- 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
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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
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- Attributes
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- 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
- 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
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- How to Access the Template List Page
- Opt In Features
- Publishing Templates
- Workforce
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- Employees
- Adding Employees
- Add a Profile Picture to Employee Profile
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- Mass Update
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- 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
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- Export Employee Data
- References
- Workforce Planning Admin Guide
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- Understanding Tiers on Employee Attribute - Value in Hours per Period with Annual Cap
- Understanding Tiers on Employee Attribute - Value in Hours per Period
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- Understanding Rate x Hour
- Workforce Planning Admin Guide
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- 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
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- Configuring Capital Planning Attributes
- Inputting Data via the Planning Control Panel
- Capital Planning Admin Guide
- References
- Rules
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- Translations Setup
- Export Data
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- Additional Topics
- API Library
- Introduction
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- How to Access the User and Role Management Application Page
- Navigation Role and Access
- Manually Add a User to Planful
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- Locking Users and Preventing Sign On to Planful
- Copy An Existing User
- Approval Roles
- Consolidation Security
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- Add-In Security (Optional)
- Data Integration Security
- Dimension Security Configuration
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- Understanding the User Management Interface - Approval Role
- Understanding the User Management Interface - User Add Page
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- 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
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- 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
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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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- October 17 Maintenance Release
- 2.2.2 Modeling Release Notes, October
- September 17 Maintenance Release
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- 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
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- 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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- 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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Dynamic Planning External Source Model
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Overview
With data source integration, you can import data from an external data source into Dynamic Planning. Data can be imported from an Excel worksheet, a CSV (comma-separated values) file, or a TXT file using copy and paste (Ctrl+C or Ctrl+V) actions. Data can also be loaded using integration tools such as Boomi.
Loading Data from an External Data Source into a Master Model
There are five tasks to successfully load data from an External Data Source into a Dynamic Planning Master Model.
Create the Master Model and define its dimensionality. See Creating a Model and Using the Dimension Browser for Hierarchy Management.
Define the structure of the Source Model using the Source Model page. See Source Model below.
Define a mapping of the external data source to the Source Model using the Source Map page. See Source Map below.
Load the data into the Source Model using the Source Data page. See Source Data below.
Copy the loaded data from the Source Model into the Master Model using a calculation. See External Source Map step in a calculation.
For an example of working with External Source Models, see How to Create and Load External Source Models.
For a detailed use case, see Step-by-Step Use Case for Forecasting Revenue Spread Over Time.
Source Model
Define a Source Model with fields and types reflecting the structure of the external data source you are copying data from.
Your external data source is assumed to be a two-dimensional list of transaction-style records where each row provides a piece of data along with fields that describe that data.
Your external data source may contain a lot of fields that you do not need and you can indicate that they be ignored.
Your external data source may contain information that is in a different format than you want, so you can transform that data using formulas and expressions.
The Source Model is used as an intermediary step to get data from your external data source into a Master Model.
Options Available on the Source Model Page
Information on the options available on the Source Model page is provided below.
Source Model - Enter a name for the source model.
Field - Enter names of the fields. Fields will be used in the Source Map to identify data from the external data source (CSV, TXT, or other file) that will become dimensions and dimension members, or data. Best Practice : List the fields in the order that they appear in your external data source to make it easier to load the data.
Type - Select Text, Numeric, Date, Formula, Constant Text, Constant Numeric, or Constant Date, based on the content and purpose of the column in your external data source.
Format - For Date and ConstantDate types, select the layout that the date or Expression is formatted in.
Expression - For more details on Data Types, Expressions, and Formulas, see External Source Model Field Types, Expressions, and Formulas. For Formula types, enter the formula to apply to the data. This can be a simple calculation or a function. See Formulas below. For ConstantText types, enter the text to place into this field. For ConstantDate types, enter the date to place into this field. For ConstantNumeric types, enter the value to place into this field.
Include in Data Load - This column is filled in by the system. Yes indicates that this field is coming directly from the data source, and No indicates that this field is derived from a formula or constant.
The fields entered here become column headings on the Source Data subtask page.
You can update an ESM by adding new fields and deleting unwanted fields AFTER the data is loaded and the map(s) and view(s) are defined.
In Practice: Adding a Field to an ESM
Let’s say you set up an ESM definition (on the Source Model page accessed by navigating to Model > External Source Model > Source Model ).
