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    Dynamic Planning: User Tasks
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    Dynamic Planning: User Tasks

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    • PDF

    Article summary

    How to's provide you with step-by-step instructions to carry out various tasks.

    Power UserTasks

    How to Add a Group and User Group

    How to Add a User

    How to Backup a Model

    How to Configure the Number of Invalid Login Attempts

    How to Define Dimension Security

    How to Download Data from Structured Planning, Consolidation, or Reporting Applications to Dynamic Planning

    How to Lock a User and Prevent Sign On

    How to Restore a Model

    How to Set up a Power User with Access to Everything

    How to Unlock a Locked User

    How to Write Data from Dynamic Planning to Structured Planning, Consolidation, or Reporting Applications

    Contributor and Reviewer User Tasks

    How to Add a Chart to a Report

    How to Add a Leaf Level Member to a Hierarchy

    How to Add or Delete Dimensions from a Model

    How to Apply Scope to a Model

    How to Cascade a Report

    How to Clear a Model

    How to Create a Map

    How to Create a Report Based Off an Existing Report

    How to Create a Report Based Off Multiple Models

    How to Create a Report off a Model and a View

    How to Create a View and Specify Parameters

    How to Create and Load External Source Models

    How to Create Dimensions as Attributes

    How to Define Multiple Number Formats for Dimension Members in a View

    How to Define Substitution Variables

    How to Delete a Model

    How to Filter Members Using Design Manager

    How to Find Data Cells Quickly

    How to Generate a Model

    How to Load an External Data Source into a Master Model

    How to Lock a Model to Prevent Modification or Clearing

    How to Lock and Unlock Scaling

    How to Lock Dimension Members

    How to Lock Members in a View to Prevent Modification

    How to Perform Multi-Tab Analysis.htm

    How to Save Data on Attributes for Views and Reports

    How to Select Data and Member Design Manager Options to Populate Report Values

    How to Share a POV Dimension Across Models in a Report

    How to Specify Match Criteria

    How to Update a Dimension Hierarchy Without Clearing a Model

    How to Use Change Data Tracking

    How to Use Currency Exchange Rates

    How to Use Drag, Drop, Pivot, and Zoom Actions to Analyze Data

    How to Use Excel Based Formulas

    How to Use the Metadata Viewer

    How to Use Variables in Views and Reports

    How to Work with Model, View, and Report Folder and Organization Functionality


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