View Navigation Actions

When performing actions such as Zoom In, Zoom Out, Pivot, and Keep Only, the view changes according to the action performed.

Suppose your manager requires you to view a specific set of data. Your manager might start with a default view, manipulate the view by executing actions, save the view as a Custom view, and permit you to access it. Once you select the model, your manager's view will be available in the View list box, along with any other views you have access to. Views are particularly useful in this situation, as you don't need to replicate the same actions your manager performed to analyze the data in the required manner. Several actions can be performed on a model and a view using the options in the ribbon.

Zoom In

Under the Zoom-In action, there are specific actions, which define how the Zoom-In displays the data.

Zoom In - Double-Click

This action displays the children of the selected member within a dimension hierarchy. For example, in the image below, Zoom In is applied to the Scenario dimension. As observed, all available scenarios listed in the box are visible in the spreadsheet. Alternatively, you can choose a specific scenario from the list box if you prefer not to display all of them.

Before Zoom In:

Scenarios Available:

After Zoom In:

Zoom In - Children

This is the default action whether you simply click Zoom In or double-click.

Select a dimension and then click Zoom In, and select Children. When Zoom In and Children are applied to the Time dimension, only the highest-level parent for each year is displayed.

Zoom In - 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.

Original:

Zoom In, Leaves:

Zoom In - All Children

Select a dimension and then click Zoom In, and select All Children. When Zoom In, All Children are selected for the Time dimension, and yearly, quarterly, and monthly data for all years are displayed.

When Zoom In, All Children is selected for the Time dimension, yearly, quarterly, and monthly data for 2023 and 2024 is displayed as shown below.

Zoom In - 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.

For more information, see Dynamic Planning: How to Find Data Cells Quickly.

Zoom In - More Options

To perform a Zoom In action with a combination of options, first, select how far you want to zoom in from the upper section of the Zoom Options box. Then, determine 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 allows for the inclusion of subtotals and totals beneath the details in your views and subsequent reports.

Zoom Out

Zoom Out/Double-Click

Zoom Out to the next highest level within a dimensional hierarchy. 

Zoom In:

Zoom Out:

Zoom Out - Parent

This is the default action if you just click Zoom Out.

Select a dimension member and then click Zoom Out, and select Parent. When Zoom Out, Parent is selected for a month in the Time dimension, only the next-highest-level parent for the month is displayed.

Before Zoom Out, Parent:

After Zoom Out, Parent:

Zoom Out - Top Level

Select a dimension member, click Zoom Out, and select Top Level. When Zoom Out, the Top Level is selected for a month in the Time dimension, and the view changes to go back to the Top Level (the top or root of the dimension, or the highest member in the dimension that you have access to).

Before Zoom Out, Top Level:

After Zoom Out, Top Level:

Pivot

Swap row and column dimensions. For example, in the model below Period is column header and Account Main is a row header. Click Pivot and Account Main becomes a column header and Period becomes row headers.

Before clicking Pivot:

After clicking Pivot:

Keep Only

Keep only certain data within a view. This action works the opposite of the Remove Only action. Select a cell containing members from a dimension you want to keep and click Keep Only. All other dimension members will be removed and only the data and metadata within the selected intersection will be displayed. Data that is not kept is not permanently removed or deleted. It is just removed from the view.

Remove Only

Remove data and metadata from a view. For example, there are two scenarios (Actual and Forecast) for 2024 and you want to view the Actual scenario only. Select the Forecast cell and click Remove Only. Remove Only does not permanently remove or delete data. It just removes the intersections from the view.

Suppress Rows/Columns

Suppress rows/columns (None ), suppress rows/columns that have a zero value (Zero ), suppress rows/columns that have no data (Blank ), or suppress rows/columns that have a zero value and no data (Both - Zero and Blank ) for a displayed view.

Drill Through

This action displays detailed 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 detailed data exposing read-only detailed information. Drill-Through is available from View and Reports. It works only on Master models created from HACPM_Financial or external data sources.