Now, let’s say you want to add a field called Status to the ESM Source definition as shown below.
Navigate to Model > External Source Model > Source Mode l and select the ESM you want to add the field to.
Enter the new field and select the Type as well as whether or not it will be included in the data load. There is no need to delete maps and views to perform this step. The map and views associated remain unchanged.
Save and navigate to the Source Map page (Model > External Source Model > Source Map ).
Select the additional field and complete the Maps To, Target Dimension and Target Member fields. Then, Save.
Navigate to the Model > External Source Model > Source Data page, the field will be available to load data against.
In Practice: Deleting an ESM Field
To delete a field from an ESM:
Navigate to the Source Map page (Model > External Source Model > Source Map) and delete the field from the map.
Navigate to the Source Model page (Model > External Source Model > Source Model) and delete the field from the source model definition and save.
Note:When a field is deleted, it is automatically removed from views and maps.Note:If you want to rename a field, delete the field and add a new one with the new name.In addition to Refresh , Save, and Delete , this page also provides the option to Clear Model. Clear Model removes data from the Source Model. This option is typically used after you have created the Source Map and loaded data using the Source Data subtask, while you are testing your expressions and formulas, or after you have loaded data, verified it, and are ready to move on to the next batch of data.
Source Map
Define the Source Map, which will make it possible to load the External Source Model into a target Master Model or into a target ESM.
When mapping to a Master model :
Specify if each field in the source contains information that will map to a Dimension Member or a Value.
Specify the Target Dimension (in the Master Model) and that dimension's type.
When mapping to another external source model :
Specify if each field in the source contains a Value that will be copied to a field in the target ESM.
If the target ESM has extra fields, specify None and DimensionFilter for the Field and Maps to, and specify the default value for the target field.
Options Available on the Source Map Page
Information on the options available on the Source Map page is provided below.
Name - Enter a name for this map or select it from the drop-down.
Model - The name of the target model. When mapping to a Master model :
Select or specify the name of the Master Model you want to map the Source Model to.
When mapping to another external source model : Select or specify the name of the ESM you want to map the Source ESM to. In the drop-down list box, the ESMs are listed separately under a sub-heading called ESM.
Source Model - Select the name of the Source Model defined on the Source Model page. This is an external source model.
Type - Always use the type Data for loading external source data.
Append Missing Dimension Members - When mapping to a Master model: Select Yes or No. If the data loading process detects a leaf member that does not exist in the Master Model, selecting Yes will automatically add that member to the target dimension.
When mapping to another external source model: Select No.
Filter Field and Value - Specify the name(s) of one or more fields in the Source ESM to use for filtering the data you want to load. Under the Value column, you must specify a leaf-level field. For example, if your external source data contains transactions for departments Sales, Finance, and Manufacturing, you must name the specific departments you want to load. You cannot specify to load all departments under a particular rollup. You specify the fields on the Source Map page. Ensure that there is one blank row between the Filter Field section and the Field list section on this page.
Field and Maps To - When mapping to a Master model: The Field list represents fields from the Source Model that will be mapped to dimensions in the Master Model.
Available types:
DimensionMember : indicates that this field in the external source maps to a dimension member name.
Value : indicates that this field in the external source is a value to be stored at the intersection of the dimension members listed in each transaction in the source data.
When mapping to another external source model: The Field list represents fields from the Source Model that will be mapped to fields in another External Source Model.
Available types:
DimensionFilter : indicates that there is no field in the Source ESM to map to the field in the Target ESM. If you select DimensionFilter, you must specify the Default Value column.
Value : indicates that this field in the external source is a value to be copied as is to the specified field in the target ESM.
Target Dimension - This column is available only when mapping to a Master model.
Select the name of the dimension in the Master Model to correspond with this field. For example, Field "Net Income Accounts" corresponds with the Target Dimension "Net Income" in the Master Model.
Select None if you are mapping a Value to the intersection of all previously listed dimensions (which were mapped from fields). If Target Dimension is None, so should Target Member be None.
Target Member - This column is available only when mapping to a Master model.
Select LeafMembers if the text in this field of the external data source corresponds to a member name in the target dimension.
Select None if you are mapping a Value to the intersection of all previously listed dimensions (which were mapped from fields). If Target Member is None, so should Target Dimension be None.
