Dynamic Planning How to Use the Metadata Viewer

This option is available in Excel only, under Report, Run.

When users are running a formatted report, they may want to see additional information about the POV, rows or columns headings, or data cells. The Metadata Viewer is available to provide information about the model and dimensions that make up the SpotlightXL cells. Metadata Viewer is similar to the Design Manager in Report Design but everything the user sees in the Metadata Viewer is read-only.

To use the Metadata Viewer, select one or more SpotlightXL cells, then select the More menu, and Metadata Viewer.

The Metadata Viewer tells the user which model is being used and the particular dimension members that make up the data intersection.

Users can also select a whole group of cells and then select Metadata Viewer. The viewer then displays all dimension members in use.

If the user would like to identify which cells are associated with a particular dimension member, they can click the Member Select icon and then use the Filter Member option. The screen then refreshes and the user sees highlighted cells indicating which cells are from that dimension member.

If your report uses data from multiple models, you can select data cells from both models and see each in the Metadata Viewer. Select a model from the Model drop-down list.