- Getting Started
- Dynamic Planning
- Dynamic Planning Overview
- Write Back
- Aggregation Process
- User Security
- Direct Access to PCR Model
- Frequently Asked Questions
- Download & Installation
- SpotlightXL
- Analyze
- Report
- Excel Report
- Spotlight for Office
- Model
- Manage
- Token Management
- Write Back
- Dynamic Planning How to Load an External Data Source into a Master Model (Legacy)
- Spotlight Web
- Spotlight for Google Sheets
- Breakback
- Dynamic Planning API Library
- Base URL
- List of APIs
- Append Attributes (Master and Analytic Models)
- Sample Payload for Creating or Appending Attributes and Specifying the Member-Attribute Mapping
- Sample Payload for Updating the Member-Attribute Mapping for Previously Saved Attributes
- Response
- Parameters
- Sample Payload for Creating or Appending Attributes (Without Display Labels, Without Specifying the Member-Attribute Mapping)
- Sample Payload for Creating or Appending Attributes With Display Labels (Without Specifying the Member-Attribute Mapping)
- Append Dimension Members (Master and Analytic Models)
- Calculation Run (Master and Analytic Models)
- Calculation Status (Master and Analytic Models)
- Clear Data (Master and Analytic Models)
- Clear Leaf Data (Master and Analytic Models)
- Export Dimension / Attribute Hierarchy (Master and Analytic Models)
- Export Leaf-Level Data (Scoped) (Master and Analytic Models)
- Load Data (Master and Analytic Models)
- Clear Data (External Source Models)
- Clear Dimension Members (Metadata) (External Source Models)
- Export Leaf-Level Data (Scoped) (External Source Models)
- Load Data (External Source Models)
- Load Dimension Members (Metadata) (External Source Models)
- Create Users and Groups (User Management)
- List Users and Groups (User Management)
- Dynamic Planning: Group Access API
- How-Tos
- Dynamic Planning: How to Create a Report Based Off Multiple Models
- Dynamic Planning: How to Create a Report Based Off an Existing Report
- Dynamic Planning: How to Configure the Number of Invalid Login Attempts
- How to Open a Second Instance of SpotlightXL
- Dynamic Planning: How to Update a Dimension Hierarchy Without Clearing a Model
- Dynamic Planning How to Use Variables in Views and Reports
- Dynamic Planning How to Use the Metadata Viewer
- Dynamic Planning How to Use Excel Based Formulas
- Dynamic Planning How to Use Drag, Drop, Pivot, and Zoom Actions to Analyze Data
- Dynamic Planning How to Use Currency Exchange Rates
- Dynamic Planning How to Unlock a Locked User
- Dynamic Planning How to Use Change Data Tracking
- Dynamic Planning How to Specify Match Criteria
- Dynamic Planning How to Share a POV Dimension Across Models in a Report
- Dynamic Planning How to Set up a Power User with Access to Everything
- Dynamic Planning How to Select Data and Member Design Manager Options to Populate Report Values
- Dynamic Planning How to Save Data on Attributes for Views and Reports
- Dynamic Planning How to Restore a Model
- Dynamic Planning How to Perform Multi-Tab Analysis
- Dynamic Planning How to Lock Members in a View or Report to Prevent Modification
- Dynamic Planning How to Lock and Unlock Scaling
- Dynamic Planning How to Lock a Model to Prevent Modification or Clearing
- Dynamic Planning How to Lock a User and Prevent Sign On
- Dynamic Planning How to Generate a Model
- Dynamic Planning How to Filter Members Using Design Manager
- Dynamic Planning How to Download Data from the Structured Planning, Consolidation, and Reporting Applications into Dynamic Planning
- Dynamic Planning How to Delete a Model
- Dynamic Planning How to Define Multiple Number Formats for Dimension Members in Views
- Dynamic Planning How to Define Dimension Security
- Dynamic Planning How to Create Dimensions as Attributes
- Dynamic Planning How to Create and Load External Source Models
- Dynamic Planning How to Create a View and Specify Properties
- Dynamic Planning How to Create a Report off a Model and a View
- Dynamic Planning How to Create a Map
- Dynamic Planning: How to Clear a Model
- Dynamic Planning How to Cascade a Report
- Dynamic Planning How to Apply Scope to a Model
- Dynamic Planning How to Add or Delete Dimensions from a Model
- Dynamic Planning How to Add a Leaf Level Member to a Hierarchy
- Dynamic Planning How to Add a Chart to a Report
- Dynamic Planning How to Work with Model, View, and Report Folder and Organization Functionality
- Dynamic Planning How to Lock Dimension Members
- Dynamic Planning How to Find Data Cells Quickly
- Dynamic Planning How to Define Substitution Variables
- Dynamic Planning How to Backup a Model
- Dynamic Planning How to Add a Group and User Group
- Refrences
- Ref1
- Dynamic Planning Publishing and Opening Excel Reports, Word Reports, and PowerPoint Reports
- Purpose of Breakback
- Breakback Types
- Example Substitution Variable Expressions
- Prerequisites
- Install Planful Spotlight Add-on for Google Sheets
- Log in to Planful Spotlight Add-on
- Single Sign-On (SSO) for Planful Spotlight on Google Sheets
- Reports
- Using Breakback Summary
- Breakback and Data Locking
- Limitations
- Running Breakback from a Calculation
- Account Details
- Dynamic Planning User Groups
- Dynamic Planning Model Validation
- Dynamic Planning: Calculation Scheduler Option in Spotlight Web
- Spotlight User Summary
- Dynamic Planning Spotlight User Guide Supported Chart Types and Formatting on the Web
- Dynamic Planning Spotlight User Guide Report Task
- Dynamic Planning Spotlight User Guide Model Task
- Dynamic Planning Spotlight User Guide Analyze Task
- Creating and Formatting a Chart in PowerPoint or Word with Spotlight for Office
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Username and Password Security
- To launch Spotlight independently from a web browser:
- To launch Spotlight from the Planful application
- Supported Browsers
- Model
- Report
- Analyze
- Overview
- Dynamic Planning: Group Access
- About Dynamic Planning
- Spotlight versus SpotlightXL
- User Roles
- User Role Permission, Access, and Security
- User Types
- Unified Tenant
- Quick Summary of How to Assign or Restrict Access
- User Roles, Access, and Security
- Introduction to SpotlightXL
- Username and Password Security
- Accessing SpotlightXL
- Manage
- Model
- Report
- Analyze
- Overview
- Dynamic Planning Analyze Task
- SpotlightXL User Summary
- Dynamic Planning: SpotlightXL and Spotlight for Office Installation
- Using Dynamic Commentary in Excel Reports
- Dynamic Planning Global Settings for View and Report Properties
- Dynamic Planning SpotlightXL User Guide Function Support
- Dynamic Planning View and Report Permissions
- Dynamic Planning Using Substitution Variables and Expressions with Excel Reports
- Dynamic Planning SpotlightXL User Guide Chart Formatting and Types
- Dynamic Planning Sharing Excel Reports with People without a Dynamic Planning License Using Snapshots
- Dynamic Planning Setting Up Excel Reporting Security
- Dynamic Planning Setting Up Excel Reporting
- Dynamic Planning Setting Up an Assumptions Worksheet
- Dynamic Planning Report Design Using Substitution Variables and Expressions
- Dynamic Planning Repeat Headers Across Multiple Pages
- Dynamic Planning Refreshing and Formatting Excel Reports
- Dynamic Planning Overview of Excel Reporting
- Dynamic Planning Negative Amounts in Reports
- Dynamic Planning Navigation Access
- Dynamic Planning Multi-Tab Reporting
- Dynamic Planning Model Task in Excel
- Dynamic Planning Report Task
- Dynamic Planning Cascade Reporting
- Dynamic Planning Application Administration
- Creating Formulas in the External Source Model using Model Manager
- Creating Fields in the External Source Model using Model Manager
- Creating an External Source Model using Model Manager
- External Source Model Process
- List of Key External Source Model Features
- External Source Model Overview
- External Source Model Benefits
- Guard Rails
- Model Manager in Spotlight Honors User Group Security for all ESM Artifacts
- Drill Through in Views Accessed Via SpotlightXL or Spotlight Honor Group Access for ESMs
- Calculations in SpotlightXL Honor Group Access for ESMs
- Group Access to ESM Views
- Model Permissions for ESM Models
- Managing Group Access
- External Source Model DLR- Calculations tab Introduced
- Arabic and Chinese character support for ESM Data Load
- Examples of Include in Clear Data Loads
- Example of Creating a Data Load Rule for an External Source Model
- Using External Source Models in the Data Load Rule Definition Screens
- Best Practice Recommendations
- Details and Limitations
- Quick Summary
- Loading Data into the External Source Model
- External Source Model Field Types, Expressions, and Formulas
- Dynamic Planning External Source Model
- Dynamic Planning Export Data
- Transferring Data from One External Source Model to Another External Source Model
- Transferring Data from Analytical Model to ESM Model
- External Source Model Best Practices
- Backup and Restore of External Source Models
- Using Views to Input Future Opportunities into the Source Model
- Viewing the Data in the Master Model
- Using a Calculation to Load Data into the Master Model
- Defining a Map from Source Model to Master Model
- Creating a Master Model
- Loading Data into the Opportunity Data External Source Model
- Explanation of the DaysFactor Function
- Explanation of the Lookup Function
- Defining the External Source Model
- Viewing the Source Data
- Online Help, Support, Community, and Solution Hub
- Supported Browsers for SpotlightXL and Spotlight
- Automatic Signout
- Unique URLs for Artifacts
- Overview
- Where to Download SpotlightXL and Version Information
- What Version of SpotlightXL Am I Using?
