How to Create a Map in SpotlightXL
  • 2 Minutes to read
  • Dark
    Light
  • PDF

How to Create a Map in SpotlightXL

  • Dark
    Light
  • PDF

Article summary

  1. In SpotlightXL, select the Model task and the Map subtask.
  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. Lookups apply to Metadata. Make sure you select Metadata or Both if you plan to use the Lookup functionality.
  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. Select All to transfer all members from the source to the target model.

  7. The Write Back ID is optional and only required to write data back from a model to Planful Structured Planning, Consolidation, or Reporting applications. See: Write Back Process in Dynamic Planning.
  8. The Access Token is optional and only required to move data from one Dynamic Planning application to another. See: How to Move Data from One Dynamic Planning Application to Another.
  9. Use Target Dimension/Lookup to customize dimension member labels for display within a model or an analysis.
  10. For Source/Target Dimension, enter the dimension that exists in the source/target model that you plan to copy data or metadata from and to.
  11. In the Source/Target Filter cell, select from one of 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 name 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 name.
    5. DimensionFilter – The dimension is filtered from view in the model so that the dimension and all members are hidden in the target model. Specify a dimension name 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.
  12. For Source/Target Value, your selection is based on the source or target filter. There are two options; either the value is not specified for the dimension so all members are displayed (None). Or, the value is specified meaning that all data associated with that value is displayed. Various combinations of dimension values represent a unique combination.
  13. Click Save.

Was this article helpful?