- 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
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- How to Add a Global Template - Single Copy Template Type?
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- How to Add a Block Template Type?
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- How to Add an HR Template Type?
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- Template Examples
- Add Template
- Template Setup
- Mappings
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- What To Do Once Template Setup is Complete?
- Template List
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- References
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- How to Configure Time Sets
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- 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
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- How to Set Up a Line Item Template
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- 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
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- Changing Budget Raise Percentage
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- 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
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- Export Employee Data
- References
- Workforce Planning Admin Guide
- Configuring Workforce Planning
- Security Administration
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- 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
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- Translations Setup
- Export Data
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- API Library
- Introduction
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- Application Audit Details - Audit Area
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- User & Role Management
- How to Access the User and Role Management Application Page
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- Locking Users and Preventing Sign On to Planful
- Copy An Existing User
- Approval Roles
- Consolidation Security
- User Groups
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- 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
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- Simulation Engine Guide
- Data Integration - References
- Data Load Rules
- Web Services / Boomi
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- Adding an Integration Service Process
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- Introduction
- Cloud Services
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- Data Integration Admin Guide
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- Cloud Scheduler Ref.
- What is Cloud Scheduler
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- 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
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- Release Updates
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- December 17 Maintenance Release
- 2.3.1 Modeling Release Notes, December
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- 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
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- 2.1.1 Modeling Release Notes, June
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- 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
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- 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
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Additional Features
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There are additional functionalities available in the Reports section, such as:
Multi-tab Reporting
Multi-tab reporting allows you to open multiple tabs with different reports.
- To open multiple tabs with different reports, select Report > Run.
- Select the report from the Report list box.
- Add another tab by clicking the + icon to the right of the tabs.
- Select Report > Run, then select another report from the Report list box. The tab name will be updated with the report name.
To display the same report in multiple tabs, perform the same steps above, but select the same report from the Report list box.
You can save your workbook with multiple tabs displaying and use this as a starting point for future analysis and reporting with updated data. Open the workbook and update all open reports by selecting the Refresh All Open Reports option shown below. In addition, you can update each report individually by selecting the Refresh option on each tab, if desired.
Cascade Reporting
Cascade Reporting is a method of report design that eases ongoing maintenance by letting you indicate that you want a dimension and all its children, or all its members, rather than specifying each member explicitly in the report. When members are added, deleted, or moved in the dimension, the changes take effect the next time the report is run.
Cascade Reporting uses relationship filters (such as children of a selected member), which minimizes report maintenance when new members are added to the dimension hierarchies. You can set up one or more rows of data to be displayed for each cascaded dimension member.
For example, you add a newly acquired organization to the Company dimension, which is cascaded in a report. The new organization is automatically included the next time the report is run. This is done by specifying the dimension to cascade from, defining a grouping of rows, called a block, that will be repeated for each cascaded member, and specifying a relationship filter that defines how to cascade the dimension. For each dimension member that meets the criteria in the filter, the block of rows is repeated in the report at run-time.
Cascade dimensions can be defined only on row dimensions. We do not support cascaded column dimensions.
Cascade Options and Filters
Cascade Reporting works well on dimensions with member hierarchies that change or have new members added regularly, such as a Product dimension. Using filters, you can precisely specify which members of the cascaded dimension should appear in the report.
In Practice
- Select all cells in the report.
- Click Design Manager.
- On the Cascaded dimension, click the Selection icon, then select Filters.
The following table provides information on the Cascade options.