- Incompatible SpotlightXL Error
- System Requirements
- Installing SpotlightXL and Spotlight for Office
- How to Use the ClickOnce Installer for Automatic Upgrades
- How to Use the InstallShield MSI Installer
- Upgrading SpotlightXL and Spotlight for Office
- Troubleshooting Tips
- ClickOnce Flexible Deployment
- Installation Best Practices
- User Roles
- View Formula in External Source Model
- Loading Data into External Source Models using PCR Data Load Rules
- Access to ESMs
- Step-by-Step Use Case for Forecasting Revenue Spread Over Time
- Dynamic Planning Data Locking
- Dynamic Planning Model Substitution Variables
- Dynamic Planning Model Lookup
- Dynamic Planning Groups
- Accessing Spotlight
- Dynamic Planning: Spotlight for Office User Guide
- Dynamic Planning: Admin Guides
- Dynamic Planning: Integration Admin Guide
- Overview
- Definitions
- Model Design - Connecting to the Structured Planning, Consolidation, and Reporting Applications
- Model Design - Setting up the Source Model in Dynamic Planning
- Model Design - Validation Report for Duplicate Members
- Model Design - Setting up the Target/Master Model using a Map
- Model Design - Target Model Design
- Populating the Source Model - Data Download
- Clearing the Source Model
- Populating the Target Model
- Viewing the Default Calculation
- Model Statistics
- Maintaining and Refreshing the Model
- Dynamic Planning: New Improved Aggregation Process
- Using Drill-Through
- Views and Reports
- Ability to Automatically Add Members When Writing Data Back From Dynamic Planning to Structured Planning, Consolidation, and Reporting
- Integration Admin Options
- Dynamic Planning: User Setup and Security Guide
- Overview
- Assign User Group Access to Models, Reports, and Views
- Quick Summary of How to Assign or Restrict Access
- Set up a Contributor User with Access to Specific Models
- Definition of Security Levels
- Set up a Reviewer User with Access to Specific Models, Views, Reports, and Dimension Members
- Set up a Power User with Access to Everything
- Dynamic Planning: Model Manager, Setup in Planful Applications
- Dynamic Planning: Best Practices for Model Building, Model Refresh, and Model Restructure
- Dynamic Planning: Integration Admin Guide
- Dynamic Planning: Subject Matter Guides
- Report Collection for Dynamic Planning
- Dynamic Planning: Best Practices for Model Building, Model Refresh, and Model Restructure
- ESM (External Source Models) Canvas
- Analyze
- Dynamic Planning: Using Direct Access (aka Direct Connect) to PCR Financial Reporting
- Key Benefits of Direct Access Models
- Setting Up the Connection to PCR
- Creating Users
- Creating a Direct Access to PCR Model
- Metadata Dimension Security for the Scenario Dimension
- Support for PCR Attributes, Attribute Hierarchies, and Alternate Hierarchies
- Adding Attributes, Attribute Hierarchies, or Alternate Hierarchies to Existing Direct Access Models
- Creating a Direct Access Model with Attributes, Attribute Hierarchies, or Alternate Hierarchies
- Viewing Attributes, Attribute Hierarchies, or Alternate Hierarchies in Spotlight Model Manager
- Viewing Attributes, Attribute Hierarchies, or Alternate Hierarchies in SpotlightXL Model Setup
- Support for _Attribute_Default in Direct Access to PCR Models
- Support for PCR Substitution Variables and Derived Variables
- Viewing PCR Substitution Variables and Derived Variables in SpotlightXL
- Using PCR Substitution Variables and Derived Variables in Reports at Runtime
- Adding Substitution Variables and Derived Variables to Existing Direct Access Models
- Creating a Direct Access Model with PCR Substitution Variables and Derived Variables
- Adding PCR Substitution Variables, Derived Variables, and Expressions to Reports
- Reporting and Analysis Primer
- Multiple POV Selections in SpotlightXL and Spotlight for Direct Connect Models
- Reporting Dimension Custom Labels Displayed in Direct Connect Models
- Support for PCR Cube Default Members for System-Defined Dimensions in New Views, Formatted Reports, and Excel Reports
- Support for Drill Through in Direct Connect Models in Both SpotlightXL and Spotlight
- Maintenance Options
- Information for Experienced Power and Contributor Users
- Converting a Master Model into a Direct Access to PCR Model
- Dynamic Planning Converting a Master Model into a Direct Access to PCR Model
- Using Direct Access (aka Direct Connect) to PCR Financial Reporting
- Dynamic Planning: Predict Signals
- Dynamic Planning: How To Tasks
- Dynamic Planning How to Add a User
- Dynamic Planning Manage Task
- Ref1
- Structured Planning
- Tasks to Configure for the Planning Module
- Planning Control Panel Intro
- Template Input and View Modes
- Entity Workflow
- Dynamic Commentary in Planning Template
- Working with Reports
- Workforce Planning - Classic UI
- MyPlan Guides
- MyPlan User Guide
- Accessing MyPlan
- Dissecting the MyPlan Interface
- Retained In-Memory Actions
- How Actions Are Calculated
- Adjusting, Updating, Adding, and Editing Accounts in MyPlan
- How to Add New Headcount
- How to Edit a Headcount
- How to Add Multiple Employees at Once
- How to Edit Multiple New Hires at Once
- How to Add a Headcount Based on an Existing Headcount and Edit Details
- How to Add an Asset
- How to Delete a Headcount
- How to Add an Asset Not Yet Budgeted
- How to Add An Asset for a Budget Entity When the Asset Definition Does Not Exist
- How to Edit an Asset
- How to Update an Account
- Working with Templates in MyPlan
- Activity Manager
- How to Submit a Budget/Forecast
- Template Locking
- Limitations
- MyPlan User Options
- MyPlan Admin Guide
- MyPlan User Guide
- Capital Planning
- Initiative Planning
- Workforce Planning
- References
- Structured Planning Admin Guide
- Configuration
- Security Administration
- Currency
- Hierarchies and Entities
- Overview
- Why Hierarchies Are Needed
- Types of Hierarchies You Can Create
- Accessing the Hierarchy Management Interface
- Working in the Hierarchy Management Interface
- Setup Entity Type Hierarchies
- Financial Hierarchy Overview
- Setup Finance Hierarchies
- Understanding Calculated Members
- Calculated Member Example - Creating a Member and Including it in a Dynamic Report
- Load Data to Planful
- Scenario Setup
- Overview
- Description of Fields on the Scenario List Page
- Performing Scenario / Template Maintenance
- Scenario Types
- Creating a Budget Scenario
- Creating a Forecast Scenario
- Creating a Plan Scenario
