Understanding Which Cells are Associated with Which Model
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Understanding Which Cells are Associated with Which Model

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Article summary

If you are working with a report unfamiliar to you, Excel Reporting provides a method to visually show you which cells are associated with a particular model or dimension member.

  1. In SpotlightXL, open any excel report and select all cells in the worksheet by clicking above and to the left of cell A1, then click Design Manager.

    The Model is displayed at the top; use the drop-down menu to view other models utilized in the report.
    Note:
    Shared POVs between models are counted only within the model where the POV was initially created.
  2. Identify cells containing a specific dimension member within their formula.
  3. Select an Account member, click the Member Select icon, and then select Preview Filter Member.
  4. This feature reveals cells containing that member in their Spotlight formula.

  5. Click OK or Cancel to return to the Design Manager or Metadata Manager.

  6. To change the formula to use a different member, once again, select all cells in the worksheet and click Design Manager or Metadata Manager.
  7. Select the member you want to change, use the Member Select Icon, then select Filter Member. Isolated cells containing that member are shown, enabling changes specifically to those cells within the Design/Metadata Manager.
    Note:
    Only Contributor users with design access can modify member selections in the Design Manager.
  8. In the example where cells containing "6112 – Salaries: Part Time" are filtered, any changes made in the Design Manager will affect only the filtered cells.
    Note:
    Reviewer users and Contributor users without design access won't have the "Select Member" and "Select Cell Reference" menu items, won't see the "New Value" column, and cannot modify member selections.
  9. Click Select, then Update to finalize the change (available only to Contributor users with design access).
  10. Click Refresh.

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