Action | Description |
---|---|
Select Member | Select a specific member to display in the report. For example, the dimension is Time and you have 5 members within Time (2019, 2020, 2021, 2022, and 2023). You want data only for 2022 displayed so you select that member. |
Filters | Using Filters, you can precisely specify which members of the cascaded dimension should appear in the report. Select from the following options. None – Only the member selected is displayed. Children of <Member> – The children of the specified member are displayed in the report. The specified member is not displayed. Sel + Children of <Member> – The children of the specified member are displayed in the report, as well as the specified member. The specified member is listed at the top of the report. AllChildren of <Member> - The children, grandchildren, and all other descendants of the specified member are displayed in the report. The specified member is not displayed. Sel + AllChildren of <Member> - The children, grandchildren, and all other descendants of the specified member is displayed in the report, as well as the specified member. The specified member is listed at the top of the report. Leaves of <Member> - The leaf members in the hierarchy under the specified member are displayed in the report. The specified member is not displayed. Sel + Leaves of <Member> - The leaf members in the hierarchy under the specified member are displayed in the report. The specified member is listed at the top of the report. Note that no other parent-level members under the specified member are included in the report. |
Insert New Member | Above – Select to add dimension members to the report above the cascaded rows. For example, you have a report with a cascaded dimension Time, and the filter None for selected member 2014. You want to show 2013 above 2014 in the report. By adding 2013 Above the cascaded dimension, it appears as another block above 2014. Below – Select to add dimension member to the report and Below the existing selected dimension member. |
Insert Subtotal | Adds a row to the report and provides a subtotal of the data in the columns. The Subtotal disregards the rollup operators on the members and simply does a sum of all the numbers in each column. To delete the Subtotal, select the Subtotal row in the Design Manager, use the Selection icon, and click Delete. |
Delete | Delete the member from the report definition. Use this option to delete excess members listed under the cascaded dimensions. |
Move | Top / Up – Move the dimension member up one place or to the top of the report. Down / Bottom - Move the dimension member down one place or to the bottom of the report. |
Creating a Cascade Report
To create a cascade report, begin by opening a View that has the dimension you want to cascade on the row axis.
In Practice
- Select the Analyze task and the Data subtask.
- Select the View.
- Select Design With > Report.
- Select the entire spreadsheet as shown below.Note:It is important when using Cascade Reports to select the entire spreadsheet before selecting the Design Manager to ensure the dimensions are represented correctly if the cascade option is used.
- Click Design Manager.
- On the Design Manager page, Cascade is available for row dimensions. Select the Cascade check box for the Company dimension.
- If Account was selected, Company would have automatically been selected as well because Account is nested (to the right of Company). Nested dimensions are referred to as inner dimensions. The outer dimension of this report is the Company. Click the Selection icon to specify the Cascade options.
- For this example, click Select Member.
- The Member Selection page appears. Click on DecisionWorks Corporate and then click Select.
- Click the Selection icon. Select Filters.
- Select Sel+ Children of DecisionWorks.
- Click Update. Notice that the Company dimension is preceded by “Cascade”. This indicates that it is a cascading dimension.
- Apply formatting. For example, highlight cells in green and make the font larger.
- Click Save.
- Enter a name for the report and click save.
- Select the Run subtask to execute the report and apply cascading functionality.
Notice that the parent company (DecisionWorks Corporate) is at the bottom of the report. When including a parent member as done in step 11, the parent is always displayed at the bottom of the report.
Adding Grouping Functionality to a Cascade Report
Add row and column groupings; as long as the groupings are defined within the Cascade Block to a Cascade Report. The Cascade Block is comprised of the row which starts with a cascaded dimension to the ending innermost dimension member. For example, cell B3 through cell F23.
Let’s say you’ve designed the following Cascade Report.
When you run the report, the output will look as follows in the image below.
If you save the report with the groups collapsed or expanded, the Cascade Report will save along with the report definition. When you refresh, the group will either be expanded or collapsed based on what you defined during the report design.
Here is an example with a group-expanded design:
Here is an example with a groups collapsed design:
In Practice: Grouping Rows in SpotlightXL
- Select the rows you want to group.
- Click the Data tab.
- Click the Group option.
- Return to the SpotlightXL tab.
In Practice: Ungrouping Rows in SpotlightXL
- Select the rows you want to ungroup.
- Click the Data tab.
- Click the Ungroup option.
- Return to the SpotlightXL tab.
See Also: Cascade Reporting
This feature does not work when you have a 1-row cascade report design as shown below.
Updating a Cascade Report
Click the Report task and the Design subtask, then select the report you want to update. Select the entire worksheet and click Design Manager. Update as needed and click the Update button. When returned to the worksheet, Updated indicators are displayed.
