Frequently Asked Questions

Dynamic Planning allows users to perform advanced Dynamic Planning on large volumes of data by creating what-if scenarios and adding members and calculations on the fly in their own environment. Offering Microsoft Excel, web, and mobile user interfaces, Dynamic Planning allows users to quickly perform real-time interactive data exploration with self-service query and analysis capabilities. After analysis and collaboration, the model can then be incorporated into the overall corporate model empowering Finance and Operations users.

• Interactive Query and Analysis — Perform multidimensional analysis with speed-of thought response time. Zoom in or out, pivot data, keep or remove members, refresh the data from Dynamic Planning, and write data back to the model.

• Advanced Dynamic Planning — Financial and operational business users can take their ‘slice’ of corporate data and add dimensions, members, and calculations on the fly. Users can incorporate financial or non-financial drivers into the models and update the corporate model when they decide.

• Excel Reporting — Harness the full power of Excel for information presentation while ensuring “one version of the truth” from a centralized, secure data store.

SpotlightXL is the Microsoft Excel Add-In for Dynamic Planning.

No. SpotlightXL is a part of Dynamic Planning. Dynamic Planning is a separate product that is licensed.

Dynamic Planning will use data from the Finance Cube. Additionally, data can be loaded from an Excel flat file.

See: Client Requirements

See: Client Requirements

Data, yes. Metadata write-back to the Structured Planning, Consolidation, and Reporting Applications may be supported in a future release.

Why SpotlightXL is not shown in Excel?

To view SpotlightXL in your Excel, you need to download the SpotlightXL add-in and install it. For more information on how to download it, refer SpotlightXL - Download & Installation.

Difference between refresh and refresh all

The difference between Refresh and Refresh All Open Reports in Spotlight for Office is: Refresh: Retrieves data values for each cell on the current page only. It connects to the Dynamic Planning data source and updates the values based on the defined member intersections. Refresh All Open Reports: Retrieves and updates data for all pages in all open documents, not just the current one. This applies similarly across Spotlight for Word and PowerPoint​​.

The Dimensions not defined error occurs when a when a required dimension has not been properly defined. When you add a new dimension to a Model, you must define it under Model > Dimension. If the dimension is not defined, the Model cannot be generated, and calculations depending on it will fail.

For more information, refer How to Define Dimension Security.

The ability to lock a Dynamic Planning user depends on your tenant type:

Unified Tenant:

If your organization uses a unified tenant, user management (including locking and unlocking users) is handled through Tenant Admin. You can lock or unlock users there.

Non-Unified Tenant:

For non-unified tenants, user management is handled by Admins or Power Users directly within Dynamic Planning.

The lock/unlock option will be grayed out for unified tenants, not for non-unified tenants. This is because user actions such as add, update, lock, and unlock must be performed through the PCR by Admin for unified tenants.

To download Spotlight:

• You must have access to the PCR application.

• Once you have access, Spotlight can be downloaded from the PCR application or the Help page.

You can create a substitution variable based on a POV date using the following methods:

• From SpotlightXL.

• On the Model Substitution Variable screen.

• On the PCR Cube Settings page.

Yes, Derived Variables can be created based on POV time from the PCR site. This is supported for both Direct Access to PCR (DAP) and Workforce Planning (WFP) modules.

In Spotlight for Excel, "Exit Edit Mode" refers to the need to stop editing a cell before performing other actions. If you are currently typing in a cell, you must press Enter, Tab, or Esc to exit the cell's edit mode.

A custom reporting model refers to a purpose-built model, often created within Dynamic Planning, that supports advanced reporting and analysis needs not fully addressed by standard models. This model is ideal for organizations that require deep analytical capabilities and are built to adapt with evolving business structures.

These models are highly flexible and are typically designed to:

• Combine financial and operational data across multiple dimensions such as Time, Scenario, Department, Product, and so on.

• Enable detailed “what-if” analysis and customized reporting structures.

• Support planning, forecasting, and scenario modeling tailored to unique business use cases.

Custom reporting models are ideal for organizations that require deep analytical capabilities beyond standard reporting and are built to adapt with evolving business structures.

Yes, a custom reporting model can use either attribute mappings or the main hierarchy, while remaining fully dynamic. It depends on how the model is configured.

• Main Hierarchy: Useful for structured, roll-up-based reporting. It aligns with traditional chart-of-accounts or organizational hierarchies.

