Dynamic Planning Model Validation

Overview

The Model Validation report validates selected source and target models and provides information on invalid objects as well as member formulas. This is useful for models that are sourced from Planful Structured Planning, Consolidation, or Reporting applications that may have changes that impact a Dynamic Planning model. An example of this might be a change to rollup members in a hierarchy or deletion of an object in SpotlightXL such as a substitution variable used in reports. You can run this report for any model type (for example Master or Analytic).

The objects that are validated in the model are maps, formulas, views, reports, and lookups.

To run the Model Validation report, select the Model task and the Model Administration - Validation subtask. Then, select the model for which you want to run the report. If no data is displayed, the Model is valid and requires no modifications. An example report is shown below.
Fields displayed are based on the individual model. In the report below, there are several invalid or missing lookup objects for the Account Lookup. You can access the Lookup page by selecting Model task and the Lookup subtask and then selecting Account Lookup. Modify the source or target lookup information. Save and rerun the Model Validation report.

In some cases, member values are recommended if a close relationship exists in the name.

Duplicate Members Report

This report displays duplicate dimension members sourced from the Structured Planning, Consolidation, or Reporting applications. Access the Validation report by selecting the Model task and the Model Administration – Validation subtask. For Model, select HACPM_Financial.

Duplicate members are appended with the Member ID. To eliminate duplicate members, update the member codes in Structured Planning, Consolidation, or Reporting applications and then perform a model refresh.

Provides information on each formula downloaded from Planful Structured Planning, Consolidation, or Reporting applications to Dynamic Planning. Formulas that could not be converted to Dynamic Planning are identified so that they can be manually converted and applied.

The table below describes the spreadsheet fields on the Member Formulas subtask.