You can have one report with Cascade dimensions and each dimension member can have a different filter. In this example, the Cascade dimension is Company, parent, and children are applied to DecisionWorks Golf, children are applied to DW Golf Eliminations, and None is applied to North America, Europe, and Asia-Pac.
You can also select several Cascade dimensions for one report as shown below.
Cascade Support for Excel Formulas
Excel formulas in the report are honored in a Cascade report in the following circumstances:
- The formulas are inside the block.
- The formulas are on the row immediately following the block.
The following example shows Excel formulas inserted into columns showing the percentage of the total.
When the report is run, the formulas are calculated using the data retrieved from the model. The formulas are retained.
The following example shows Excel formulas inserted in the row below the data.
When the report is run, the formulas are calculated using the data retrieved from the model. The formulas are retained.
Cascade Support for Subtotals
Subtotals are available for cascaded dimensions. When you insert a Subtotal, a row is added to the report with subtotals of the data in the columns. The Subtotal disregards the rollup operators on the members and simply does a sum of all the numbers in each column.
To delete the Subtotal, select the Subtotal row in the Design Manager, use the Selection icon, and click Delete.
After you click Update, you see the Subtotal row added to the report.
After you run the report, you see Subtotals under each block of cells.
Cascade Support for Saving Data, Saving Data and Running a Calculation, and Breakback
Cascade reports support saving data, whether through data entry or Breakback operations. You can use the standard Calculation on Save options, including saving data in multiple models, running a calculation after saving the data, and running a calculation without saving data. As with non-cascade reports, data can be saved only on leaf-level cells. Dimension security is honored.
For general information on enabling Data Save options, see Enabling Menu Items in Views and Reports: Save Data and Breakback.
In the following example, a report has leaf members on the page axis and column axis. The row axis has the dimension Product, and the filter selected is Leaves of Product. This ensures that leaf-level data appears in the report. Report Properties allow data to be saved and a calculation to be run. Additionally, note that Suppress Rows and Columns are set to No since the user may want to enter data into those cells.
When the report is run, the Save Data and Breakback buttons are provided on the menu ribbon. The user can enter data and click Save Data when complete.
Cascade Support for Drill-Through
When creating a report using data from a Master model, you can use Drill-Through from any of the data cells in a cascading report.
Cascade Support for Suppress Rows and Columns
Cascaded dimensions automatically have blank rows suppressed. You may want to also specify to suppress Zero rows in the report properties.
In the following example, the highest-level parent in the Account dimension has no data because it was defined with a null rollup operator (). The account is a cascaded dimension defined as Sel+ Children of Account.
If Suppress Rows and Suppress Columns are set to None, when the report is run, you see blank data for Account and #DIV/0 for the percentage calculations.
If Suppress Rows is set to Suppress Both - Zero and Blank, when the report is run, you no longer see the #DIV/0 errors, but you also lose the top row of each block because the Account is blank.
The solution is to specify that the Account dimension be cascaded as Children of Account so that the Account member is not included. With Suppress Rows set to Suppress Both - Zero and Blank, when the report is run, you see a complete set of data.
Remove Inner Block Rows
If you use the "Suppress Rows" feature in a Cascade report, any rows that don't have any data will be hidden. However, if there is any data in a row, the entire block will be visible, including any cells that contain formulas but don't have data. This means that those cells will not be suppressed and will be displayed as intended.
You can select or deselect the Remove Inner Block Rows option available in the Selection menu of the Design Manager for a Cascade Report. This option is selected by default. If you deselect this option, the rows are hidden and not deleted.
Report Design - If you deselect the Remove Inner Block Rows option.
Report Output in Run mode: Blank and Zero rows are hidden in the report. They are not deleted. This will ensure that any dependent Excel formulas will not impact the overall report.
Report Design:- If you select the Remove Inner Block Rows option.
Report Output in Run mode: Blank and Zero rows are not included in the report. This is applicable when the inner block does not have any dependent Excel formulas in the inner block that might be affected.
In Practice: Selecting the Remove Inner Block Rows Option
- In SpotlightXL, select the Analyze task and the Data subtask.
