How to Create a Map in SpotlightXL
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How to Create a Map in SpotlightXL

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Article summary

  1. In SpotlightXL, select Model > Map.
  2. Select the Target Model, which is the model you want to copy data or metadata to.
  3. Enter the name of the map.
  4. For Type, select Metadata to copy only metadata from the source to the target model. Select Data to copy only data from the source to the target model. Select Both to copy both metadata and data from the source to the target model. 
  5. In the Source Model cell, select the model to copy data or metadata from.
  6. For Transfer, select Leaf to transfer leaf-level dimension members only.

  7. The Write Back ID is optional and only required if this is a map for a writeback data calculation. See: Write Back Process in Dynamic Planning.
    Notes:
    • The Access Token option can be skipped.
    • Optional, use the Target Dimension/Lookup to customize dimension member labels for display within a model or analysis.
  8. The source target dimensions automatically populate when the source model is selected, and the target side populates with the dimensions from the target model.
  9. In the Source/Target Filter, update the selections based on what information should be copied from the source and where it should be placed in the target. Select from the following options:
    1. AllMembers – Map all members from the source model to the target model.
    2. LevelAndAbove – Members at a specified level number as well as all members above that level in the hierarchy will be mapped.
    3. MemberAndBelow - Members at a specified level where a member exists as well as all members below that level in the hierarchy will be mapped.
    4. FixedMember – The dimension displays data from a set member based on the member selected.
    5. DimensionFilter – The dimension is filtered from view in the model so that the dimension and all members are hidden in the model. Specify a dimension member in the Value field.
    6. None – This dimension either does not exist in the source model and needs to be mapped to a FixedMember in the target model or the dimension does not exist in the target and the entire dimension will be mapped to None. All members will be excluded from the target model.
  10. For Source/Target Value, the selection is based on the source/target filter. There are two options; either the value is not specified for the dimension so all members are displayed. Or, the value is specified meaning that all data associated with that value is displayed. Various combinations of dimension values represent a unique combination.
  11. Click Save.

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