• Attribute Mapping: Offers greater flexibility by allowing you to group or filter data based on metadata (such as department type, cost center group, or region). Attribute-based structures are dynamic and ideal for ad hoc analysis or user-defined reporting views.

In Dynamic Planning, these mappings are leveraged through tools like SpotlightXL, Views, and Reports, allowing users to pivot or slice data interactively without changing the core structure of the model.

How to turn on Spotlight Report into a Dynamic Report?

Spotlight Reports are created using Dynamic Planning Excel and Dynamic Reports must be built directly within the PCR app.

The status page for running snapshots in Spotlight can be found under: Dynamic Planning > Spotlight > Snapshot Status tab. This tab displays the current status of all running and completed snapshots.
If you're looking for more details about a specific snapshot, the Snapshot Status tab provides visibility into each snapshot's progress.

No, it is not possible to view the statistical ranges of accounts in Planful without the signal being triggered. The statistical range is only visible when a signal is generated.

This error means that the Direct_Connect model has been created but has not yet been generated. Open Spotlight XL > Model > Setup > select model > click Generate.

SpotlightXL does not have a dedicated Status page. To view the status of running snapshots, go to the Report section.

No, SpotlightXL is not a license type specifically designated for Contributors. It is a Excel Add-In that provides users access to Planful’s Dynamic Planning features—including Analyze, Report, Excel Report, Model, and Manage. While Contributor users can work with SpotlightXL, it is not exclusive to them. All user roles (Power, Contributor, and Reviewer) can access SpotlightXL depending on the permissions assigned to them. Access to functionality within SpotlightXL is determined by the user's role and associated security privileges not by the tool itself.

Here are a few common reasons why you might be unable to download Spotlight add-ins:

• Permissions or Access Restrictions

• Missing Spotlight Access in Planful

• Incorrect URL or Download Link

To compare two SpotlightXL reports, open each report in a separate Excel window or tab. SpotlightXL does not currently offer a built-in report comparison feature, so any comparisons must be done manually using Excel’s native tools (e.g., side-by-side view, formulas, or conditional formatting).

To open the next month in Spotlight (web or Excel version), follow the steps below:

In Spotlight Web or SpotlightXL:

1. Open the View or Report you want to update.

2. Locate the POV (Point of View) toolbar or filter section—typically across the top.

3. In the Time or Period dimension:

4. Click the current month (for example, "Jan 2025")

5. Select the next month (for example, "Feb 2025") from the dropdown

6. Click Refresh to update the data for the selected month.

Using Substitution Variables:

1. If your report uses a substitution variable like @CURMONTH@, update the variable’s value to the next month from:

   1. Model > Model Administration > Substitution Variables (in SpotlightXL)

   2. Or update the variable centrally if it's shared across views

When you download or refresh a report from Dynamic Planning (using SpotlightXL or Spotlight Web), any Excel groupings (such as collapsed or expanded rows/columns created using Data > Group in Excel) are removed because of the following reasons:

• Excel groupings are considered manual client-side formatting.

• They are not part of the saved report structure in Planful.

• Upon export or refresh, Planful re-renders the report using its internal model structure and does not retain any manual Excel formatting applied by the user.

No, Dynamic Planning does not replace DLR. Each serves a distinct purpose. To access DLR, log in to the PCR Web Application and navigate to Maintenance > Data Integration > Data Load Rules.

To learn about Dynamic Planning click here.

To learn about DLR, click here.

1. Go to Design View or Design Report.

2. Locate the Scenario or Time dimension in the view/report structure.

3. Select the appropriate member(s) for the updated scenario.

4. Save and refresh the view/report.

Download and install SpotlightXL Add-In. Then, log into the same tenant through Excel or web. Once authenticated, you can access and use the Spotlight functionalities directly within Planful.

After creating the Spotlight report, log into the same tenant in the web application. Go to Reports, browse the folder structure, and the report will be visible there.

Ensure the data is the same for the same combination.

• Check if the Currency Conversion setting (LC to CC or vice versa) is affecting the values.

• For example, if Spotlight shows 2 and CC conversion is applied, PCR may show 4 due to conversion logic.

• Always verify LC (Local Currency) and CC (Common Currency) settings in reporting.

Go to Export > Deep Down, select the model (e.g., Exchange Rates model), choose the file format (Text, CSV, etc.), apply filters for specific dimensions or export all data, and click Export to File.

If substitution variables are not appearing in Spotlight, ensure you are using them within Reports or Templates that support this feature

Excel formatting, including groupings, is not retained when reports are downloaded from Dynamic Planning. This is expected behavior.