Alternatively, you can type in the name of the dimension member.
Match Criteria - This column is available only when mapping to a Master model .
Match Criteria Common loads data only when it can find a match between the fields in the source data and the leaf members in the Master Model. Select Common if you want the Data Load process to skip any Leaf Members it does not recognize.
Target Field - This column is available only when mapping to another ESM .
Select the name of the field in the target ESM to correspond with this field in the source ESM.
Default Value - This column is available only when mapping to another ESM .
Leave this column blank if Maps To is Value.
If Maps To is DimensionFilter, then specify the text, date, or number that should be placed into this field for all rows in the target ESM.
Example of mapping external data to an existing Master Model.
The following map accomplishes the same goal so long as the data load file contains 'Actuals' in the Scenario field:
Support for DimensionFilter in External Source Model Maps
You have the option to use a mapping type of DimensionFilter in External Source Model maps. ESM maps are used for being able to copy data from an ESM to a Master model. The DimensionFilter map type is useful for identifying how to map external source models to Master models in situations where there is not a one-to-one mapping between fields in the external source and dimensions in the Master model. Master models may have more dimensions than fields in the ESM, but all dimensions in the Master model must be represented in the map.
For example, assume you have an external source model with three fields: Company, Department, Account; and you have a Master model with four dimensions: Company, Department, Account, Time. Since the Time dimension is not available in the external source model, you can still map the ESM to the Master model by using the DimensionFilter map type to identify which leaf-level member of the Time dimension all the data in the ESM relates to.
Using DimensionFilter
To use DimensionFilter :
Open the external source model map.
Identify which dimensions are not represented in your external source model.
In a blank row in the map, select the dimension in the Target Dimension column. You can use the drop-down.
In the Target Member column, type the name of the leaf-level member that all data in the ESM relates to. (In this release, you must type in the member name because the drop-down is not yet available.)
Select DimensionFilter in the Maps To column.
When using DimensionFilter, there can be only one row in the map for that Target Dimension. Data that is copied will be associated only with that particular Target Dimension and Target Leaf-Level Member.
Migration: If you have already created ESM Maps that specify a Constant field mapped to dummy column(s) in the source data, you can remove those columns or fields and change the Constant field(s) to DimensionFilter row(s) in the map.
Support for Variables in External Source Model Maps
You can use variables in ESM maps for Filter Fields Values and Target Members. Additionally, you can use variables in the following scenarios:
Moving data from one ESM to another (variables can be used on Default and Filter Fields of type text and date)
Moving data (on target members) from ESM to the Master and Analytic models.
In the image below, the @enterprise@ variable value is used for the Filter Field Sales Segment. Using the filter field allows you to move only a subset of data from the Source model. Use the Filter Field section of the Source Map to indicate which rows of data to move. In the following example, the map indicates that only rows of the Sales Segment associated with the enterprise variable should be moved from the ESM to the target model. For example, SalesEnterprise1, SalesEnterprise2, and so on.
In the example below, a variable is used for the month and an expression for the preceding months within the field mapping of an ESM to Analytic Model map. The Target Member in the Target Model will be populated with data from Jan-18 and the 5 months trailing (from the Source Model).
You can select variables from the Variable Manager window if you are moving data from ESM to Analytical or Master model. You have to enter the variable value manually when you are moving data from one ESM to another as shown in the below image.
The SKIP functionality is supported when you are using variables in ESM. Use the SKIP option when you have a Map or Formula that uses variables (usually multiple variables). You can build one master map or formula to accommodate data loading or formulas for a whole series of data intersections. Then when the calculation is run that executes the formula or map, you can skip those data intersections that do not need to be loaded or calculated.
Support for Variables and Expressions in External Source Models
You can use variables and expressions in External Source Model (ESM) Formulas and Maps. Variable and expression usage can simplify ESM maintenance. For example, let’s say you use a #service end# named expression with an EDATE function. Maintenance becomes easier because you can simply update the #service end# expression with a new value in a single place and there is no need to modify any of the expressions where #service end# is used.
Overview
In SpotlightXL, navigate to Model > External Source Model > Source Model. The Variable Table and Named Expression fields are pointed out.
Exploring the Variable Table
In the Variable table portion of the screen, enter variables to be used in the map to transfer data to a source model and to the master. For example, use a variable instead of a text field name fixed value like Jan-2020. The variable might be @Jan20@. When the calculation is run, the @Jan20@ variable becomes Jan-2020. Similarly, use a date variable such as @curMonth@.