- Creating a Preloaded Budget Scenario
- How to Delete a Scenario
- Global Fields
- Refreshing Actuals (Closed Period Data)
- Mapping Templates to Scenarios
- Securing Scenarios
- Why Secure Scenarios
- When to Secure Scenarios
- How to Secure Scenarios
- How to Provide a User with Edit and View Access to Scenarios
- How to Automatically Have Access to all Future Scenarios You Create
- How to Provide Scenario Access to Multiple Users at Once
- How to Set Up Scenario Security for Reporting Purposes
- Clear Data
- Additional Scenario Topics
- Compare Scenarios
- Intelligent Data Seeding with the Plan Scenario
- Data Seeding Without the Plan Scenario
- Reporting Area Admin
- Dimension Security
- Standard Reports
- Planning Templates
- What are Templates and Why are They Needed
- Template Types
- Template List Application Page
- Time Sets - Everything You Need to Know
- How to Add a Block Template Type
- How to Add a Global Template - Single Copy Template Type
- How to Add a Global Template - Entity Copy Template Type
- How to Add an Allocation Template Type
- How to Add a Capital Template Type
- How to Add an Workforce Planning Template Type
- How to Add an HR Template Type
- How to Add a Line Item Template Type
- How to Add an Initiative Template
- Template Setup
- Understanding Template Setup
- Understanding the Template Setup Application Page
- Template Line Types and Column Types
- Understanding Line Item Template Setup
- Understanding Capital Template Setup
- Understanding Initiative Template Setup
- Template Start and End Dates
- Avoiding Line Discrepancies Between Sub and Main Templates
- Reference Cube
- Setting Up and Applying Global Fields to Templates (Optional)
- Apply Global Fields to Template Lines Accessed from the Planning Control Panel
- What are Global Fields and Why are They Used
- Add a Global Field
- Map the Global Field to Another Scenario and Budget Entities
- Mass Upload Global Fields
- Map Global Fields to Templates for Budget Entity and Scenario
- Global Fields in the Planning Control Panel
- Input Global Field Data
- Setting Up and Using Spreads in Templates (Optional)
- Attributes
- Template Setup Examples
- What To Do Once Template Setup is Complete
- Simulation Engine
- User Management
- Loading Users to Planful
- Security Cheat Sheet
- User Groups
- Navigation Role and Access
- Two Step Verification
- Web Service Access
- SSO Users
- Locking Users Out of Planful
- Copying Users
- Approval Roles
- Approval Roles - What Are They and How Are They Used
- Example of a Typical Approval Role Configuration
- How to Add and Edit Approval Roles
- How to Bulk Export Approval Roles and Budget Entity Permissions for a Single User/All Users
- How to Bulk Import Approval Roles
- Understanding Operating Budget Template Actions for Approval Roles
- Understanding Initiative Budgeting Approval Actions
- Scenario Access
- Security for Add-Ins
- Data Integration Security
- Cloud Scheduler
- What is Cloud Scheduler and How Does It Benefit Me?
- Providing Users with Access to Cloud Scheduler
- Understanding Process Flow and Job Manager
- Description of Fields on the Process Flow Page
- How to Add A Process Flow
- Auditing Process Flows
- Overriding Substitution Variables for Report Collections and Financial Package When Running a Process Flow
- Description of Fields on the Job Manager Page
- Initiative Workflow
- Adding Assets to Initiatives
- Add an Initiative to the Initiative Template and Start Budgeting for that Initiative
- Open the Template in the Planning Control Panel
- Map the Initiative Template to a Scenario(s)
- Map Attributes to Initiatives
- Add Attributes
- Set up Attributes to Map to Initiatives
- Setup/Design the Initiative Template
- Set Up Categories
- References
- Workforce Planning Admin Guide
- Workforce Planning
- Define Compensation Items for Workforce Planning
- Description of Fields on the Compensation Item Page
- Compensation Basis Examples
- Add Compensation Items Overview
- Description of Fields on the Add Compensation Item Page
- How to Define Compensation Groups for Workforce Planning
- How to Define Workforce Attributes for Workforce Planning
- How to Define Employee Types for Workforce Planning
- Overview of Pay Plans - Workforce Planning
- How to Set Up Pay Plans - Workforce Planning
- What is Pays Setup and What is the Purpose of It
- How to Complete Pays Setup - Workforce Planning?
- Employees Application Page - Workforce Planning
- Personalize the Employee list page - Workforce Planning
- Description of Fields on Employee Add Page
- Automated Employee Processing
- How to Extract Allocated Employee Information
- Security Administration
- Workforce Defaults
- Add Employees & Details
- Templates
- Template Mapping
- User Access
- Reporting
- Employee Type
- Advance Search in Workforce Planning
- Workforce Planning
- Workforce Planning - Enhanced UI
- How-Tos
- Subject Matter Guides
- Workforce Planning Admin Guide
- Set Up Approval Roles for the New Template
- Add an Initiative Template
- Overview of Steps to Set Up Initiative Planning
- Inputting Data via the Planning Control Panel
- User Security
- Scenario and Entity Mapping
- Adding Capital Templates
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- Adding Finance Modes
- Adding Assets
- Adding Asset Categories
- Configuring Time Sets
- Configuring Capital Planning Attributes
- Configuring Time Sets
- Reporting
- Structured Planning User Guide
- Snapshot introduced in Planning Control Panel
- Performing Template Input
- Template View Mode
- Template Notifications
- View User History of Any Template
- Global Templates
- Block Templates
- Workforce Planning Templates
- Capital Templates
- Initiative Templates
- Line Item Template
- Allocation Template
- Approvers
- Workforce Planning UI
- Snapshot Restore Guidelines
- Structured Planning Admin Guide
- Consolidation
- Prerequisites
- Consolidation Control Panel
- How-tos?
- How to Configure Retained Earnings Roll Forward?
- How to Setup for Enhanced Retained Earnings Roll Forward?
- How to Close with Consolidation?
- How to Process Consolidation With Configurable Steps?
- How to Unlock Multiple Periods in Consolidation Process?
- How to Lock Multiple Periods in Consolidation Process?
- How to Provide Security for Centralized Consolidation Users?
- How to Provide Security for Decentralized Consolidation Users?
- How to Disable Display of Security Option from the Consolidation Control Panel?
