidation, or Reporting applications you are accessing. These settings provide the integration between Dynamic Planning and Planful Structured Planning, Consolidation, or Reporting applications . They also provide Guard Rails, which are limitations to optimize your interaction and user-experience with Dynamic Planning.

Note:

The Horizon Uri, Horizon Tenant Code, Soap Uri, Maximum Models, and Maximum External Models fields on the Manage, Application Administration, Application Settings page are read-only. You must submit a Support case to change the settings.

Connecting to the Structured Planning, Consolidation, and Reporting Applications

Power user access is required for these steps.

Manage > Application Administration > Application Settings

Fill in the Username and Password under Horizon Uri: this is a login to the exposed Structured Planning, Consolidation, or Reporting application service with the purpose of allowing Metadata download.

Fill in the Username and Password under Soap Uri: this is a login to an exposed Structured Planning, Consolidation, or Reporting application service with the purpose of allowing Data download.

Horizon Uri, Soap Uri, and Tenant Code are protected fields. You must call Support in order to change these fields.

If performing only a Metadata download, Horizon Uri, Username, Password, and Tenant Code must be specified. If performing only a Data download, Soap Uri, Username, Password, and Tenant Code must be specified. Note that the Tenant Code is not necessarily the same as the Tenant Name for the Structured Planning.

Specify the following items if your model will exceed the defaults:

Master model keys: default 1,000,000. Maximum: 1 trillion. Best practice: 100 million. The number of Dimension intersections tagged as Key in Model > Setup for a Master model. Multiply the number of members in each Key dimension by each other to calculate this value. Note that if you have dimensions that will be formed only with one or more Fixed Member mappings, you need to assume that there will be one member parent added to the top of those dimensions.
Master model value block size: default 20,000. Maximum: 100,000. Best practice: 100,000 for a large model. The number of Dimension intersections tagged as Value in Model > Setup for a Master model. Multiply the number of members in each Value dimension by each other to calculate this value. Note that if you have dimensions that will be formed only with one or more Fixed Member mappings, you need to assume that there will be one member parent added to the top of those dimensions. A small model will have a block size of 20,000 or less, medium 50,000-60,000, and large 90,000-100,000.
Maximum models: default 20. Minimum: 1 Maximum: 20. The maximum number of Analytic, Master, and Dynamic models that you want to allow within an application.

Note:

The other options available on the Application Settings page are irrelevant to data integration with the Structured Planning, Consolidation, and Reporting applications.

Select Save. No name is specified, Without specifying a name, you are saving general settings for connecting to the Structured Planning. If you later need to connect to a different application (Structured Planning) you will need to change the settings here.

When selecting Save, the passwords will disappear but will still be stored internally.

At this point, no models have been created yet in Dynamic Planning.

Description of Fields

The table below describes each of the fields on this page.