If you are adding a new dimension member to the scenario:

Open Spotlight > Navigate to Model Setup > Click Modify Model > Unlock the model and update the scenario settings >Save.

To add a new member:

Open Spotlight > Navigate to Model Setup > Lock the model > Go to dimension screen > Select Scenario > Add dimension > save > Unlock the model.

You can use the same URL which they use on spotlightXL in order to login to web application.

Yes in the audit logs, you can find the refresh entry of the report.

1. Navigate to Model > Scope.

2. Select the model, enter a scope name, and specify dimension filters (e.g., AllMembers, MemberAndBelow, FixedMember, LeafMembers).

   Scopes can only be applied to key type dimensions and are model-specific.

3. Save the scope and reference it in calculations to limit processing to just the scoped dataset.

Finance teams, administrators, budget owners, and department managers use Spotlight for analysis, reporting, and operational planning.

Use Application Administration > Audit Log in SpotlightXL.

The Audit Log shows all actions taken in the application, including user logins and activities.

Ensure the date format in your source file matches the model’s expected format.

For External Source Models, set the correct Date format in the Source Model definition (e.g., MM/DD/YYYY).

This means the user has not been set up in the current Planful tenant.

Add them in Structured Planning > Maintenance > Admin > User & Role Management, set Dynamic Planning User to Yes, and assign a role.

Yes , available in Planful Academy.

Yes in Model Manager (web) or Model > Setup (Excel), use Modify Model to rename the model.

Model must be in Not Generated state before renaming.

1. Go to Model > Model Administration > Substitution Variables.

2. Find the variable for Time (e.g., @CurMth@).

3. Update the value to the latest Actual month.

4. Click Save.

5. Refresh your Analyze view or report to see updated Actuals.

You can create a report with basic functions in Spotlight Web within the Planful web application. However, you can edit an Excel report only through SpotlightXL. To learn more about Spotlight Web, click here.

1. Go to Analyze > Data to build a view.

2. Place Scenario on the Page, Row, or Column axis.

   Note: Place Scenario on either the Row or Column axis, then use Zoom In to Scenario and select only the scenarios you want to keep.

3. Select both scenarios you want to compare (for example, Actual and Plan).

4. Save the view, or choose Design With > Report to format it into a report.

This allows you to analyze data across scenarios side by side in your report.

To build a report for a single GL code in Spotlight:

1. Navigate to Analyze > Data.

2. Place Account on the Row axis.

3. Select the specific GL code you want to report on (for example, 70050).

4. Place Time on the Column axis and Scenario on the Page axis.

5. Click Get Data to retrieve the results.

This creates a focused analysis view for the selected GL code across the defined time periods and scenarios.

If your general ledger shows $0 for an account but Spotlight still displays a balance, follow these steps:

1. Confirm the account is pulling data from the correct source model/map.

2. Run ClearLeafData or ClearRollupData for that account through a calculation.

3. Alternatively, run ClearAllData scoped specifically to Account 70050.

4. After clearing, re-run Aggregation to refresh balances.

This ensures Spotlight reflects the same $0 balance as your general ledger.

If balances differ between Verify Data and SpotlightXL, try the following checks:

1. Run Aggregation in Spotlight to ensure all rollups are updated.

2. Verify that maps and variables used in calculations align with the Verify Data POV.

3. Confirm the scenarios and time members selected in Verify Data match those in your Spotlight view.

4. If hierarchies were recently updated, re-run DownloadMetadata and re-aggregate.

These steps help align Verify Data results with SpotlightXL views.

No, Formulas are model-specific and must be recreated in each model. However, you can replicate logic by using variables and substitution variables for consistency across models.

To unlink or decouple a Dynamic Planning model from its source, you must:

Clear the model to remove all data (Model > Setup > Clear Model).

Optionally, modify the model to remove or replace dimensions or maps that link it to HACPM_Financial.

Note: You cannot "unlink" Direct Access models because they are read-only and always linked to Structured Planning.

No, you cannot mix scenarios within Direct Access models using maps or calculations.

• They pull data directly from Structured Planning and reflect only what the user has access to.

• Direct Access is used for reporting, not planning or modeling and doesn’t allow data transformation.

To roll a model forward (e.g., from 2024 to 2025):

1. Update dimensions (like Time and Scenario) with new members.

2. Modify maps to include new periods.

3. Run calculations (AppendMetadata, DownloadData, etc.) to refresh the model with new data.

4. Optionally, use substitution variables for dynamic period management (e.g., @CurYr@).

To bold a label (like a dimension or account label) in SpotlightXL:

Navigate to Analyze > Design View, select the label cell(s), and apply bold formatting via Excel.