You can also use a variable expression such as "@curMonth@+1"or "@curMonth@-7" instead of the field names. The order of field names is a sort order in the ESM definition.
Information on each of the fields in the variable portion of the table is provided below.
Field Descriptions
Variable Name:
Variables must start and end with the @ symbol. For example; @StartMonth@, @FixedTerm@, and @PlanStart@. The maximum number or characters supported for the variable name is 120 characters. The @ symbol cannot be used in the name portion nor are the following special characters supported in the variable name: /."$*<>:;|?]+[]{}()#%&=`-_,'
Type:
You can use variables of type ConstantMonth anywhere where ConstantDate type is expected.
When used in ConstantDate context, the value is automatically converted to the first day of the month. To add a month, use a Lead operator. To subtract a month, use the Lag operator. Example provided below.
@StartMonth@ | ConstantMonth | MMM-YYYY | Jan-2020 |
@StartMonth@.Lead(2) | evaluates to Mar-2020 | ||
@StartMonth@.Lag(1) | evaluates to Dec-2019 |
Format:
The Format field is applicable for ConstantDate and ConstantMonth types.
Value:
Value is the constant value. Variable values can depend on other variables. Variables values cannot refer to fields or named expressions. To fully explain how variable values work, several use cases are provided below in the Exploring Variables section below.
Exploring Variables
Variable Values Dependent Upon Other Variables
Variables Used in Field Expressions
Variable Values Dependent Upon Other Variables:
In the example below, the @FixedTerm@ is a variable which is being used in another variable (i.e. @HalfTerm@). The @FixedTerm@ variable value is set to 12. @HalfTerm@ variable is using @FixedTerm@ and the result is 6.
Variable Name | Type | Format | Value | Result |
---|---|---|---|---|
@FixedTerm@ | ConstantNumeric |
| 12 |
|
@HalfTerm@ | ConstantNumeric |
| @FixedTerm@/2 Jan-2019 | 6 |
@StartMonth@ | ConstantMonth | MMM-YYYY | Jan-2019 |
|
@StartYear@ | ConstantNumeric |
| YEAR(@StartMonth@) | 2019 |
@NextMonth@ | ConstantMonth | MMM-YYYY | @StartMonth@.Lead(1) | Feb-2019 |
@NextYear@ | ConstantNumeric |
| @StartYear@+1 | 2020 |
Variables Used in Field Expressions:
Variables can be used in field expressions for constant and formula fields. For example, the DATE expression value is Month (which is 12), Day (which is 31) and the next year substitution variable.
Field | Type | Format | Expression |
---|---|---|---|
StartDate | Date | MM-DD-YYYY |
|
FixedEndDate | ConstantDate | MM-DD-YYYY | DATE(12,31,@NextYear@) |
AdjustedStartDate | Formula | MM-DD-YYYY | MAX([StartDate],@PlanStart@) |
Exploring Expressions
Expressions consist of a Name and Value as shown in the image below.
The Expression Name must start and end with the hashtag (#). The Expression Name cannot contain special characters and the hashtag cannot appear within the name. The following special characters are not supported: /."$*<>:;|?]+[]{}()@%&=`-_,' Expression Values are formulas/functions that use fields.
Examples of expression names and values are provided below.
Example of an Expression Name and Value
Example of an Expression Value that Uses the @FixedTerm@ Variable
Examples Where Expressions Use Other Expressions
Example of a Named Expression Used in an ESM Field Expression
Example of an Expression Name and Value:
Expression Name | Value |
---|---|
#month# | MONTH([Service Start])+ [Term]) |
Example of an Expression Value that Uses the @FixedTerm@ Variable
Expression Name | Value |
---|---|
#end month# | MONTH([Service Start])+@FixedTerm@) |
Examples Where Expressions Use Other Expressions:
Expression Name | Value |
---|---|
#month# | MONTH([Service Start])+ [Term]) |
#day# | DAY([Service Start]) |
#year# | YEAR([Service Start]) |
#service end# | DATE(#month#, #day#, #year#) |
#df# | DAYSFACTOR(@PlanStart@,@PlanEnd@,[Service Start],[Service End],@StartMonth@) |
#mrr# | [ARR]/ @FixedTerm@ |
#SalesOpsExpression# | ROUND(IF( #df# > 0.5, #mrr#, 0), 0) |
Example of a Named Expression Used in an ESM Field Expression:
When using a named expression in the Expression field, you can specify its name only. If the named expression is used, no functions or operators are allowed.