- References
- Consolidation Accounts Setup Explained
- Intro to Consolidation
- Standard Journals
- Reporting
- Recurring Journals
- Dynamic Journals
- Non Controlling Interest
- Reclassifications
- Eliminations
- Validations
- Performing Entry Actions on Multiple Entries
- Consolidation Security
- Interim Currency
- How to Add Members to Sibling Hierarchies
- How to Create a Sibling Hierarchy Using a Sibling Hierarchy as the Source
- How to Create a Sibling Hierarchy Using the Main Company Hierarchy as the Source
- Source Hierarchies Used to Create Sibling Hierarchies
- What are Sibling Hierarchies and Why Do I Need to Create Them
- How to Provide Users with Access to Hierarchies
- What is the Hierarchy Usage Report
- Disallowed Strings for Attributes and Dimensions
- Dimension Locking
- Auditing Hierarchies
- Entity Currency
- Security and Accounts
- Configuration Tasks
- When Consolidation Is Needed
- Security Administration
- User Management
- Non Controlling Interest
- Centralized Security
- Cloud Scheduler for Consolidation Admin
- Set Up Currency
- Difference Between Common Currency, Local Currency, and Interim Currency
- Currency Use Case - Common Currency vs. Local Currency
- How to Set Up Currency and Currency Type
- What are Currency and Currency Type Exceptions and When Do I Need Them
- How to Delist Currency Types
- Currency Exchange Rate
- Hyperinflationary Economy
- Calculation Exceptions
- CTA
- Reporting Currency
- Entity Currency
- Load Data to Planful
- What Are Currency Exceptions and Do I Need to Set Them Up
- How to Setup and View Currency Exceptions
- Consolidation - Income Statement Retained Earnings Account & Retained Earnings Roll Forward
- Journals
- Reclassifications
- Standard Reports
- Security Overview
- Eliminations
- Validation
- Setting Up Hierarchies
- Report Categories
- Hierarchy - Reporting, Entity, & Interim Currency
- What is Org by Period, How to Access Org by Period, and How to Configure It
- How to Create an Alternate Hierarchy
- Dated Hierarchies FAQs
- Org By Period Report Generation
- How to Add a Dated Hierarchy
- How to Create an Alternate Hierarchy Using the Copy Functionality
- Calculated Member Example - Creating a Member and Including it in a Dynamic Report
- What are Calculated Members and Why Do I Need to Create Them
- Setup for Finance Type Hierarchies
- Overview
- What are Reporting Members and Why Do I Need to Create Them
- Why Hierarchies Are Needed
- Types of Hierarchies Explained
- Accessing the Hierarchy Management Interface
- Exploring the Hierarchy Management Interface Panes
- Exploring the Top Ribbon
- Exploring the Right Pane - Member Properties
- Exploring the Right Pane - Default Properties
- Exploring the Right Pane - Segment Properties
- Exploring the Right Pane - Interim Currencies
- Exploring the Right Pane - User-Defined Attributes
- Setting Up Hierarchies Summary
- Scenario Setup
- Overview
- Description of Fields on the Scenario List Page
- How to Provide Scenario Access to Multiple Users at Once
- Performing Scenario / Template Maintenance
- Why do I Need to Lock a Scenario
- How to Lock a Scenario
- How to Unlock a Scenario
- Scenario Types
- How, Why and When to Refresh Actuals (Closed Period Data)
- How, Why, and When to Refresh Preloaded Data for Preloaded Scenarios
- How, Why, and When to Secure Scenarios
- How to Provide a User with Edit and View Access to Scenarios
- How to Automatically Have Access to all Future Scenarios You Create
- How to Set Up Scenario Security for Reporting Purposes
- How to Create a Scenario Based on Two Existing Scenarios
- Data Seeding
- Processing Consolidations - What Happens During the Consolidation Process
- Override Workflow Actions for the Locking Period
- Review Consolidation Setup
- Consolidation Process Summary
- Copying Journal Entry Data
- What Is Validation Functionality and How to Enable It for Users
- How to Delete a Template from a Locked Scenario
- How to Add a Report Category
- What are Alternate Hierarchies and How are They Used
- What are Dated Hierarchies and How are They Used
- How to Add a Calculated Member to an Account Dimension
- How to Use Cloud Processing for Consolidation Hierarchies
- What is Two Step Verification, How Does It Work, and How Do I Enable It
- How to Add a User Group
- What Is Elimination Functionality
- How to Set Up an Elimination Company
- Reports
- Reports Prerequisites
- Reports Configurations
- Reports Home Page
- Report Folder
- Report Document
- Report Sets
- Report Collection
- Financial Package
- Dynamic Reports
- Working with Dynamic Reports
- Build and Run a Dynamic Report
- Example of Building a Dynamic Report
- Enhanced Drill Through in Dynamic Reports
- Template Notes in Dynamic Reports
- Dynamic Commentary
- Currency Display in Dynamic Reports
- Automatic Data Refresh
- Print Dynamic Report
- Exporting Dynamic Reports Output in Unprotected View
- View History from Reports
- Dynamic Reports Use Case
- Best Practices
- Dynamic Report Limitations
- Workforce Reporting
- Reports - References
- Dynamic Reports
- Overview
- Composition of a Dynamic Report
- Modify the Look and Feel of Dynamic Report Output
- How to Access the Format Pane
- An Explanation of Standard Formatting Functionality
- Cell Level Formatting Explained
- How to Reset Formatting Selections
- Situations When Formatting is Disabled or Can't be Applied
- How to Resize and Save Groups of Columns in a Dynamic Report
- Template Notes in Dynamic Reports
- How to Post a Comment
- Dynamic Reports Mapped to Planning Templates
- Dynamic Reports Mapped to Planning Templates Overview
- Copying Dynamic Reports
- How to Create and Modify Dynamic Reports
- Setting Up and Using Substitution Variables
- Limitations
- Overview
- How to Set Up Substitution Variables
- How to Use Substitution Variables in Dynamic Reports
- Dynamic Reports Options
- Best Practices and Tips
- References - Report Set
- Report Collection
- Financial Package
- Build and Run a Financial Package
- Reports User Guide
- File Cabinet
- Spotlight for Office
- Overview
- How to Log Into Spotlight for Office
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Copying Spotlight Formulas from an Excel View or Report to Word
- Copying Spotlight Formulas to PowerPoint using Copy Formulas
- Copying Spotlight Formulas to PowerPoint using Design PowerPoint Report
- Using Spotlight for Office
- Reports Administration Guide
- Dynamic Reports
- Dashboards
- Dashboards User Guide
- What are Dashboards
- Why Use Dashboards
- When to Use Dashboards
- How to Use Dashboards
- Dashboard Designer
- Using Consider Absolute Value Denominator Option for KPI Chart
- Using Dynamic Planning Data in a Dashboard
- Dynamic Report Chart
- Dashboard Read
- Saving Dashboards
- Refreshing Dashboards
- Using Filters
- Custom Color Schemes
- How to Build a Workforce Dashboard
- Setting Dashboards as Your Homepage
- View History from Dashboards
- Best Practices
- Dashboards User Options
- Dashboards Administration Guide
- Providing Users with Navigation Access to Dashboards
- Dashboards Reporting Area
- Use Dynamic Planning Data in Dashboards
- Dashboards Dimension Security
- Dashboards Scenario Security
- Dashboards Budget Entity Security
- Substitution Variables
- Pre-Defined Custom Members/Formulas
- Dashboard Sharing
- Edit Versus View Access to Dashboards
- Dashboards Versus Dynamic Reports
- Dashboard Updates
- Recommended Dashboards Screen Resolution
- Auditing Dashboards
- Best Practices
- Dashboards Administration
- Dashboards User Guide
- Planful AI
- Predict
- Budget Manager Experience
- Set Up Budget Managers
- Getting Started with Budget Manager Experience
- Sharing Templates with Budget Managers
- Manage Account Settings
- Track the Shared Templates
- Share Reports Via Link
- Predict in Budget Manager Experience
- Dashboards in Budget Manager Experience
- Workforce Planning Templates in Budget Manager Experience
- Maintenance
- Administration
- User & Role Management
- Scenario Setup
- Security Administration
- Configuration Tasks
- Workdays Setup
- Cloud Scheduler
- Customize Branding
- MyPlan Configuration
- Comments Manager
- Multi-Currency
- Hierarchy Management Overview
- Hierarchy Management Interface Overview
- Creating and Managing Additional Finance Hierarchies
- Adding Report Categories
- How-Tos
- Setting Up Attributes for Attribute Hierarchies
- Understanding Best Practices - Finance Hierarchies
- Understanding Reporting Members and Calculated Members
- Setting Up an Attribute Hierarchy
- Configuring OLAP Cube
- Understanding Example of How to Use Attributes
- Adding Another Level to Your Attribute Hierarchy
- Reflecting New Attribute Levels in Reports
- Setting Up An Attribute Used in Reporting and Enabling Drill Down to Dimension Member
- Mapping and Unmapping Workforce Planning Default Measures for Reporting Purposes
- Understanding Best Practices - Attribute Hierarchies
- Setting Up an Alternate Hierarchy
- Setting Up a Dated Hierarchy
- Entity Hierarchy Overview
- Sibling Hierarchies - Multiple Set of Books Overview
- Versioned Hierarchy Management in Dynamic Planning
- Exploring Additional Hierarchy Topics
- How-Tos
- Exploring the Frequently Asked Questions (FAQs) for Hierarchies
- FAQs for Hierarchies
- Planning Templates
- Global Fields
- Attributes
- Line Item Category
- Template Setup
- Template List
- Add Template
- Attribute Columns
- Deleting Attribute Columns
- Avoiding Mismatched Lines Between Sub and Main Templates
- Initiative Template Setup
- Time Sets
- Template Types
- How to Add a Global Template - Single Copy Template Type?