Labels like “Net Revenue” or “Scenario” can be styled like any Excel content for custom views or reports.

No, they are different:

• Dynamic Planning User Type refers to access level (Power, Contributor, Reviewer).

• Dynamic Planning Type (e.g., Master, External Source Model, Direct Access) refers to the model type, not user access.

User type governs functionality; model type governs behavior and capabilities.

You cannot share Spotlight reports with users who don’t have access to Planful.

How to resolve:

• Ensure the recipient is a valid Planful user with access to the model and report.

• Use Report Distribution opt-in feature to email Excel reports to Planful users.

• Non-users must be added to the Planful platform and assigned proper roles before accessing reports.

To add a new location (or any new dimension member) to a Spotlight model (e.g., a new region in a Region dimension), follow these general steps:

Determine your source of metadata:

• If the new location exists in Structured Planning, use a Metadata or Both type Map from HACPM_Financial to the Spotlight model.

• If it does not exist in Structured Planning, you can append it directly within the model in SpotlightXL.

Update the model:

• Navigate to Model > Dimension.

• Select the appropriate Model and Dimension (e.g., Region).

• Use Append or Update action to add the new location with its correct parent and rollup operator.

Regenerate or refresh the model:

• Go to Model > Setup and run Generate Model to apply changes.

(Optional) Update Maps and Calculations:

• Ensure that any Maps, Formulas, or Calculations referencing the dimension are updated to include the new location if needed.

Best practice: If this is a regular process, consider using variables in your maps or formulas to reduce maintenance when adding new members.

If Dynamic Planning is already enabled:

• You can begin model building and analysis directly.

• Confirm that necessary models (e.g., HACPM_Financial) exist.

• If this is a brand-new environment, run the Metadata Download process from the Manage > Application Administration menu to sync with Structured Planning and ensure base metadata is available for use.

Calculations that run for more than 4 hours are automatically terminated by the system.

However, you can manually:

• Go to Manage > Process Management

• View and cancel running calculations as needed.

To delete a SpotlightXL report:

• Navigate to SpotlightXL > Report > Design.

• Locate the report in the folder structure.

• Right-click the report name and select Delete.

Note: You must have proper access rights to delete reports.

The Invalid map member error typically occurs when:

• A member exists in the source model but not in the target model.

• The hierarchy structure between models is misaligned.

• A map is missing the “Append Missing Members” option set to Yes.

• The dimension value in the map is incorrect, e.g., a typo or the member doesn't exist

You can use @CurrentMember@ (or other variable expressions like @CurMth@, @CurYr@, etc.) to make calculations dynamic and reduce maintenance:

• Define the variable in Model > Model Administration > Substitution Variables.

• Use the variable in your formula or calculation.

• Reference it in your Variables Manager during the calculation step to assign a specific value or link to a substitution variable.

For example, in a formula calculating variance:

= [Actuals] - [Plan]

You can apply a variable like @CurMth@ to dynamically shift the time period.

This error typically indicates that a dimension member referenced in an operation (such as a map, formula, or calculation) does not exist in the target model’s hierarchy.

The In Progress status in a Spotlight model, such as during a calculation, typically indicates that a calculation, aggregation, or other background process is actively running.

This status can be found under:

Model > Calculation, in the Last Run Status column.

In a non-Structured Planning environment, the recommended approach to project a balance sheet account is to:

Use an ESM + Master Model approach:

1. Create an ESM for transactional or source-level data.

2. Include formulas in the ESM to perform transformations, such as calculating ending balances using prior period data.

3. Use LOOKUP or formula fields to reference previous period balances and compute rolling balances.

4. Map the ESM to a Master Model using a Source Map.

5. Create a calculation to load ESM data into the Master Model, aggregate it, and report on balance sheet projections.

To exclude writeback to months before the current month:

• Use Scopes in the Writeback Calculation to filter the time dimension.

• Define a scope using a variable expression, e.g., @CurMth@, and apply MemberAndBelow or LeafMembers to limit the data range.

• Link the variable to a Substitution Variable so that the value (e.g., current month) can be centrally managed and updated.

No, XLOOKUP formulas cannot reference external files within a SpotlightXL (Excel) report. SpotlightXL reports are tightly integrated with Planful’s model data, and cell formulas are often managed through Spotlight’s internal functions or dynamic data links.

