Creating, Editing, and Filtering Maps

This option is available for Power and Contributor users. Reviewer users cannot view maps.

In Practice: Filter or Search for a Map

1. In Spotlight Web, navigate to Dynamic Planning > Model.
2. From a Model Box or Model List layout, select the More menu, then select Model Artifacts.
3. Click Maps.
4. Click the Filter icon.
5. Type a few characters in the map name. The Model Artifacts Browser dynamically refreshes to show you which maps have those characters in their name.

The Model Manager lets you view and edit existing Maps. The Map Manager also includes helpful Member Selection boxes so you do not have to remember or re-key member names.

For details about creating a Map from scratch, see Creating a Model Map.

Viewing an Existing Map

In Practice

1. Login to Spotlight.
2. Select the Model task.
3. Select the Model Relationship layout.
4. Scroll to find the model and map you want to view.
5. Select Maps, then pick a map from the list, to open the Artifacts Browser.
6. Click the pencil icon to open the map.

Editing an Existing Map

In Practice

1. In Spotlight Web, navigate to Dynamic Planning > Model.

2. Open the map using the pencil icon. The Mappings screen appears.

3. The left pane of the screen displays the following basic information about the map:

   • Map name

   • Map description

   • Target model

   • Source model

   • Map type (Data, Metadata, or Both)

   • Transfer type (All data, or Leaf data)

   • Write Back ID (used only when data is flowing back to the original data source)

   • Access Token (used only when automating data integration with APIs)
     

4. The right pane of the screen displays the mapping details (along with their equivalents in SpotlightXL):

   • Source Dimension

   • Member (Source Value)

   • Filter (Source Filter)

   • Target Dimension

   • Member (Target Value)

   • Filter (Target Filter)

   • Match Criteria

5. Use the drop-down arrows to select different options.

6. Use the open icon to view the Member Selection box.

7. To delete a row, click the checkbox next to the row and click the trashcan icon.

8. To discard your changes, click the Refresh icon.

9. To add a new row, click the + icon.

   Note:

   You can expand the Mappings pane by clicking the left arrow between the two panes. It looks slightly different depending on your browser.

10. When done with your changes, click Save.

    

    For details about using maps to load data from Planful Structured Planning, Consolidation, or Reporting applications, see Setting up the Target/Master Model using a Map.

Creating a New Map Using Model Manager

Model Maps provide the ability to move metadata and data from one place to another:

• To transfer data or metadata from Planful Structured Planning, Consolidation, or Reporting applications to a SpotlightXL model
• To transfer data from one SpotlightXL model to another
• To transfer data within a model
• To transfer data from a SpotlightXL model to Planful Structured Planning, Consolidation, or Reporting applications

In Practice

1. In Spotlight Web, navigate to Dynamic Planning > Model.

2. Open the Model Manager layout screen of your choice.

3. Click the More menu, then select Add, then Map.

   The Mappings screen appears.

4. The left pane of the screen lets you specify the following basic information about the map:

   • Map name (required)

   • Map description

   • Target model, populated with the name of the model you started from in the Model Manager layout (required)

   • Source model, select the drop-down to pick the model you are copying from (required)

   • Map type, default is Data (Data, Metadata, or Both) (required)

   • Transfer type, default is Leaf (All data, or Leaf data) (required)

   • Write Back ID (used only when data is flowing back to the original data source)

   • Access Token (used only when automating data integration with APIs)

5. The right pane of the screen is where you specify the mapping details:

   • Source Dimension

   • Member (Source Value)

   • Filter (Source Filter)

   • Target Dimension

   • Member (Target Value)

   • Filter (Target Filter)

   • Match Criteria

6. Use the drop-down arrows to select different options.

7. Use the open icon to view the Member Selection box.

8. To delete a row, click the checkbox next to the row and click the trashcan icon.

9. To discard your changes, click the Refresh icon.

10. To add a new row, click the + icon.

    Note:

    You can expand the Mappings pane by clicking the left arrow between the two panes. It looks slightly different depending on your browser.

11. When done with your changes, click Save.

How to Edit a Metadata Map for Direct Access to PCR

When a model with Direct Access to PCR is created or saved for the first time, a map is automatically created and has the same name as the model. The map defines which metadata will be contained in the model, and it is defined by default to download All Members for all dimensions. The map type is Metadata. The map can be viewed or edited by Power or Contributor users. Edit the map if your business use case requires a subset of the dimensionality available in PCR.

In Practice

1. Login to Spotlight.

2. Select the Model task.

3. Locate the model with direct access to PCR. The model will have a Locked icon next to it.

4. Locate the metadata map. It is in the Map list and has the same name as the model. Click the Map name.

   Tip

   If the metadata map does not exist, then check to be sure you did not rename any of the dimensions from their default names. When you first create the model and specify that it comes from Direct Access to PCR, the dimensions are populated automatically. As a best practice, do not rename any dimensions or else the metadata map is not created for you when you click Save.

5. Open the map using the pencil icon. The Mappings screen appears.

   The left pane of the screen displays basic information about the map.

   Note:

   You cannot modify the Map Type. The Map Type is Metadata. The Source Model is HACPM_Financial. The Transfer Type is Leaf.

   The right pane of the screen displays the mapping details.

   

6. Use the drop-down arrows to select different options.

7. Use the open icon to view the Member Selection box.

8. If you make changes on the left side for the Source dimension, make the same changes on the right side for the Target dimension

9. To discard your changes, click the Refresh icon.

10. When done with your changes, click Save.