- How to Add a Global Template- Entity Copy?
- How to Add a Block Template Type?
- How to Add HR - Workforce Planning Template?
- How to Add an HR Template Type?
- How to Add an Allocation Template Type?
- How to Add a Capital Template Type?
- How to Add a Line Item Template Type?
- How to Add an Initiative Template?
- Template Examples
- Add Template
- Template Setup
- Mappings
- Spreads Set Up
- What To Do Once Template Setup is Complete?
- Template List
- Additional Template Information
- References
- What Are Time Sets?
- How to Configure Time Sets
- How to Create an Approval Role and Provide Users with Approval Role Access
- How to Provide Users with Scenario Access
- Attributes
- Applying Spreads to a Template Accessed via the Planning Control Panel
- Rules for Template RC Lines
- What are Spreads and How are They Used
- Initiative Template Setup
- Capital Template Setup
- How to Set Up a Line Item Template
- How to Set Up Line Item Categories
- How to Define a Time Set
- How to Set the Default Time Set
- Understanding the Template Setup Application Page
- What is Template Setup
- Template Column Types
- How to Map a Template to a Scenario
- How to Map a Template to an Entity
- What are Templates and Why are They Needed
- Template Types
- Description of Fields on the Template List Page
- Line Item Template Setup
- Spreads
- Template Setup Examples
- How to Access the Template List Page
- Opt In Features
- Publishing Templates
- Workforce
- Workforce Planning Setup
- Employees
- Adding Employees
- Add a Profile Picture to Employee Profile
- Reports Option for Employees
- Mass Update
- Using Customize Roster to Add Compensation Items
- Changing Budget Raise Percentage
- Employee Positions Outside of the Current Budget Cycle
- Automated Employee Processing
- Performance Statistics - Workforce Planning Employee Page
- Calculating Budget Review Date and Current Review Date
- Pop-up Message Introduced across all the windows in Workforce Planning Setup
- Create a Duplicate Employee
- Copy Employees
- Use Cases on How to Update Several Employees at Once
- How-Tos
- Compensation Groups
- Compensation Items
- Compensation Basis
- Marginal Benefit Calculation Setup Examples
- Situations When You Can't Edit a Compensation Item
- Understanding Pre-built Calculation Basis
- Linking to Global Fields
- How-Tos
- How to View Compensation Items in a Workforce Planning Budget Report?
- How to Set up 401k Match?
- How to Copy all Compensation Items and Rates from One Scenario to Another?
- How to Input Data Using the Direct Data Input Compensation Item?
- How to Lock Compensation Items to Prevent Modification?
- How Changes to Compensation Items Affect Running Scenarios?
- How to Update Compensation Items Loaded via Data Load Rules?
- How to Make the Bonus Expense Calculation Variable?
- How to Select Compensation Items for Calculating Wages?
- Employee Types
- Pay Plans
- Workforce Attributes
- User Access
- Employees
- Export Employee Data
- References
- Workforce Planning Admin Guide
- Configuring Workforce Planning
- Security Administration
- Workforce Defaults
- Add Employees & Details
- Templates
- Template Mapping
- User Access
- Reporting
- Workforce Planning Admin Options
- Understanding Tiers on Employee Attribute - Value in Hours per Period with Annual Cap
- Understanding Tiers on Employee Attribute - Value in Hours per Period
- Understanding Tiers on Employee Attribute - Value in Wages with Varying Annual Cap
- Understanding Rate x Hour
- Workforce Planning Admin Guide
- Workforce Planning Setup
- Capital Planning
- References
- Capital Planning Admin Guide
- Reporting
- Adding Assets
- Adding Finance Modes
- Adding Capital Templates
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- User Security
- Configuring Time Sets
- Scenario and Entity Mapping
- Adding Asset Categories
- Configuring Capital Planning Attributes
- Inputting Data via the Planning Control Panel
- Capital Planning Admin Guide
- References
- Rules
- Data Integration
- Actual Data Templates
- Translations Setup
- Export Data
- Transaction Details
- Data Load Rules
- Integration Services
- Clear Data
- Data Calculation Exceptions
- Additional Topics
- API Library
- Introduction
- Data Import
- Data Export
- Structured Planning REST APIs
- Workiva Integration
- Objects Overview
- API Compliance
- Client Application Platforms
- API Access Keys
- API Calls - Overview
- Core API Calls
- Utility Calls
- Objects
- API Methods
- Clear_Data API
- Load_Data API
- Transfer_Data API
- Segment APIs
- GLData_Retrieve API
- Login API
- GetSessionId API
- GetVersion API
- GetAllCurrencies API
- GetAllCurrencyTypes API
- GetAllSegments API
- Logout API
- Employee APIs
- Approval Role Setup APIs
- Scenario Access APIs
- Dimension Member Name Update API
- Bulk User and User Group Extract API
- Dimension Security APIs
- Dimension Security Update API
- MapEntity API
- Refresh Preloaded Data API
- Best Practices and Tips
- Enumerations
- Validate Source Segment API
- Transaction Data Extract APIs
- Planful API Library
- Source Segment API
- Report Administration
- Application Audit
- Application Audit Details - Audit Area
- References
- User & Role Management
- How to Access the User and Role Management Application Page
- Navigation Role and Access
- Manually Add a User to Planful
- Exporting Navigation Role Summary and Detailed Reports
- Locking Users and Preventing Sign On to Planful
- Copy An Existing User
- Approval Roles
- Consolidation Security
- User Groups
- Scenario Access
- Add-In Security (Optional)
- Data Integration Security
- Dimension Security Configuration
- Workforce Reporting Security
- Understanding the User Management Interface - Approval Role
- Understanding the User Management Interface - User Add Page
- Understanding the User Management Interface
- Understanding the User Management Interface - Navigation Role
- Purpose of User and Role Management
- Scenario Setup
- Security Administration
- Configuration Tasks
- Workdays Setup
- Auditing the Application
- Rules - References
- Simulation Engine Guide
- What is Simulation Engine?
