Using Dynamic Planning Data in a Dashboard

While building a chart, you can use Model as a source from the Chart settings and these models even have drill-down capabilities. Charts are only available in the settings if Admin has given appropriate permissions to use Dynamic Planning data in Dashboards.

How to Use Dynamic Planning Data in Dashboard?

1. Go to Dashboards.

2. Click Add.

3. Drag and drop a chart to the canvas.

4. The Settings pane opens. Click Properties.

5. Under Reporting Area, select a model from the Models option.

6. When you select a model, related dimensions are loaded as shown in the image below. Select dimension and members to display.

   

7. Continue to build the chart as needed.

Dynamic Planning Dimensions in Global Filters

You can use the Dynamic Planning dimensions as filters across the applicable charts. Every model contains a different set of dimensions, so all the dimensions under respective models are available under global filters.

When you add a dimension, the different models are available in the drop-down list, as shown in the image.

You can also  select the required dimensions from the Picklist to filter the applicable charts.

All members selected from the Member selector are displayed in the Picklist. You can select the required member as a global filter. The last selected filter from the Picklist is retained when you log in the next time. If you want to select all the options displayed in the chart filter, you can use the Select All option.

The Dynamic Planning global filters are retained when you Refresh, Save, Duplicate, Share, or Export a Dashboard. The Code and Label display applies to the Dynamic Planning dimensions as well.

Best Practice

• We recommend you to create a Dashboard for a single Reporting area or model to view accurate results using global filters.

Using Substitution Variables

When you use Dynamic Planning data in a Dashboard chart, you can include substitution variables in page filters, titles, subtitles, axis names, and 2 value KPI descriptions.

Substitution variables are enabled in the member selector interface on the page, row, and column axis when the Reporting Area is selected on the chart, under Models. Variables are filtered based on the dimension selected. For example, the Current Month substitution variable might be available for the Time dimension. You can then make substitution variable selections from the member selector using the pick list (example shown below).

When the chart is rendered, substitution variables are updated with the corresponding values as configured in the Dynamic Planning application.

How to Use Substitution Variables in Dashboard?

1. Go to Dashboards.

2. Click Add.

3. Drag and drop a chart to the canvas.

4. The Settings pane opens. Click Properties.

5. Under Reporting Area, select a model from the Models list.

6. When you select a model, related dimensions are loaded. Select dimensions and members to display.

7. Use substitution variables in page filters, titles, subtitles, axis names, and 2-value KPI descriptions.

   In the example below, the Current Month substitution variable is used in the chart subtitle.

   

   When you save the dashboard, the chart renders the month based on the substitution variable setup for the Current Month in the Dynamic Planning application.

   

For more information about Substitution Variables in Dynamic Planning, click here.