Creating Views in Spotlight Web_ A Primer

If the users are new to creating views in Spotlight Web, follow these steps to get started:

1. From the left navigation menu, go to Dynamic Planning > Analyze.
    

2. From the View drop-down menu, select the created model.

3. Select the Default view, and click Select.
    

4. The default view displays all dimensions from the Workforce Reporting Area. Users can:

   1. Select a dimension and use Zoom In or Zoom Out to adjust the view of rows and columns.
       

   2. Move a dimension into the row or column area by selecting it and choosing Pivot, Pivot to Row, or Pivot to Column.
       

5. Click the drop-down next to a dimension to select a specific member, then click Select.
    

6. To refresh the data, click Get Data.
    

7. Arrange dimensions as needed, and use Zoom In or Zoom Out to adjust the view.

8. When finished, click Design from the Data menu.
    

9. Click Save and provide a name for the view.
    

10. Click Data to exit Design mode.

Users can create and save multiple views as part of the model. Additionally, they can create Reports, Excel Reports, and Snapshots from SpotlightXL.

Note:

Save Data, Breakback, and Calculation on Save options are unavailable because the Structured Planning-connected model is read-only in Dynamic Planning. Data from other models not connected to Structured Planning can be saved.