There is not a predefined trial balance template in Spotlight, but you can custom build a view or report in SpotlightXL to replicate trial balance behavior using account-level data.

Creating a View in SpotlightXL:

1. Navigate to Analyze > Data.

2. Drag Account to the row axis and use Scenario, Company, Time, and Measure on the page axis.

3. Drag the dimension (Credit/Debit, Account Type) to the Column Axis. This will allow you to see credits and debits side by side.

4. Filter to include only Balance Sheet accounts or the relevant account groupings you want to review.

5. Zoom in to leaf level accounts for detailed balances.

6. Add Measures like Actuals (MTD/YTD) or other relevant values.

7. Save the view and use Design With > Report to convert it into a formatted report.

To display all GL accounts (usually under the Account dimension):

1. Navigate to Analyze > Data. Ensure the Account is on either the row or column axis.

2. Use the Zoom In > Leaves action on Account to show all detail-level (leaf) accounts.

3. Ensure no filters are applied that limit the account set.

4. If working in a report, use Design Manager to select the Account dimension and choose AllMembers or an appropriate cascade filter like Selected + Leaves.

If an attribute is set with Reporting = No, then:

• No, it will not be available for reporting in Spotlight (i.e., cannot be used in views or reports).

• This setting controls visibility of that attribute in reporting interfaces such as SpotlightXL or Spotlight Web.

To include it in Spotlight, you must ensure that Reporting is set to Yes in the model setup for that attribute.

It is now faster to manage ESMs on the web in DP 2.0.

In Design Mode (for views or reports), if you're seeing values displayed:

• This is expected behavior for data cells in views/reports.

• Design Mode allows you to preview the data intersections and understand where values will populate.

• This visibility helps in positioning data correctly, checking formula links, and verifying that the correct dimension members are selected.

If you want to hide values during report setup:

• You can format cells or use Display Settings in the Properties panel to hide data or switch display options.

• In Excel Reports, remember each cell contains a formula linking back to the data model, so values may still display unless removed or suppressed.

No, you cannot input a text value like "NA" into a numerical cell. Dynamic Planning expects numeric data. If you want to represent missing or not applicable data, use:

0 for absence (not ideal if zero has meaning).

Leave the cell blank if allowed.

Alternatively, use formulas or filters to exclude these points from reporting.

Yes, but with limitations: You can paste data into editable views in Spotlight Web, but only if "Enable Save" is turned on in the view properties.

Copy/paste functions best in SpotlightXL for bulk input/editing.

There is no formal list of browser-based keyboard shortcuts for Dynamic Planning in the training docs. However: SpotlightXL supports standard Excel shortcuts.

You can organize folders for:

Views, Reports, Formulas, Maps, and Calculations.

Right-click inside the pane to add, rename, or delete folders.

You cannot duplicate a model directly via a copy button, but you can:

Backup and Restore: Use the Model Backup/Restore feature to create a copy under a new name.

Backup with or without data, then restore as a new model. After restoring, adjust permissions and model-specific settings.

Merit Management is not available directly in Dynamic Planning. Merit Management is part of Workforce Planning (Structured Planning), where merit cycles, guidelines, and allocations are defined and managed.      

Dynamic Planning can analyze and report on merit-related workforce data, but it does not support configuring or managing merit plans.      

What You Can Do in Dynamic Planning

• Analyze merit-related measures and compensation outcomes using the HACPM_Workforce model

• Build reports and views using workforce and merit data

• Perform what-if analysis based on existing merit inputs

Where to Manage Merit Planning

Go to Workforce Planning (Structured Planning) to set up and manage         merit cycles and rules.      

In SpotlightXL, you can display the account code and description together by switching the display from Code to Display Label.

To update the account display in Excel (SpotlightXL):

1. Open a View in SpotlightXL.

2. On the SpotlightXL ribbon, select More.

3. From the Display option, choose Label.

4. Once selected, the Account dimension will show the display label, which typically includes both the account code and description (for example: 6000 – Salaries).

Important notes

• The Display Label is defined at the dimension level in the model.

• If the account description does not appear:

  • The account may not have a display label defined.

  • The model may still be using Code-only display.

• The Display setting applies per view or report, not globally.

Applies to

• SpotlightXL Views

• SpotlightXL Reports

• Drill-through results (they follow the same display setting)

No. In Planful, source model data is automatically paginated when the number of records exceeds the supported limit per page. This behaviour is designed to ensure optimal performance and responsiveness when working with large datasets.