Drill-Through provides visibility into rolled up data in two ways:

• From parents whose children are present in the model.

• From parents whose children are absent in the model.

Parents with Children Present

When viewing rollup data in Dynamic Planning, if you want to see the child data items aggregated to the parent without having to zoom in and out or pivot, simply select the parent member and click 'Drill Through' for a clearer view

If the child members were not visible, you could select the data cell containing 1100 and then click Drill Through instead to see the child members.

Dynamic Planning opens another tab called DrillThrough. The tab shows the source model, the number of data items that were aggregated, the intersection details, and the list of specific data items. Click Go Back to return to the view.

Parents with Children Absent

If the model map was designed to include parent members in the target model but not include the children, Drill-Through will show the data from the child members in HACPM_Financial.

How to Use Drill-Through in SpotlightXL?

1. In SpotlightXL, select the Analyze task and the Data subtask.
2. Select a model and a view.
3. Select one or more data cells for which you want to view detail-level information.
   
4. Click Drill Through. A new tab is created in Excel called DrillThrough and detailed data is displayed.
5. Click Go Back to return to the view displayed before clicking Drill Through.

Get Data

This action updates data in the spreadsheet after selections are made. If multiple views are open, select the Get Data for All Open Views option.

Save Data

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 modification is visible on the screen but hasn't been saved to the model..

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

When the view comprises a combination of leaf-level and rollup-level cells, the validation process is not executed. Leaf-level cells will be saved, while rollup-level cells will not be saved.

Breakback

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

For details on Breakback refer to Breakback from View or Report.

More

More - Calculation

The Calculation option provides a quick way to adjust underlying Calculations and associated Formulas to achieve desired results whether in Report/View Design or Run mode. For example, let's say you have a View where you forecast units and multiply the price to result in sales. Now, you can quickly change a Calculation and associated Formula to recalculate forecasted sales to provide another sales scenario.

More - Capture Data

Select Capture Data to capture data intersection details to use when creating a formatted report from a view. Once captured, red marks are displayed in the upper right-hand corner of the cells. These red marks indicate that the coordinates of the data are recorded or "captured". The metadata intersections will be used in the report layout.

More - Capture Data as SpotlightXL Formulas

Select Capture Data as SpotlightXL Formulas to capture data intersection details to use when creating an Excel Report from a view. Once selected, all the data items show as #REFRESH and cell contents consist of SpotlightMetadata or SpotlightData formulas.

For detailed information on how to use this feature, see Creating Excel Reports.

More - Copy Formulas

Users who have SpotlightXL views and reports can copy all or part of the formulas to PowerPoint. For information on how to copy formulas, click here.

Display

Open a view and select More 

Select the Code or Label from the Display drop-down menu.

This functionality provides the flexibility to both analyze and report the data based on Code or based on Display Labels for the dimensions in the Model.

For models sourced from Structured Planning, Consolidation, and Reporting applications, the Display Label defaults to the dimension member code name. For example, if a dimension member is named Executive and the code is Exec, the Display Label would be Exec - Executive. If no name exists for the dimension member, the dimension member code is displayed.

You can set the Display Label for each report or view.

See Also: Customizing the Display Label

Number Format

Change the number format for numeric values in the displayed view to Currency or Percentage. Numeric is the default.

Currency – display all numbers in the view in currency format ($).

Percent – display all numbers in the view in percentage format (%).

Numeric – display all numbers in the view in numeric format. Numeric is the default.

See: How to Define Multiple Number Formats for Dimension Members in Views

Indent Row Members

Indent dimension members on the rows for the displayed view. Select Yes to indent or No. No is the default.

Indented Example

Width

The width of the column in the spreadsheet view is defined in pixel width. This setting applies to all columns in the view. A default setting 'Autofit' will adjust columns based on the data displayed in the columns.

See Also: How to work with Model, View, and Report Folder and Organization Functionality