Spotlight for Google Sheets

To install a Planful Spotlight add-on for Google Sheets, you must have a Google account and access to Google Sheets to install the Planful add-on.

In Practice: Install the Planful add-on

1. In Google Sheets, select Blank to create a new sheet or open an existing sheet.
   
2. Select Extensions > Add-ons > Get add-ons.
   
3. The Google Workspace Marketplace window appears. Navigate to the Planful Spotlight.
   
   Note:

   You can also search for the Planful Spotlight add-on from the Search apps bar.
4.  Click Install.
   
5.  Click Continue.
   
   Note:

   By clicking Continue, you are acknowledging Planful to use your information as per the application’s terms of services and privacy policy.
6. Select the required account
   
7. Click Allow.
   
8. The confirmation window appears once the Planful Spotlight add-on is installed.
   
9. Click Done.

You must follow the steps below in the Google Sheets to log in to the Planful Spotlight add-on.

In Practice: Login to the Planful Spotlight add-on

1. Open any existing or new Google spreadsheet, and navigate to Extensions > Planful Spotlight > Start.
   
2. On the sidebar, Planful’s credential page appears.
3. Enter the Planful URL.
   Notes:

   • Unified users can contact the support team to set up the user password and obtain the Dynamic Planning URL.
   • Use the Dynamic Planning URL as the login URL for Google sheets.
   • The user should be an External user. 
   • Use the Dynamic Planning site to generate a password for the first time.
   • When logging in for the first time, enter the URL, post which you can select the URL from the drop-down list to connect with the required environment.   
4. Enter the Username and Password.
   
5. Click Login. 
6. Select the required application from Select Your Application.
   Note:

   Every user will be associated with at least one application.
   
7.  Click Launch.
   Note:

   Once you successfully log in to the application, you will be notified on the home page.
   
8. Navigate to Analyze or Report from the home page.
9. (Optional), you can also navigate to Analyze or Report by clicking the Planful hamburger menu.

With Single Sign-On (SSO), you can access the Planful Spotlight platform using a single login method, instead of using multiple logins for different platforms. This means that if you are already logged in to the Dynamic Planning environment or any other Planful environment, you can use the same URL to log in to Planful Spotlight. Similarly, if you are already logged in to Planful Spotlight, you can use the same URL to log in to the Dynamic Planning environment or any other Planful environment.

To take advantage of SSO in Planful Spotlight, all users must be unified and authenticated by the same login mechanism. Once unified, you can access all environments without the need for multiple logins.

The following are some additional points to consider while using the Planful Spotlight for Google Sheets:

• If an inactive user uses an SSO URL to log in to Planful Spotlight for Google Sheets, they will have to contact their Planful administrator.
• If an inactive user logs into Planful Spotlight for Google Sheets using any other Planful environment, they will have to contact their Planful administrator.
• If an inactive user uses a Dynamic Planning URL to log in to Planful Spotlight for Google Sheets, they can sign in to Planful Spotlight for Google Sheets but cannot access the DAP (Direct Access to PCR) views and reports.

Account details refer to all the information associated with an account, such as: 

• Name
• Credential
• Role 
• Application (Tenant detail)
• Version and any other relevant information

It is important to keep this information up to date to ensure secure access to the account.

1. You can navigate to Account Details by clicking

   
   

     the Planful hamburger menu.
   
2. The Account Details sidebar appears with all the information.
   

Resources

You can navigate to Resources by clicking
the Planful hamburger menu.

The list of options appears, such as:

• Help 
• Support
• Community
• Solution Hub
• What's New

Help

This section will help you with Planful’s comprehensive collection of help materials, including user guides, FAQs, the latest release notes, and support forums. You can quickly and easily find the information that you need by navigating to our Help.

Community

The Community provides you with a forum where you can:

• Ask product-related questions
• Share your expertise with other members
• Share thoughts and suggestions on product enhancements
• Introduce yourself
• Get information on the latest events, like webinars and user group meetings
• Share tips or tricks or read about tips and tricks from the customer service pros

Support 

You can contact the Planful Support Team for additional support. 

Solution Hub

The Solution Hub is a primary destination for exploring the extensive capabilities of Planful's Financial Performance Management platform. You can access it through the application and website. It is a centralized repository, featuring interactive demos and informative content tailored to prospective clients and existing users.

Key Features:

• Comprehensive Searchable Library: Access an extensive array of Planful Solutions directly within the application.
• In-App Accessibility: Easily explore tailored solutions, search, and add favorites.
  

Benefits:

• Enhanced Platform Awareness: Discover the breadth of our platform's capabilities beyond basic FP&A functionalities.
• Empowerment Through Knowledge: Align with evolving buyer preferences through self-education.
• Advanced Search Options: Refine searches based on specific criteria such as finance, industry, and region.

If you are a new user, you can explore various solutions and take interactive tours to gain in-depth information. In addition, you can contact the Planful support team if you find a solution that meets your needs.

If you are an existing user, you can conveniently access the Solution Hub page within the application by clicking the Solution Hub in the top menu bar. Once there, you can explore the list of solutions by clicking on a card and navigating to the Solution Hub page. You can also view the interactive tour available on the page.

The Solution Hub ensures that you have everything you need to make informed decisions about financial performance management with Planful.

What's New

This section will help you to view all of our release notes by easily navigating to different years and topics.

Below are certain limitations that are applicable while using Google Sheets: 

• Google Sheets does not allow ribbon creation.
• Side pane and modal/modeless dialog are only allowed. The side pane will have a fixed width limit of 300px.
• The side pane allows you to view and select the tree for member selection. Only a flat list of member hierarchy and a single member selection from the dropdown list are supported while using cell-based member selection. 
• Drag and drop is not allowed from one cell to another.
• In Planful Spotlight, you can only open and view one report at a time in Google Sheets. The integration does not allow multiple Spotlight reports and views to be open simultaneously.
• When you refresh a workbook, only one Spotlight report will update with live data. The other reports will remain as static snapshots, displaying data from their initial generation.
• By default, the worksheet is named Report. If you change the worksheet name and reopen the same report, the changes will not be reflected. To ensure proper data refresh, the active tab where live data is displayed must be labeled as Report according to the naming convention.
• You cannot view or modify any formulas in the Report section on Google Sheets.