Currently, there is no setting or option to disable pagination or display all source model records on a single page.

What can I do instead?

• Use filters to reduce the number of records displayed at one time.

• Export the source model data to view all records together outside the application.

No. You cannot currently duplicate a dimension member in Spotlight Analyze. Each member can appear only once per axis (Row, Column, or Page) by design.

What Can You Do?

• Copy and paste (visual reuse only): Copy a member cell and paste it elsewhere to reference the same member again, then click Get Data.

• Use different axes: Place the same member on Rows, Columns, or Page filters for comparison.

• Use Reports for repetition: If you need the same member to appear multiple times, use Cascaded Reports, which support repeated display.

• Alternate hierarchies or attributes: A member may appear multiple times visually when viewed through different hierarchies or attributes, but it is still a single member in the model.

Note:

These options reuse the same member for analysis or display purposes; they do not create duplicate members in the model.

In Dynamic Planning, blank cells are not the same as zero values. To populate blanks with 0s, you must explicitly write zeros using a calculation or formula.

Option 1: Use a Calculation to write zeros (recommended)

Use this approach when you want to persist 0 values in the model.

Steps:

1. Open SpotlightXL.

2. Go to Model > Calculation.

3. Create a new calculation.

4. Add a Formula step.

5. In the formula, set the target measure equal to 0.

6. Use a Scope to limit where zeros should be written (for example, specific Time, Scenario, or Account members).

7. Save and run the calculation.

8. Blank cells in the scoped intersections are populated with 0 and stored in the model.

Best for Budget initialization, Forecast seeding, Ensuring consistent numeric values for reporting

Option 2: Use a View Formula (display only)

Use this option when you only want 0s to appear visually, without storing them in the model.

Steps:

1. Open a View in SpotlightXL.

2. Add a formula to the view that returns 0 when the value is blank.

3. Save the view. Blanks appear as 0 in the view only. The underlying model data remains unchanged.

Best for Reporting and analysis and Read-only presentation needs

Option 3: Populate zeros during data load

1. If data is coming from an external source or import, you can:

2. Replace blanks with 0 in the source file, or

Use transformations in an External Source Model (ESM) before loading data into the model.

Notes:

• Dynamic Planning does not automatically convert blanks to 0s.

• Aggregations treat blanks as blanks unless values exist.

• Writing 0s increases data volume, so always scope calculations carefully.

You can’t directly include a line item description (text field) in a row set or column set. Row sets and column sets support dimensions and numeric measures only, not text-based fields.

Why this happens

Line item descriptions are typically loaded as text (non-numeric) fields or part of an External Source Model (ESM).

Row sets and column sets are designed to control the layout of dimension members, not descriptive text.

What you can do instead

Option 1: Display the description in reports

• In formatted reports or Excel Reports, you can display the description as a label or separate column, depending on how the data is modeled.

• This is the recommended approach when the description is meant for readability rather than aggregation.

Option 2: Use attributes

• If the description is informational, load it as an attribute on a dimension (such as Account or Expense).

• Attributes can be used for filtering and analysis, but not placed directly in row or column sets.

Option 3: Use a dimension

• If the description represents a logical grouping (for example, Expense Type or Category), map it to a dimension member.

• Once it’s a dimension, you can include it in a row set or column set.

Option 4: Keep it in the source model

For detailed review, keep the description in the source model or ESM and use filters or exports when you need to analyze it alongside numeric data.

You can’t map comments from Dynamic Planning into a PCR writeback. Writeback to PCR only supports leaf-level data values using a Model Map (Type = Data) and a PCR Data Load Rule (Write Back Id). Dynamic Planning comments (Dynamic Commentary) are handled separately and are available only for reporting or display, not for writeback.

No. Spotlight (SpotlightXL and Spotlight Web) does not support creating “custom members” directly in the interface the way Dashboards do.

In Spotlight, you must use:

• Existing dimension members from the model, or

• Calculated members created in the model (for example, via calculations or formulas), or

• Attributes for filtering and grouping

If you need a reusable “custom” value in Spotlight, it must be defined in the underlying model (such as a calculated member or attribute) before it can be used in Spotlight views or reports.

You cannot rename an existing model in SpotlightXL. Once a model is created, its name cannot be changed.

If you need a model with a different name, you must:

• Create a new model with the desired name, and

• Recreate or copy the required structure, data, or calculations into the new model as needed.

This is a current limitation of SpotlightXL, so it’s recommended to choose model names carefully at the time of creation.