Key Benefits of Direct Access Models
  • 1 Minute to read
  • Dark
    Light
  • PDF

Key Benefits of Direct Access Models

  • Dark
    Light
  • PDF

Article summary

  • One-time setup to connect from Dynamic Planning to PCR; the Power user must do this step.

  • Reduced learning curve with two easy steps to set up a model in Spotlight that provides read-only access to the Financial Reporting Area; users with Contributor or Power privilege can do these steps.

  • All data dimension security defined in PCR is honored in Spotlight. However, all metadata for the Financial cube is visible to the users in Spotlight with the exception of the Scenario dimension. For example, if a user has access only to the East region, they will see all the other regions in the Dimension list boxes but will see only data for the East region. For the Scenario dimension, users will only see the metadata for the scenarios they have access to in PCR.

  • Full access to Dynamic Planning's robust reporting capabilities, slice-and-dice, and analysis in Views, Reports, Excel Reports, and Snapshots, from the web or Excel.

  • No need to refresh metadata or data since it is a live connection to the original data; this reduces ongoing maintenance.

  • Data access from Dynamic Planning is read-only and primarily intended for use with analysis and reporting. For writing data changes back to PCR and also for other Dynamic Planning use cases, users can continue to use the option of downloading metadata and data into other models. For details, see Dynamic Planning: Integration Admin Guide.

Note:
The feature is labeled "Direct Access to PCR" in Dynamic Planning. Please note that you will be accessing the financial reporting area of data.

Was this article helpful?