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How to Create and Load External Source Models
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Data can be loaded into SpotlightXL from an Excel worksheet, CSV file, TXT file using copy-paste actions (Ctrl+C or Ctrl+V), or integration tools like Boomi.
Define a Master Model with Dimensions:
- In SpotlightXL, go to the Model > Setup to define a Master model with required dimensions.
- Go to Model > Dimension subtask to load metadata for all dimensions.
- Once dimensions are defined, click Save and Generate Model. For details on the field types, expressions, and formulas, see Source Model Field Types, Expressions, and Formulas.
Define a Source Model:
- Create a Source Model to facilitate data transfer from external sources to the Master Model.
- Navigate to the Model task and External Source Model > Source Model.
- Enter fields and specify their types based on the order and type in the external data source.
- Click Save.
Define the Source Map:
- Connect the Source Model to the external Source Data using the Model task and External Source Model > Source Map.
- Select Data in the Type field.
- Map each field from the Source Model to a Dimension Member or Value in the Master Model.
- Click Save.
- Ensure the Master Model is generated before proceeding.
- Make sure to enter a valid model name when setting up or selecting a model in Spotlight. If the model name is left blank or invalid, a "Model cannot be null or empty" error will appear.
Load Data into the Source Model:
- Use the Model task and External Source Model > Source Data.
- Specify the Source Model name and ensure the page displays current status and column headings.
- Select Load Data drop-down and select Load File or copy-paste rows directly from an excel worksheet.
- After loading, click Load Data and wait for the process to complete. Click Refresh to update derived fields.
Create Calculation for Data Transfer:
- In the Model task, navigate to the Calculation subtask.
- Specify ExternalSourceMap type and the Source Map name defined earlier.
- Add Aggregation to ensure rollups are calculated correctly.
- Click Run to execute the calculation and transfer data from the Source Model to the Master Model.
Review Data in Master Model:
- Create views or reports using the Analyze> Data to visualize data now present in your Master Model.
- Optionally use Drill Through on any data cell to access original transaction details.
Important Note:
Spotlight Error Message: "Argument: model cannot be null or empty"
This message appears in Spotlight Web or SpotlightXL when an action such as opening a view, creating a report, or running a calculation is attempted without a model selected.
What It Means
The system is expecting a valid model but none is provided either because:
- A model has not been selected.
- The selected model is no longer available (renamed, deleted, or not visible due to permission restrictions).
How To Resolve
1. Check Model Selection
- Ensure a model is explicitly selected before running an action.
- In Spotlight Web or SpotlightXL, go to the relevant task (e.g., Analyze, Report, or Model).
- Use the dropdown to choose a valid model from the list.
2. Verify Saved Views or Reports
- The saved item may reference a model that was renamed or deleted.
- Try recreating the view or report and manually select the model.
3. Confirm Model Permissions
- You may not have access to the model.
- If the model does not appear in the dropdown, contact your Planful Admin to confirm your access rights.
4. Clear Corrupt or Cached Configuration
- Clear your browser cache (for Spotlight Web).
- Restart the SpotlightXL add-in.