- Select the View.
- Select Design With > Report
- Select the entire spreadsheet.Note:It is important when using Cascade Reports to select the entire spreadsheet before selecting the Design Manager to ensure the dimensions are represented correctly if the cascade option is used.
- Select all cells in the report.
- Select all cells in the report.
- Click Design Manager
- For the dimension that you want to use Cascade, click the Cascade checkbox.
- On the Cascaded dimension, click the Selection icon and select or deselect Remove Inner Block Rows
Cascade Support for Leaf Levels with Data Only
Cascade reporting provides functionality similar to Zoom In to Data Leaf Levels in Views.
When a cascade report is run, you can see only rows that have data at the leaf level. Additionally, rows that do not have data are removed from the report so that they do not consume excess data analysis cells unnecessarily. (The maximum number of Analysis Cells is specified in Application Settings.)
In Practice: Setting up the Cascade report to show data at leaf levels only
- Run the report with cascaded dimensions on the row axis.
- Select Report > Design.
- Select all cells in the report, then click Design Manager.
- Set the cascaded dimensions to a filter of 'Leaves of' the dimension then click Update.
- Click Report Properties and set Suppress Rows to Blank, then click Save.
Now you can run the report.
For information on Zoom In to Data Leaf Levels in Views, see Dynamic Planning: How to Find Data Cells Quickly.
Cascade Support for Attributes
Cascade Reporting supports attributes in two ways:
- An attribute can appear on the page or column axis in a report with cascaded dimensions on the rows.
- An attribute can be cascaded on the row axis.
In the following example, Region is an attribute of the Company dimension. The region appears in the row axis and is cascaded.
Indent Row Members
You can indent all inner block dimension members in a Cascade report based on the levels defined in the dimension. This functionality indents the inner block members based on their levels defined in the hierarchy.
You can select or deselect the Indent Row Members option available in the Selection menu of the Design Manager for a Cascade Report. This option is selected by default. If you deselect this option, the dimension members are not indented.
In Practice: Selecting the Indent Row Members Option
- In SpotlightXL, select the Analyze task and the Data subtask.
- Select the View.
- Select Design With > Report
- Select the entire spreadsheet.Note:It is important when using Cascade Reports to select the entire spreadsheet before selecting the Design Manager to ensure the dimensions are represented correctly if the cascade option is used.
- Select all cells in the report.
- Select all cells in the report.
- Click Design Manager
- For the dimension that you want to use Cascade, click the Cascade checkbox.
- On the Cascaded dimension, click the Selection icon and select or deselect Indent Row Members.
Repeat Outer Dimension Members Automatically in Cascade Reports
In SpotlightXL, you can repeat outer dimension members automatically in cascade reports by selecting the new Repeat option available in the Selection menu.
When you select the Repeat option while creating a Cascade report, you can view the outer dimension members repeating automatically for all inner dimension members.
The following image shows the Repeat option:
Let us take the following example to understand the details.
Suppose you have a Report containing 2 dimensions on rows(ex:- Furniture_Type and Season dimensions). Home living and Furniture as outer dimension members and different Seasons as inner dimension members. For this report, when you create a cascade report and select the Repeat option, then the outer dimension members, Home & Living, and Furniture will repeat automatically for all inner dimension members.
The image below shows the outer dimension members repeating themselves for all inner dimension members:
In Practice: Selecting the Repeat Option
- In SpotlightXL, select the Analyze task and the Data subtask.
- Select the View.
- Select Design With > Report.
- Select the entire spreadsheet.Note:It is important when using Cascade Reports to select the entire spreadsheet before selecting the Design Manager to ensure the dimensions are represented correctly if the cascade option is used.
- Select all cells in the report.
- Click Design Manager.
- For the dimension that you want to use Cascade, click the Cascade check box.
- On the Cascaded dimension, click the Selection icon and select Repeat.
Delete a Member from Cascade Report and Re-Add
In SpotlightXL, when you delete any member from a cascade report, you can add the same member back to the report. When you add a deleted member back to the report, you have the Cascade check box available in the Design Manager window.