- When to Use Simulation Engine
- Why Simulation Engine is Needed
- How to Create a Simulation Engine Process
- How to Add Template - Entity Combinations to a Simulation Engine Process
- How to Schedule a Simulation Engine Process via Cloud Scheduler
- Copying Simulation Engine Processes From the Default Scenario to Other Scenarios
- Additional Features Available for Simulation Engine
- Simulation Engine Guide Summary
- FAQs
- Simulation Engine Guide
- Data Integration - References
- Data Load Rules
- Web Services / Boomi
- Actual Data Templates
- Integration Services
- Working with Custom Parameters for Integration Service Processes
- Adding an Integration Service Process
- Completing the Integration Services Configuration Task
- Providing Navigation Access to the Integration Services Application Page
- Editing, Deleting and Copying Integration Service Processes
- Introduction
- Cloud Services
- Transaction Details
- Google Drive
- NetSuite Integration
- FTP/SFTP Connector
- Cloud Services
- Data Integration Admin Guide
- Admin Guide to Loading Data to Planful
- Cloud Scheduler Ref.
- What is Cloud Scheduler
- How to Provide Users with Access to Cloud Scheduler
- How to Add A Process Flow
- Understanding Process Flow and Job Manager
- Description of Fields on the Process Flow Page
- Auditing Process Flows
- Overriding Substitution Variables for Report Collections and Financial Package When Running a Process Flow
- Description of Fields on the Job Manager Page
- Currency-Ref
- Difference Between Common Currency, Local Currency, and Interim Currency
- Currency Use Case - Common Currency vs. Local Currency
- Decision Hub Summary
- Interim Currency
- Currency Setup
- Currency Type Setup
- Currency Type and Currency Type Exceptions
- Mass Loading Currency Exceptions
- Loading Exchange Rates Using Data Load Rules
- Cube Settings
- Report Administration Guide
- MyPlan Admin Guide
- User & Role Management
- Administration
- Release Updates
- Release Notes
- 2025 Release Notes
- 2024 Release Notes
- 2023 Release Notes
- 2022 Release Notes
- 2021 Release Notes
- 2020 Release Notes
- 2019 Release Notes
- 2018 Release Notes
- 2017 Release Notes
- December 17 Maintenance Release
- 2.3.1 Modeling Release Notes, December
- Fall 17 Release Notes
- 2.3 Modeling Release Notes, November
- October 17 Maintenance Release
- 2.2.2 Modeling Release Notes, October
- September 17 Maintenance Release
- Summer 17 Release Notes
- 2.1.2.2 Modeling Release Notes, July/August
- July 17 Release Notes
- 2.1.2 Modeling Release Notes, July
- June 17 Release Notes
- 2.1.1 Modeling Release Notes, June
- Spring 17 Release Notes
- 2.1 Modeling Release Notes, May
- April 17 Release Notes
- 2.0.2 Modeling Release Notes, April
- March 17 Release Notes
- 2.0.1 Modeling Release Notes, March
- Winter 17 Release Notes
- 2.0 Modeling Release Notes, February
- January 17 Release Notes
- 1.9.2 Modeling Release Notes, January
- 2016 Release Notes
- Planning/Consolidation/Reporting December 16 Release Notes
- 1.9.1 Modeling Release Notes, December
- Planning/Consolidation/Reporting Fall 16 Release Notes
- 1.9 Modeling Release Notes, November
- Planning/Consolidation/Reporting October 16 Release Notes
- 1.8.2 Modeling Release Notes, October
- Planning/Consolidation/Reporting September 16 Release Notes
- 1.8.1 Modeling Release Notes, September
- Planning/Consolidation/Reporting Summer 16 Release Notes
- 1.8 Modeling Release Notes, August
- Planning/Consolidation/Reporting July 16 Maintenance Release
- 1.7.2 Modeling Release Notes, July
- Planning/Consolidation/Reporting June 16 Maintenance Release
- 1.7.1 Modeling Release Notes, June
- Planning/Consolidation/Reporting Spring 16 Feature Release
- 1.7 Modeling Release Notes, May
- Planning/Consolidation/Reporting April 16 Maintenance Release
- 1.6.2 Modeling Release Notes, April
- Planning/Consolidation/Reporting March 16 Maintenance Release
- 1.6.1 Modeling Release Notes, March
- Planning/Consolidation/Reporting Winter16 Release
- 1.6 Modeling Release Notes, February
- Planning/Consolidation/Reporting January 16 Maintenance Release
- Enhancements to Application Behavior
- 1.5.2 Modeling Release Notes, January
- Release Notes
- Additional Resources
- 15 Minutes to read
- Print
- DarkLight
- PDF
2.1 Modeling Release Notes, May
- 15 Minutes to read
- Print
- DarkLight
- PDF
SpotlightXL Add-In Installation Format using ClickOnce
The SpotlightXL Add-In installation is now available in Microsoft ClickOnce form. ClickOnce allows the user to run an installation program one time to install SpotlightXL and thereafter to receive updates to SpotlightXL automatically.
With this release, the SpotlightXL Add-In will be distributed in two ways.
Option 1: Current process, which was introduced in Release 2.0.2. The format of the Add-In is MSI and it is installed with InstallShield. Once we complete the release every month, we will distribute the latest Add-In in MSI, and users can download and install the Add-In. Users must still use Control Panel to uninstall the previous release before running the new InstallShield MSI file. The Add-In will be posted in the community and the support portal.
Option 2: This format is called ClickOnce. This format automates the process of updating the Add-In each month. Instead of uninstalling the old Add-In, downloading the new Add-In, and then installing the new Add-In each month, users set it up once and then allow the updates to be installed automatically going forward. Once we complete the release every month, we will distribute the latest Add-In in ClickOnce. When users start Excel, SpotlightXL will look for a new Add-In and then automatically uninstall the old Add-In and install the newly available Add-In.
Option 2 is recommended for all users. Below are some examples.
Example 1
User A installs the ClickOnce Add-In in May-17. Then when we release the June-17 Add-In, User A does not have to do anything because Excel automatically installs the latest Add-In.
Example 2
User B installs the InstallShield MSI Add-In in May-17. Then when we release the June-17 Add-In, User B has to uninstall the May-17 Add-In with Control Panel and then install the June-17 Add-In.
Example 3
User C is a new user and has not installed the SpotlightXL Add-In yet. User C can install ClickOnce in May-17 and receive automatic updates going forward. This option is recommended for all new users.
Example 4
User D already has the SpotlightXL Add-In installed from previous months, but wants to automate the Add-In installation going forward. User D has to uninstall their Add-In using Control Panel, and then install the May-17 ClickOnce Add-In.
Example 5
User E installs the ClickOnce Add-In in May-17 and gets the latest Add-In in June-17 automatically. If the user does not want to get the latest Add-In automatically in July-17, then User E can uninstall ClickOnce, uninstall the current Add-In, and then install the June-17 InstallShield MSI Add-In so that the process will be manual going forward.
Key Points
Option 1 is controlled by the user and very manual. It requires local admin privileges on the machine to uninstall and install the Add-In.
Option 2 is automated and does not need any local admin privileges. We highly recommend users to choose Option 2.
URLs
Below you can see the URLs for ClickOnce and InstallShield MSI:
Naming convention for ClickOnce:
https://s3-us-west-1.amazonaws.com/modeling-add-in/auto-install/SpotlightXL_<ReleaseMonthandYear>.exe
Example:
https://s3-us-west-1.amazonaws.com/modeling-add-in/auto-install/SpotlightXL_May2017.exe
Naming convention for InstallShield MSI:
https://s3-us-west-1.amazonaws.com/modeling-add-in/msi/SpotlightXL_<ReleaseMonthandYear>_msi.exe
Example:
https://s3-us-west-1.amazonaws.com/modeling-add-in/msi/SpotlightXL_May2017_MSI.exe
How to Use the ClickOnce Install
When installing ClickOnce for the first time:
Download the SpotlightXL Add-In.
