Dynamic Planning Model Design

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Use Training (from Get Help) for extra learning; Online Help (OLH) and Community are available as additional resources.

How to add and delete dimensions from a model

In SpotlightXL: Select Task → Model
Select Subtask → Setup; choose the Model under Value.
Click Clear Model (only models in Not Generated status can be modified; clearing removes existing data).
Click Modify Model → Add Dimension.
Enter Name and select Type → OK → Save.

Select Task → Model → Select Subtask → Setup; choose the Model.
Clear Model (model must be Not Generated).
Modify Model → select the dimension → click the Member Selector (right of the name) → Delete → confirm → Save.

Select Task → Model → Select Subtask → Map.
Choose the Target Model and enter a Name.
Pick the Type (data to copy), then pick the Source Model.
Transfer: choose Leaf (best practice; copies leaf data only) or All.
Source Dimension auto‑lists source model dimensions.
Source Filter: choose the level to copy from; Source Value: pick None (all members) or a specific member.
Target Dimension: choose the target model dimension to copy to.
Target Filter: choose the level to copy to.
- One‑to‑one mapping: source filters/values map directly to target filters/values.
- One‑to‑many mapping: different source filters/values map to different target filters/values.
Save.

Select Task → Model → Select Subtask → Dimension.
Pick the Model and Dimension.
Action → Append.
Enter Member Code, Parent Member, Rollup Operator → Save.
Action → View to confirm the new member appears.
Note: Using Append in Dimension setup is the recommended method.

Use this when data already exists, and you need hierarchy changes without clearing data.

Select Task → Model → Select Subtask → Setup.
Lock Model (status changes Generated → Locked).
Select Subtask → Dimension (status shows Locked, Action = Update).
Add/move/delete roll‑up members; copy/paste to move a member to a new parent → Save (confirm pop‑ups).
Select Subtask → Setup → Unlock Model (status returns to Generated).
Select Subtask → Calculation → run Aggregation (and other calculations) so views/reports refresh.

Scope limits the data set a calculation step impact.

Select Task → Model → Select Subtask → Scope.
Pick the Model and enter a Scope name.
In Filter Type, set filters as needed → Save.
Select Subtask → Calculation → enter Name, set Type (e.g., DownloadData), choose the defined Scope → Save.

Select Task → Manage → Select Subtask → Application Administration → Model Backup/Restore.
Choose Backup and the Model.
In Data, select Leaf Level (best practice) → Backup → pick a location → Save.

Select Task → Manage → Select Subtask → Application Administration → Model Backup/Restore.
Choose Restore → Browse to the backup file → Restore.
Option Restore As lets you restore under a different model name.

Maintenance → DLR → Data Load Rules → New Data Load Rule.
Load Type = Web Services, Load Item = Data, Load Sub Item = GL Data → Next.
On Select Sample Input File: set # of Source Fields = (# of segments) + 3 (Fiscal Year, Fiscal Month, Amount) → Next.
On Define Overall Rule Settings: choose Data Type, Calculate Trial Balance, Scenario, Frequency, etc.
Proceed to Define Data Mappings and map: first fields = model segments (alphabetically); last 3 = Fiscal Year, Fiscal Month, Amount → Finish.

Select Task → Model → Select Subtask → Map.
Target Model = HACPM_Financial; name the map.
Transfer = All.
Write Back ID = the DLR name you just created; adjust what’s overwritten → Save.
Select Subtask → Calculation → Model = HACPM_Financial; name the calculation.
Type = Map; Name = the write‑back map created above → Save, then Run.

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