Let us take the following example to understand the details.
Suppose you have a cascade report containing Home & Living and Season as dimension members as shown in the image below.
For this report, you can delete the Season dimension member and add this member back to the report as shown in the image below.
While generating the report, you will have the Cascade check box available in the Design Manager window for the re-added member as shown in the image below.
You can select the Cascade check box for the Season dimension member and generate the cascade report.
The following image shows the generated cascade report:
In Practice: Adding a Deleted Dimension Member to the Cascade Report
- In SpotlightXL, select the Analyze task and the Data subtask.
- Select the required view.
- Select Design With > Report.
- Click Design Manager, select the dimension member to add, and click Update.
- Select the entire spreadsheet.
- For the added dimension, click the Cascade check box and click Update.
- Run the report.
Delete Blank Rows or Rows with Zeros from a Cascade Report
In a Cascade report, you can automatically delete all the blank rows and rows containing zeros when you Suppress Rows with blanks or zeros and run the cascade report.
For example, if your cascade report has a blank row 12 and you run the report after selecting “Blank” as the value for the Suppress Rows property, then row 12 will be deleted, and the rows below it will be moved up by one place, instead of hiding the row 12.
Formatting Tips in Cascade Reporting
When designing a cascading report, here are some formatting tips.
- You can rename the Subtotals cell to be more descriptive, and use cell formatting on the data cells.
- You can add merged cells in the heading and additional text above the block. Any text cells on the right side of the block will not be repeated with the block. Think of the block as the box from column A to the rightmost column of data cells with the red cell-comment indicators. Anything to the right of the box is ignored.
When the report is run:
When starting with a view and then creating a report, it is a best practice to remove excess rows from the report design and let the Cascade feature fill in the rows. For example, you start with this view and then create a report from it.
When setting up the Cascading functionality, select all cells and then click Design Manager. Delete all the excess rows under Net Income and let Cascade Sel+ All Members display the hierarchy.
SpotlightXL and Web Chart Formatting and Types
Below are the available options for designing a report:
Chart Formatting Supported |
Chart Title - Text (SpotlightXL and Web) |
Chart Legend (SpotlightXL and Web) |
Chart Color Palette (SpotlightXL and Web) |
Chart Style (SpotlightXL and Web) |
Chart Tooltip (SpotlightXL and Web) |
Chart Position (SpotlightXL and Web) |
Bar Chart |
Clustered Bar (SpotlightXL and Web) |
Stacked Bar (SpotlightXL and Web) |
100% Stacked Bar |
3D Clustered Bar (SpotlightXL and Web) |
3D Stacked Bar (SpotlightXL and Web) Note: This is not supported in Excel 2016. |
3D 100% Stacked Bar (SpotlightXL and Web) Note: This is not supported in Excel 2016. |
Column Chart |
Clustered Column (SpotlightXL and Web) |
Stacked Column (SpotlightXL and Web) |
100% Stacked Column (SpotlightXL and Web) |
3D Clustered Column (SpotlightXL and Web) Note: This is not supported in Excel 2016. |
3D Stacked Column (SpotlightXL and Web) Note: This is not supported in Excel 2016. |
3D 100% Stacked Column (SpotlightXL and Web) Note: This is not supported in Excel 2016. |
3D Column (SpotlightXL and Web) |
Line Chart |
Line (SpotlightXL and Web) |
Stacked Line (SpotlightXL and Web) |
100% Stacked Line (SpotlightXL and Web) |
Line with Markers (SpotlightXL and Web) |
Stacked Line with Markers (SpotlightXL and Web) |
100% Stacked Line with Markers (SpotlightXL and Web) |
3D Line (SpotlightXL and Web) |
Pie Chart |
Pie (SpotlightXL and Web) |
3D Pie (SpotlightXL and Web) |
Pie of Pie (SpotlightXL and Web) |
Bar of Pie (SpotlightXL and Web) |
Doughnut (SpotlightXL and Web) |
Radar Chart (SpotlightXL and Web) |
Scattered Charts (SpotlightXL and Web) |
Other Unsupported Chart Types in SpotlightXL |
Combo Chart |
Surface and Surface 3D Chart |
Stocks Chart |
Bubble Chart |
Water Fall Chart |
Hierarchy Chart |
Funnel Chart |
Histogram |
Box & Whisker Chart |
Tree Map Chart |
Sunburst Chart |
Excel Formatting Supported |
Font Size |
Bold |
Italic |
Underline |
Double Underline |
Background Color |
Text Color |
Style |
Border - Top |
Border - Right |
Border - Bottom |
Border - Left |
Border Style |
Border Properties* |
Border Color |
Alignment - Left |
Alignment - Center |
Alignment - Right |
Indentation |
Format - Number |
Format - Currency |
Format - Percent |
Column Width |
Row Height |
Hide Gridlines |
Hide Headers |
Images in Reports* |
Print Property* (not supported in Spotlight) |
*Border Properties - All border properties are supported in SpotlightXL except Diagonal Borders (left and right). If selected in the design mode of a report, when the report is rendered they will be removed from the report entirely and they will also be removed from the Design mode.