Run SpotlightXL_May2017.exe.
Click Install.
When installation is complete, click Close.
Going forward, updates are installed automatically.
If you try to run SpotlightXL_May2017.exe a second time, the installer looks to see if you already have the latest release, and if so, displays the following message:
"The latest version of this customization is already installed."
Change Data Tracking
In this release, we are introducing Change Data Tracking. This feature marks leaf-level data as dirty whenever it is changed, such as through user input, calculations, or data load. When the next full aggregation (Aggregation, None) is performed, only the rollups with dirty leaf-level data are aggregated. This makes full aggregations faster.
Enabling Change Data Tracking is helpful in cases where users are updating one or two department’s data and need to run a full aggregation to see the data rolled up against all departments. Once Change Data Tracking is enabled, the application will track which data blocks are changing. When a full aggregation is run, instead of running the aggregation for the entire model, the system will run aggregation only for the blocks that changed (in this case, the departments that changed and the dependent rollup members), so the total aggregation process will take less time.
Change Data Tracking is available for all applications, but it is turned off by default for each individual model. You must turn this feature on for models that will use Change Data Tracking.
Here are the overall steps to use Change Data Tracking.
Select a model.
Run a full aggregation (Aggregation, None) on the model. This ensures that data is clean to begin with.
Turn on Change Data Tracking for the model. Thereafter the feature works seamlessly.
Whenever you aggregate going forward, do a full aggregation to get the full benefit of this feature.
How It Works
This feature tracks changes to the data blocks; that is, it marks leaf-level data as dirty whenever it changes. The changes may be due to actions such as saving data entries, running a calculation, or loading data from an external source.
When a full aggregation is run, it aggregates only those blocks that have changed. (Blocks are formed from the dimension intersections of all Value dimensions in the model.) If few changes have been made since the last full aggregation, it will run faster. Once the aggregation is completed, all the dirty flags are cleared and the data is assumed to be clean again.
Enabling Change Data Tracking
Either an administrator or a designer can enable Change Data Tracking for a particular model.
Login to the model. The model must be of type Master or Analytic.
Ensure that there are no calculations running on the model and that there are no active users or processes that are modifying data.
Run a full aggregation (Aggregation, None) before the feature is turned on. Wait for the aggregation to be completed before continuing. Failure to complete this step will result in incorrect rollup values.
Go to Model > Setup.
Select the model from the Model list box.
Enable Change Data Tracking. Select Yes.
Click Save.
If in the future, you decide that you do not want to use Change Data Tracking, you can set Enable Change Data Tracking to No for the model.
Aggregation with and without Scope
Change Data Tracking is intended to be used with full aggregations, that is, aggregations without scope (Aggregation, None). A full aggregation looks at all blocks to determine which blocks contain dirty data, and it aggregates those blocks and the dependent rollup blocks that need to be aggregated due to changes in the leaf-level data. Blocks without dirty data are skipped. After a full aggregation is completed, all the dirty flags are cleared.
You may have existing defined calculations that contain aggregations with scope. These aggregations ran faster in the past than full aggregations because they limited the number of blocks that would be calculated. For example, Aggregation, BudgetScope. If you run an aggregation with scope with Change Data Tracking Enabled, Modeling looks at the blocks within the scope to determine which blocks contain dirty data, and it aggregates those blocks. Blocks without dirty data are skipped. However, the dirty flags are not cleared after the scoped aggregation.
Best Practice
Perform full aggregations regularly. Because this feature performs optimized aggregations based on tracked changes to leaf data, it is best to aggregate regularly so the amount of dirty data stays within reason. If you never run a full aggregation, the aggregation performance will deteriorate with time. That is, it will become closer and closer toward a full non-optimized aggregation over time. Additionally, scoped aggregations do not clear the dirty flag. Therefore, we recommend performing full aggregations regularly or completely switching to using full aggregations instead of scoped aggregations whenever you need to aggregate.
Calculations with ClearRollupData
If you run a calculation containing the command ClearRollupData on a model, Change Data Tracking is effectively turned off temporarily for that model. Because all affected rollups and potentially their leaf members (if MemberAndBelow is used) are cleared, Modeling assumes that all rollups need to be aggregated again. Therefore, the next aggregation will not be optimized. Change Data Tracking will resume after the next full aggregation.
Calculations with ClearLeafData
If you run a calculation containing the command ClearLeafData on a model, all affected blocks are marked as dirty in that model.
Backup and Restore
When you run a Backup process, dirty flags are not included in the backup and the fact that Enable Change Data Tracking was set to Yes is not backed up. When you restore a model from backup, the model will have Enable Change Data Tracking set to No by default. You will need to do a full aggregation and re-enable the feature in the restored model.
Pausing Change Data Tracking
The following actions have the effect of turning Change Data Tracking off temporarily.
Running ClearRollupData on a model
Updating the hierarchy when the model is locked
Using APIs with modeling, model, clear, and data
Change Data Tracking will resume after the next full aggregation.
Forcing a Full Non-Optimized Aggregation
If you want to run a full aggregation of all blocks in the model, here is the best practice:
Run a calculation containing ClearRollupData. Wait for the calculation to be completed before continuing.
Run a full aggregation.
Change Data Tracking Impact
Operations that mark leaf-level data as dirty:
A user changes leaf-level data and saves it from a view or report
A calculation changes leaf-level data with a formula
Leaf-level data is changed from running a map
Leaf-level data is changed from a data load from the API or Data Load screen
Leaf-level data is changed in a Master model from data from HACPM
Leaf-level data is changed from a data load from an external source model
Leaf-level data is changed from an import
Operations that clear all dirty flags:
Running a full aggregation
Running a calculation containing ClearAllData on a model
Running a calculation containing ClearModel on a model
Operations that mark all affected data as dirty:
Running a calculation containing ClearLeafData on a model
Operations that pause Change Data Tracking and force the next aggregation to be a full aggregation:
Running a calculation containing ClearRollupData on a model
Updating the hierarchy
Operations that turn off Change Data Tracking:
Restore from backup
HACPM
HACPM is a special model that takes metadata and data from Host Analytics Applications and then acts as a source for moving that data into a Modeling model. Enable Change Data Tracking is not available on HACPM.
Ability to Delete Views and Reports from Folder Structure
With this release, you can delete views and reports directly from the folder structure. This feature is available in SpotlightXL as well as the web front end.
Note: If you delete a view or report that is used in an existing workbook, remember to also delete the tab in the workbook. Otherwise, when you click Refresh or Refresh All in the workbook, you will see an error message because the view or report has been deleted.
To delete a view:
Select the Analyze task and the Data or Design View subtask.
Click on the folder structure, select the view and right-click.
Select Delete.
SpotlightXL asks you to confirm that you want to delete the view.
Click Yes or No.
To delete a report:
Select the Report task and the Run or Design subtask.
Click on the folder structure, select the report and right-click.
Select Delete.
SpotlightXL asks you to confirm that you want to delete the report.
Click Yes or No.
Modify Descriptions from Model Setup Page
In Release 2.0.2, the Model Setup page was enhanced to include descriptions of artifacts associated with the model. In this release, you can edit the descriptions from the Model Setup page.
In the example below, the descriptions highlighted with yellow background can be edited on the Model Setup page. Click Save when done.
Update to Model Validation Report
Many users use Modeling to integrate with the Host Analytics Core applications. These users regularly refresh metadata and data in their model with metadata and data from the Core applications. To help users identify dimension members whose codes have changed in the latest metadata refresh, a separate table is being added to the Model Validation Report under the heading Member Code Changes.