Property/Value	Description	Impact	Value
Horizon Uri	This uniform resource identifier (URI) connects Dynamic Planning and Planful Structured Planning, Consolidation, or Reporting applications. This is a read-only setting. To modify this setting, you must submit a Planful Support case.
Horizon Username	The name of the Dynamic Planning Power User establishing the connection.
Horizon Password	The Power User's password.
Horizon Tenant Code	The Planful Structured Planning, Consolidation, and Reporting application name (for example, DWMaster). This is a read-only setting. To modify this setting, you must submit a Planful Support case.
Soap Uri	Simple Object Access Protocol (SOAP). This is obtained from the Web Services configuration task in the Planful Structured Planning, Consolidation, and Reporting application. It is called the Session Free State Authentication URL. This is a read-only setting. To modify this setting, you must submit a Planful Support case.
Soap Username	The name of the Power User establishing the connection. This is defined in the Web Services configuration task.
Soap Password	The Power User's password. This is defined in the Web Services configuration task.
Model keys	The maximum number of combinations of Key dimension members in each model in the application. You can see the number of Key dimension members in Model, Setup for all models. Multiply the number of members in each Key dimension by each other to determine this value. For example, if there are 3 dimensions tagged as Key and they have member counts of 100, 200, and 30 then this value would be 600,000, which would be valid.	If this Guard Rail is exceeded, the model will not be created. You need to either change the Key designation or reduce the number of members in the Key dimensions.	Default 1,000,000. Maximum: 1 trillion. Best practice: 100 million.
Model Value Block Size	The maximum number of combinations of Value dimension members in each model in the application. You can see the number of Value dimension members in Model, Setup. Multiply the number of members in each Value dimension by each other to determine this value. For example, if there are 2 dimensions tagged as Value with member counts of 800 and 20 then this value would be 16,000, which would be valid. Note that Value dimensions are typically those that are always populated with data (such as Time, Scenario, Account) and that do not change frequently.	If this Guard Rail is exceeded, the Model will not be created. You need to either change the Value designation or reduce the number of members in the Value dimensions.	Default 20,000. Maximum: 1,000,000. Best practice: 100,000 for a large model.
Maximum Models	Total number of models in a single application – both Master and Analytic. This is a read-only setting. To modify this setting, you must submit a Planful Support case.	If this Guard Rail is exceeded, new models are not created.	Maximum of 20.
Maximum External Source Models	Total number of external source models in a single application. This is a read-only setting. To modify this setting, you must submit a Planful Support case.	If this Guard Rail is exceeded, new models are not created.	Maximum of 20.
Excel Analysis Cells	Total number of cells on an Analyze grid or Report in SpotlightXL. For example, this would equate to 5000 rows by 40 columns on an Analyze grid.	If Guard Rail is exceeded, a notification is sent indicating the limit has been exceeded. You will need to refine the analysis grid.	200,000
Web Analysis Cells	Total number of cells on an Analyze grid in Spotlight. For example, 20,000 would equate to 1000 rows by 20 columns on an Analyze grid. Note: This setting does not apply to Web Reporting. The best practice and default for the Web Reporting module is 100,000 and it is hidden. If you find that you need more than 100,000 web analysis cells while using Reports on the Web, you must call Planful Support.	If this Guard Rail is exceeded then user will receive a notification indicating that limit has been exceeded and they will need to refine their analysis grid.	Default is 20,000. The best practice recommendation is 20,000.
Lock User Account after invalid attempts	Specify the number of invalid login attempts. Any attempts beyond that number (by any user) to log in to SpotlightXL or Spotlight will fail. For example, if you select 3 and a user makes 3 invalid login attempts, the user will be locked from accessing Spotlight and SpotlightXL until that user is unlocked by a Power user. Note: If you are the only Power user and you are locked out of Spotlight and SpotlightXL, please contact Planful Support.	Not applicable.	The default value is 10. Power users can change this value based on security needs.
Display Progress Information After (in Seconds)	Sets whether or not users will see the progress information box while the following operations are executing: Capture Data as SpotlightXL Formulas Capture Entire Workbook Refresh Refresh All If you click Cancel while viewing a progress information box, SpotlightXL asks you to confirm that you want to cancel. Depending on the type of operation in progress and how far along the operation was, SpotlightXL may stop immediately or complete the operation in the current worksheet but stop before proceeding to the next worksheet.	Select the number of seconds after which a Progress information box will display for operations that take longer than the specified number of seconds to complete.	The default is None. You can enter any number between 1 and 60. For example, if you select 1, the progress bar will appears after 1 second. If you select Immediate, the Progress box will appear immediately after certain user operations.
Hide Empty Folders for Views and Reports in Run Mode	Sets whether or not users will see empty folders in the folder structure when viewing a list of views and reports to run.	Hides empty folders or shows all folders.	Yes or No

Property/Value

Description

Impact

Value

Horizon Uri

This uniform resource identifier (URI) connects Dynamic Planning and Planful Structured Planning, Consolidation, or Reporting applications. This is a read-only setting. To modify this setting, you must submit a Planful Support case.

Horizon Username

The name of the Dynamic Planning Power User establishing the connection.

Horizon Password

The Power User's password.

Horizon Tenant Code

The Planful Structured Planning, Consolidation, and Reporting application name (for example, DWMaster). This is a read-only setting. To modify this setting, you must submit a Planful Support case.

Soap Uri

Simple Object Access Protocol (SOAP). This is obtained from the Web Services configuration task in the Planful Structured Planning, Consolidation, and Reporting application. It is called the Session Free State Authentication URL. This is a read-only setting. To modify this setting, you must submit a Planful Support case.

Soap Username

The name of the Power User establishing the connection. This is defined in the Web Services configuration task.

Soap Password

The Power User's password. This is defined in the Web Services configuration task.

Model keys

The maximum number of combinations of Key dimension members in each model in the application. You can see the number of Key dimension members in Model, Setup for all models. Multiply the number of members in each Key dimension by each other to determine this value. For example, if there are 3 dimensions tagged as Key and they have member counts of 100, 200, and 30 then this value would be 600,000, which would be valid.

If this Guard Rail is exceeded, the model will not be created. You need to either change the Key designation or reduce the number of members in the Key dimensions.