*Images in Reports - All image types (for example, JPG, BMP, and PNG) that are supported by Microsoft Excel are also supported for Dynamic Planning. This includes the insertion of Clip Art. Image format properties such as size, effect, and crop (available under the Microsoft Excel FORMAT tab) are supported as long as the image is formatted before saving the report in SpotlightXL. There are no image size limitations or the number of images per report, however, we recommend you use no more than 3 images per report as performance may be impacted.
*Print Property - To save print settings for a specific report, open the report in Design Mode by selecting the Report task and the Design subtask. Select File, Print. Select print settings such as Orientation and Margins. Exit the Print menu and return to the SpotlightXL tab. Click Save. Print settings are now saved to the associated report. Print settings are report-specific, however, they are not user-specific.
Function Support
The following functions are supported in SpotlightXL:
- Arithmetic Operators: + - / *
- Logical Operators used with IF function: = <> < <= > <=
- Functions: IF/THEN, AND, OR, ROUND, FLOOR, CEILING, LN, ISBLANK, ABS, SQRT, POWER, MOD
Negative Amounts in Reports
Dynamic Planning supports native Microsoft Excel negative number selections. In Report Design mode, select the report, right-click, and select Format Cells as shown below.
When the Format Cells dialog page is displayed, select the Number tab and then select the Number or Currency Category as shown below.
Select a negative number format and click OK. Save the report in SpotlightXL.
Repeat Headers Across Multiple Pages
Repeating headers across printed pages allows you to see the column and row headers when a report exceeds the width and height of the page. You can select to repeat the top row(s) and the leftmost column(s) of a report.
In Practice
- From the Report Design task, select Page Layout, Print Titles, and Sheet.
- Select Rows to repeat at the top and Columns to repeat at the left as shown below.
- Select SpotlightXL and save to retain the changes in SpotlightXL.
You can repeat rows, columns, or both. Reviewer users cannot change the Repeat setting. Page break settings are saved with the report definition. That means each user that runs the report will have these settings applied when printing.
Table of contents
- Multi-tab Reporting
- Cascade Reporting
- Cascade Options and Filters
- Creating a Cascade Report
- Adding Grouping Functionality to a Cascade Report
- Updating a Cascade Report
- Cascade Support for Excel Formulas
- Cascade Support for Subtotals
- Cascade Support for Saving Data, Saving Data and Running a Calculation, and Breakback
- Cascade Support for Drill-Through
- Cascade Support for Suppress Rows and Columns
- Remove Inner Block Rows
- Cascade Support for Leaf Levels with Data Only
- Cascade Support for Attributes
- Indent Row Members
- Repeat Outer Dimension Members Automatically in Cascade Reports
- Delete a Member from Cascade Report and Re-Add
- Delete Blank Rows or Rows with Zeros from a Cascade Report
- Formatting Tips in Cascade Reporting
- SpotlightXL and Web Chart Formatting and Types
- Function Support
- Negative Amounts in Reports
- Repeat Headers Across Multiple Pages