Field | Type | Format | Expression |
---|---|---|---|
Term | Numeric |
|
|
ARR | Numeric |
|
|
Service Start | Date | MM/DD/YYYY |
|
Service End | Formula | MM/DD/YYYY | #service end# |
Jan-19 | Formula |
| #SalesOpsExpression# |
Rolling Month Use Case
Let’s say you have the following expressions and you want to simplify this setup.
Field | Type | Format | Expression |
---|---|---|---|
Term | Numeric |
|
|
ARR | Numeric |
|
|
Service Start | Date | MM/DD/YYYY |
|
Service End | Formula | MM/DD/YYYY | #service end# |
Jan-19 | Formula |
| #SalesOpsExpression# |
To do so, create a named expression called #df# and refer to it from the field.
Expression Name | Value |
---|---|
#df# | DAYSFACTOR(@PlanStart@,@PlanEnd@,[Service Start],[Service End],@StartMonth@) |
Using the named expression, the result will look as follows for the Jan-19 row:
Field | Type | Format | Expression |
---|---|---|---|
Jan-19 | Formula |
| #df# |
However Feb-19 has a lead of 1 and Mar-19 has a lead of 2. So, the result will look as follows:
Field | Type | Format | Expression |
---|---|---|---|
Jan-19 | Formula |
| #df# |
Feb-19 | Formula |
| #df# : {"@StartMonth@":"@StartMonth@.Lead(1)"} |
Mar-19 | Formula |
| #df# : {"@StartMonth@":"@StartMonth@.Lead(2)"} |
Tips and Tricks
If you have several fields to populate as shown in the table below, the following trick can reduce the amount of typing.
Feb-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(13)"} |
Mar-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(14)"} |
Apr-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(15)"} |
May-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(16)"} |
Jun-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(17)"} |
Jul-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(18)"} |
Aug-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(19)"} |
Sep-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(20)"} |
Oct-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(21)"} |
Nov-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(22)"} |
Dec-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(23)"} |
Enter the first expression fully. For the rest, do not enter anything inside the curly braces. Ensure that there are spaces around the column as in the example below.
Feb-20 | Formula | #df# : {"@StartMonth@":"@StartMonth@.Lead(13)"} |
Mar-20 | Formula | #df# : {} |
Apr-20 | Formula | #df# : {} |
May-20 | Formula | #df# : {} |
Jun-20 | Formula | #df# : {} |
Jul-20 | Formula | #df# : {} |
Aug-20 | Formula | #df# : {} |
Sep-20 | Formula | #df# : {} |
Oct-20 | Formula | #df# : {} |
Nov-20 | Formula | #df# : {} |
Dec-20 | Formula | #df# : {} |
Source Data
Source Data is used to load data into the Source Model or to review data already existing in the Source Model.
To see if your Source Model contains data, click Refresh.
If your Source Model does not contain data, fill in the fields provided. Then either select the Load Data, Load File option to load data from a file, or copy and paste data from your external data source into the grid of cells under the column headings.
Options Available on the Source Data Page
Below is information on the options available on the Source Data page.
Source Model - Select the name of the source model defined on the Source Model page.
Total Records - A read-only field that shows how many records are in the Source Model.
Current Page - If your Source Model contains more than 5000 records, you can page through the data by selecting a page number from the drop-down.
Current Status - A read-only field that shows the current status of the load operation.
Last Run Time and Last Run Status - Read-only fields that show the last time a load was run and its status. Expand this row to see the details.
Field - Columns are provided for all field names entered on the Source Model page. If there is data in the Source Model, it appears automatically. Or you can click Refresh.
To load more data, copy and paste data in this area prior to clicking Load Data.
In the screenshot below, notice that the fields that are derived from other fields are not filled in yet because they did not come directly from the source data. They are derived through the Expressions and Formulas on the Source Model page.
When done, click Load Data. Dynamic Planning loads the data without notification, and the mouse cursor shows a spinning action.
Click Refresh. Notice that the fields derived from other fields now contain information.