Default 1,000,000. Maximum: 1 trillion. Best practice: 100 million.

Model Value Block Size

The maximum number of combinations of Value dimension members in each model in the application. You can see the number of Value dimension members in Model, Setup. Multiply the number of members in each Value dimension by each other to determine this value. For example, if there are 2 dimensions tagged as Value with member counts of 800 and 20 then this value would be 16,000, which would be valid. Note that Value dimensions are typically those that are always populated with data (such as Time, Scenario, Account) and that do not change frequently.

If this Guard Rail is exceeded, the Model will not be created. You need to either change the Value designation or reduce the number of members in the Value dimensions.

Default 20,000. Maximum: 1,000,000. Best practice: 100,000 for a large model.

Maximum Models

Total number of models in a single application – both Master and Analytic. This is a read-only setting. To modify this setting, you must submit a Planful Support case.

If this Guard Rail is exceeded, new models are not created.

Maximum of 20.

Maximum External Source Models

Total number of external source models in a single application. This is a read-only setting. To modify this setting, you must submit a Planful Support case.

If this Guard Rail is exceeded, new models are not created.

Maximum of 20.

Excel Analysis Cells

Total number of cells on an Analyze grid or Report in SpotlightXL. For example, this would equate to 5000 rows by 40 columns on an Analyze grid.

If Guard Rail is exceeded, a notification is sent indicating the limit has been exceeded. You will need to refine the analysis grid.

200,000

Web Analysis Cells

Total number of cells on an Analyze grid in Spotlight. For example, 20,000 would equate to 1000 rows by 20 columns on an Analyze grid.

Note:

This setting does not apply to Web Reporting. The best practice and default for the Web Reporting module is 100,000 and it is hidden. If you find that you need more than 100,000 web analysis cells while using Reports on the Web, you must call Planful Support.

If this Guard Rail is exceeded then user will receive a notification indicating that limit has been exceeded and they will need to refine their analysis grid.

Default is 20,000. The best practice recommendation is 20,000.

Lock User Account after invalid attempts

Specify the number of invalid login attempts. Any attempts beyond that number (by any user) to log in to SpotlightXL or Spotlight will fail. For example, if you select 3 and a user makes 3 invalid login attempts, the user will be locked from accessing Spotlight and SpotlightXL until that user is unlocked by a Power user.

Note:

If you are the only Power user and you are locked out of Spotlight and SpotlightXL, please contact Planful Support.

Not applicable.

The default value is 10. Power users can change this value based on security needs.

Display Progress Information After (in Seconds)

Sets whether or not users will see the progress information box while the following operations are executing:

Capture Data as SpotlightXL Formulas
Capture Entire Workbook
Refresh
Refresh All

If you click Cancel while viewing a progress information box, SpotlightXL asks you to confirm that you want to cancel. Depending on the type of operation in progress and how far along the operation was, SpotlightXL may stop immediately or complete the operation in the current worksheet but stop before proceeding to the next worksheet.

Select the number of seconds after which a Progress information box will display for operations that take longer than the specified number of seconds to complete.

The default is None. You can enter any number between 1 and 60. For example, if you select 1, the progress bar will appears after 1 second. If you select Immediate, the Progress box will appear immediately after certain user operations.

Hide Empty Folders for Views and Reports in Run Mode

Sets whether or not users will see empty folders in the folder structure when viewing a list of views and reports to run.

Hides empty folders or shows all folders.

Yes or No

Global Settings for View and Report Properties

Power users can set default values for key properties in Views and Reports, allowing them to centrally control default behaviors for these properties from a single application page. Power users can also allow or restrict Contributor and Reviewer users from updating the key properties.

Select Manage > Application Administration > Application Settings.

Restricting Contributor and Reviewer Users From Updating View and Report Properties

Navigate to Manage > Application Administration > Application Settings. “Allow Contributors to Update Properties” and “Allow Reviewers to Update Properties” fields are located under the View and Reports sections.

Select properties for Views and Reports that you want to allow or disallow Contributor and Reviewer users to update. For example, you might not allow Contributor and Reviewer users to update the Display Code for Views. For Reports, Contributor users might be able to update the Display Code as well as hide or unhide gridlines and headers.

Note:

While restricted Contributor and Review users may change the view and report properties within a view or report itself, when they save the report or view only the properties which they are allowed to save will be updated; other properties will switch back to the default.

Using Application Settings

Overview

Manage > Application Administration > Application Settings

Description of Fields

Global Settings for View and Report Properties

Restricting Contributor and Reviewer Users From Updating View and Report Properties

What's Next