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How-Tos
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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 Folders
- 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 on 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 Structured Planning into Dynamic Planning Models
- How to Filter Members Using Design Manager
- How to Generate a Model
- 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 Share a POV Dimension Across Models in a Report
- How to Specify Match Criteria
- How to Use Change Data Tracking
- How to Use Currency Exchange Rates
- How to Use Excel 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 on an Existing Report
- How to Create a Report Based on Multiple Models
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