To run model validation:
Select the Model task and the Model Administration subtask.
Select Validation.
Select the model from the Model drop-down list, or click Refresh. This begins the validation process.
The resulting list shows where there are error conditions.
Excel-based Reporting Comparison to Views and Reports
Release 2.0.2 included Excel-based Reporting for the first time. Based on customer feedback, the following additional information is being provided regarding when to use this feature.
The table below highlights the similarities and differences between views, reports, and Excel-based reports.
View | Report | Excel-Based Report |
---|---|---|
Interactive query and analysis | Formatted report with restrictions on page, row, and column axes placement | Formatted report with no restrictions |
Excel and web interface | Excel and web interface | Excel interface |
No formatting | Support for most commonly used formats | Support for a wide variety of Excel formats |
Reference data from one model | Reference data from multiple models | Reference data from multiple models |
Save data to a single model | Save data to multiple models | No saving of data |
Runs calculation process | Runs calculation process | No running of calculations |
Drill Through data is supported | Drill Through data is supported | Drill Through data is not supported |
Model and dimension security are supported | Model and dimension security are supported | Model and dimension security are supported |
|
| Publishing to the cloud is supported |
AppendMetadata Update
The previous release had an issue with AppendMetadata that has been resolved in Release 2.0.3. When there were duplicate rollups in the Core Planning source, when loaded into Modeling, the second instance of the rollup was not being appended properly into the master model.
The images below show the behavior before and after the resolution provided in this release.
Click to enlarge
Click to enlarge
Master and Analytic Data Load API Change
We have added an optional configuration to add missing leaf dimension members to the corresponding dimension in the Master and Analytic Model Data Load API.
The flag in the API adds missing leaf dimension members, if any, and then loads the data. Specify true or false.
<add-missing-dimension-members>true</add-missing-dimension-members>
Additionally, you can specify where the additional leaf dimension members should be added.
<missing-dimension-members>
<entry>
<key>dimensionname</key>
<value>rollupname</value>
</entry>
</missing-dimension-members>
Insert the <entry> ... </entry> section for each dimension that you want to specify where new members should be added.
Use Case 1:
This will continue the data load even if there are any missing leaf dimension members or invalid numbers found in the data load and will only load the data with the valid dimensions members.
<continue-on-error>true</continue-on-error>
Use Case 2:
This will continue the data load even if there are any missing leaf dimension members or invalid numbers found in the data load. Then it will add missing leaf dimensions members to the corresponding dimensions and will load the data.
<continue-on-error>true</continue-on-error>
<add-missing-dimension-members>true</add-missing-dimension-members>
Use Case 3:
This will continue the data load even if there are any missing leaf dimension members or invalid numbers found in the data load. Then it will add missing leaf dimensions members to Dimension1Name and Dimension2Name and will load the data. The sample payload is provided below:
<?xml version="1.0" encoding="UTF-8"?>
<load-data-payload>
<model-name>Base</model-name>
<delimiter>|_|</delimiter>
<aggregate-flag>true</aggregate-flag>
<continue-on-error>true</continue-on-error>
<add-missing-dimension-members>true</add-missing-dimension-members>
<missing-dimension-members>
<entry>
<key>Dimension1Name</key>
<value>RollupMemberName</value>
</entry>
<entry>
<key>Dimension2Name</key>
<value>RollupMemberName</value>
</entry>
</missing-dimension-members>
This section is optional. If this item is not included, the missing leaf dimension members will be added to DLR_DimensionName, if it exists. Otherwise, DLR_DimensionName is created and the additional leaf dimension members are placed there. This occurs in each corresponding dimension with new members.
Known Issues
2641 | The InstallShield MSI installer is not working on Windows 32-bit Operating Systems. |
2611 | Cascade Reports will not work as expected if the user deletes a Dimension or an Attribute from the Model. |
2610 | Updating a Calculation Description when it is running is not supported. |
2492 | If a report which is saved in an excel work book(offline) is renamed then users need to reload that report into the Excel workbook. Best practice is to refresh all reports in the saved workbook before renaming any report. |
2421 | Excel "Compatibility Mode" is Unsupported |
2354 | Snapshot email link will not work for users with SSO integration if they are not logged into the application. As a workaround they should log into the application and then access the Snapshot email link. |
2276 | If user makes any changes to the report (ex:- formatting, adding rows or columns, deleting rows or columns) after running it and then take a Snapshot then user will not see all the changes made to the report and in some cases the snapshot will look weird. We recommend users to take Snapshots without making any changes to changes to the report after its executed |
2113 | Integration between Planning & Modeling applications from web interface is best supported in Google Chrome browser. Users cannot navigate from Planning to Modeling if Internet Explorer compatibility mode is turned on. |
2080 | If users are using Firefox browser, right clicking an item in the Folder structure may display an incorrect menu. |
1845 | If POV member defined is removed or renames, it cannot be fixed in report design mode and error is displayed. |
1492 | Using special characters for the model name results in errors. |
1464 | When suppress rows/columns is enabled, If Dimension Members and Data Intersection are available in same column/row in a report then dimension members will be suppressed along with data intersections. |
1457 | In some cases Suppress blank rows/columns is not working as expected when Groups are expanded in the report. |
1455 | Suppress blank rows/columns is not supported in Spotlight (i.e. Web Interface). |
1454 | In Some cases Suppress blank rows / columns is not working as expected if groups and freeze panes are enabled in the Report. |
1446 | Unable to navigate to Design View after rename or remove HostAnalyze worksheet. |
1406 | Excel 2016 Chart Problems. |
1322 | Unable to cascade with substitution variables. |
1321 | Substitution variables are not working as expected in Cascade Report. |
1273 | Cascade Report has inconsistencies with Filters. |
1144 | Freeze Panes location should not be outside of the sheet viewable range. |
687 | Modified Report definition by removing months column still retain after Refresh. |
The following Known Issues are specific to Excel-based Reporting:
2518 | Reviewer user has no access to Publish Excel-based reports. |
2302 | If there are any Snapshots in the workbook then Convert Entire Workbook option will not convert the workbook. |
2097 | When using Design Manager, Update button is enabled only after entering a valid New Value and hitting enter. |
1887 | It takes over 1 - 3 min to open 22 MB Excel workbook. |
1755 | Locking / Scaling is not applied when converting a Formatted Report to Excel-based Report. |
1699 | It may takes up to couple of hours to Capture Entire Workbook with 30 worksheets and ~7000 data cells or more cells |
1698 | Message shows 'Please contact administrator...' when select Refresh after session timeout. |
1672 | Provide an option to reset the Excel workbook so users can upload using a different Report Template. |
1624 | Unable to download the same report as it's being used by another process. |
1550 | Errors when Capture Data as SpotlightXL Formulas with a cascade report. |
Resolved Issues
2636 | When SpotlightXL is in a connected state and the user is doing Edit Links/Change Source in Excel, SpotlightXL produces errors. |
2606 | When Excel is being automated by third party software, the interoperability with that software fails. |
2605 | Excel-based Reporting does not work on 32-bit Excel/32-bit Windows. |
2567 | If there is a server error while a calculation is running, the calculation status is not cleared properly. |
2553 | Save As report is improperly validating the calculation saved in the report properties, even if the calculation is set to None. |
2483 | Performance issues exist when Attributes are mapped and the view is showing leaf members. |
Table of contents
- SpotlightXL Add-In Installation Format using ClickOnce
- Change Data Tracking
- Ability to Delete Views and Reports from Folder Structure
- Modify Descriptions from Model Setup Page
- Update to Model Validation Report
- Excel-based Reporting Comparison to Views and Reports
- AppendMetadata Update
- Master and Analytic Data Load API Change
- Known Issues
- Resolved Issues