- 3 Minutes to read
- Print
- DarkLight
- PDF
Using SpotlightXL-Model
- 3 Minutes to read
- Print
- DarkLight
- PDF
Overview
The Model task in Excel lets you manage all aspects of your models, such as creating models, setting the model type, adding dimensions, changing aggregation values, creating model formulas, copying models, updating dimensions, and loading data. With Model, you can:
- Select a model and run the views or reports associated with it (all users).
- View and edit the model's structure, such as dimensions and attributes (all users with access to the model and dimensions).
- View and edit calculations, formulas, and scopes are associated with the model (Power and Contributor users with access to the model).
- View and edit how data flows into and out of the model and the associated maps (Power and Contributor users with access to the model).
Available SubTasks
When the Model task is selected, several subtasks become available. You can display multiple tabs for a model subtask. You can have one tab open for each Model Subtask unless you open a second Excel instance. Instructions on how to open another Excel instance are provided here. Model Subtasks include all subtasks available when the Model task is selected, as shown below.
The image below shows 3 Model subtasks each open in a separate tab.
How to Display Multiple Tabs for A Model Subtask?
This example uses the Map Subtask.
- In SpotlightXL, navigate to Model > Map.
- Click to add a new sheet.
- Navigate to Model > Calculation.
Now, you can toggle between the tabs to view each map selected on each.
How to Enable Multiple Tabs for A Model Subtask?
The ability to have multiple tabs for a model subtask is not enabled by default. Follow the steps below to enable this functionality.
- In SpotlightXL, navigate to Manage > Application Administration > Application Settings.
- Scroll down to the Model Property section of the screen.
- For Enable SpotlightXL Multi-Tab, select Yes as the Default Value as shown below.
How to Open a Second Instance of SpotlightXL?
Opening multiple instances of Excel allows users to work on several Excel windows simultaneously. This is convenient for handling different tasks without interfering with each other.
- Right-click on Microsoft Excel.
- Select Excel.
- When you click Excel while holding the alt key, a prompt will appear to start a new instance.
- Click Yes.The second instance of SpotlightXL will appear.
Subtasks Described
Each subtask is described below with detailed information.
Tasks
Setup
Define a model's structure, including model type and dimension types (key, value).
Dimension
Define a model's dimensions, dimension members, and member properties.
Attribute
Set up Attributes, which are characteristics associated with dimensions. Attributes are commonly used to create alternative roll-ups for analysis and reporting. Dimension Security supports attributes in views and reports.
Map
Create, edit, or delete a map, which transfers metadata and data from one model to another or within a model. This includes transferring data between Structured Planning, Consolidation, or Reporting applications to Dynamic Planning, within the same model, or back to Structured Planning.
Scope
Define filters for a model's dimension members. Scopes improve performance and scalability by automatically refreshing and clearing temporary dimension member data during calculations, ensuring accurate reports.
Formula
Create, delete, and edit formulas for the model.
Calculation
Define the execution order for formulas, maps, and aggregations. Run the calculation.
Data
Copy and paste data to enhance a model. This data generally comes from external sources and not from Planful's Structured Planning applications, as that data can be mapped.
Import / Export Data
Import and export model data in text and CSV formats.
External Source Model
With data source integration, import data from external sources (e.g., Salesforce.com) into Dynamic Planning. Data can be imported via Excel, CSV, or TXT files using copy-paste actions.
- Source Model: Define the structure of the Source Model based on external data source fields, and optionally clear the Source Model.
- Source Map: Define a map to connect the Source Model to the Master Model.
- Source Data: Load external data into the Source Model.
Model Administration
- Validation: Validate a selected model and identify invalid objects.
- Lookup: Customize dimension member labels for display within a model or analysis.
- Substitution Variables: Define model-specific substitution variables without any limit on the number of variables.
- Data Locking: Lock data in one or more models, preventing modifications by user inputs or operations. Dimension members and intersections define which data is locked.