How-Tos

Whether you're a seasoned user or just getting started, our one-stop solution provides answers to all your questions. Discover the incredible value that Dynamic Planning offers for a variety of user types and processes. Our handbook offers a detailed explanation on how to maximize the impact of Planful Dynamic Planning, including step-by-step guidance and real-world examples. Get ahead of the competition and start realizing the full potential of Dynamic Planning today!

• How to Open a Second Instance of SpotlightXL
• How to Use Variables in Views and Reports
• How to Cascade a Report
• How to Define Substitution Variables
• How to Backup a Model
• How to Find Data Cells Quickly
• How to Lock Dimension Members
• How to Work with Model, View, and Report Folder and Organization Functionality
• How to Add a Chart to a Report
• How to Add a Leaf Level Member to a Hierarchy
• How to Add or Delete Dimensions from a Model
• How to Apply Scope to a Model
• How to Clear a Model
• How to Create a Map
• How to Create a Report off a Model and a View
• How to Create a View and Specify Properties
• How to Create and Load External Source Models
• How to Create Dimensions as Attributes
• How to Define Dimension Security
• How to Define Multiple Number Formats for Dimension Members in Views
• How to Delete a Model
• How to Download Data from the Structured Planning, Consolidation, and Reporting Applications into Dynamic Planning
• How to Filter Members Using Design Manager
• How to Generate a Model
• How to Lock a User and Prevent Sign On
• How to Lock a Model to Prevent Modification or Clearing
• How to Lock and Unlock Scaling
• How to Lock Members in a View or Report to Prevent Modification
• How to Perform Multi-Tab Analysis
• How to Restore a Model
• How to Save Data on Attributes for Views and Reports
• How to Select Data and Member Design Manager Options to Populate Report Values
• How to Set up a Power User with Access to Everything
• How to Share a POV Dimension Across Models in a Report
• How to Specify Match Criteria
• How to Use Change Data Tracking
• How to Unlock a Locked User
• How to Use Currency Exchange Rates
• How to Use Drag, Drop, Pivot, and Zoom Actions to Analyze Data
• How to Use Excel Based Formulas
• How to Use the Metadata Viewer
• How to Update a Dimension Hierarchy Without Clearing a Model
• How to Configure the Number of Invalid Login Attempts
• How to Create a Report Based Off an Existing Report
• How to Create a Report Based Off Multiple Models