- 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
- Template Setup
- Template List
- Add Template
- Attribute Columns
- Deleting Attribute Columns
- Avoiding Mismatched Lines Between Sub and Main Templates
- Initiative Template Setup
- Time Sets
- Template Types
- How to Add a Global Template - Single Copy Template Type?
- How to Add a Global Template- Entity Copy?
- How to Add a Block Template Type?
- How to Add HR - Workforce Planning Template?
- How to Add an HR Template Type?
- How to Add an Allocation Template Type?
- How to Add a Capital Template Type?
- How to Add a Line Item Template Type?
- How to Add an Initiative Template?
- Template Examples
- Add Template
- Template Setup
- Mappings
- Spreads Set Up
- What To Do Once Template Setup is Complete?
- Template List
- Additional Template Information
- References
- What Are Time Sets?
- How to Configure Time Sets
- How to Create an Approval Role and Provide Users with Approval Role Access
- How to Provide Users with Scenario Access
- 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
- Capital Template Setup
- 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
- 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
- Using Customize Roster to Add Compensation Items
- 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
- Employees
- Export Employee Data
- References
- Workforce Planning Admin Guide
- Configuring Workforce Planning
- Security Administration
- Workforce Defaults
- 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
- Actual Data Templates
- Translations Setup
- Export Data
- Transaction Details
- Data Load Rules
- Integration Services
- Clear Data
- Data Calculation Exceptions
- Additional Topics
- API Library
- Introduction
- Data Import
- Data Export
- Structured Planning REST APIs
- Workiva Integration
- Objects Overview
- API Compliance
- Client Application Platforms
- API Access Keys
- API Calls - Overview
- Core API Calls
- Utility Calls
- Objects
- API Methods
- Clear_Data API
- Load_Data API
- Transfer_Data API
- Segment APIs
- GLData_Retrieve API
- Login API
- GetSessionId API
- GetVersion API
- GetAllCurrencies API
- GetAllCurrencyTypes API
- GetAllSegments API
- Logout API
- Employee APIs
- Approval Role Setup APIs
- Scenario Access APIs
- Dimension Member Name Update API
- Bulk User and User Group Extract API
- Dimension Security APIs
- Dimension Security Update API
- MapEntity API
- Refresh Preloaded Data API
- Best Practices and Tips
- Enumerations
- Validate Source Segment API
- Transaction Data Extract APIs
- Planful API Library
- Source Segment API
- Report Administration
- Application Audit
- Application Audit Details - Audit Area
- References
- User & Role Management
- How to Access the User and Role Management Application Page
- Navigation Role and Access
- Manually Add a User to Planful
- Exporting Navigation Role Summary and Detailed Reports
- Locking Users and Preventing Sign On to Planful
- Copy An Existing User
- Approval Roles
- Consolidation Security
- User Groups
- Scenario Access
- 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
- 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
- Transaction Details
- Google Drive
- NetSuite Integration
- FTP/SFTP Connector
- 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
- MyPlan Admin Guide
- User & Role Management
- Administration
- Release Updates
- Release Notes
- 2025 Release Notes
- 2024 Release Notes
- 2023 Release Notes
- 2022 Release Notes
- 2021 Release Notes
- 2020 Release Notes
- 2019 Release Notes
- 2018 Release Notes
- 2017 Release Notes
- December 17 Maintenance Release
- 2.3.1 Modeling Release Notes, December
- Fall 17 Release Notes
- 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
- June 17 Release Notes
- 2.1.1 Modeling Release Notes, June
- Spring 17 Release Notes
- 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
- Winter 17 Release Notes
- 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
- 17 Minutes to read
- Print
- DarkLight
- PDF
Spotlight for Google Sheets
- 17 Minutes to read
- Print
- DarkLight
- PDF
Introduction
Planful Spotlight add-on for Google Sheets is used for a wide range of financial planning, forecasting, budgeting, and ad-hoc analysis tasks. It fetches data from SpotlightXL and Spotlight Web in a fraction of the time. An intuitive user interface makes it easy to use and navigate and seamlessly creates a sync between your Dynamic Planning modules and Google Sheets.
You can access data sets from the Dynamic Planning interface using your login and specifying environment details. Once connected, you can perform tasks such as
- Quick ad-hoc analysis using the Default view even if you do not have a view setup.
- Zoom in to a specific level within the hierarchy.
- Zoom out from a specific level within the hierarchy.
- Swap row and column dimensions using different Pivot options.
- Quickly segregate data and only see what you want using the Keep Only or Remove Only options.
- Customize your view and organize your data the way you like by using the different More options like Display, Suppress Rows, Indent Row Members, Number Format, etc.
- View the reports and analyze the data further through graphs and charts available in the reports.
Prerequisites
- The user must predefine all models, dimensions, calculations, maps, and ad-hoc analysis on SpotlightXL or Spotlight Web.
- By using Google spreadsheet, you can only display the data in the generated reports, and views and perform ad-hoc analysis from the available or predefined dimensions for the model.
- You can not create any Views or Models using Google Sheets as it is currently in read-only mode.
Install Planful Spotlight Add-on for Google Sheets
To install a Planful Spotlight add-on for Google Sheets, you must have a Google account and access to Google Sheets to install the Planful add-on.
In Practice: Install the Planful add-on
- In Google Sheets, select Blank to create a new sheet or open an existing sheet.
- Select Extensions > Add-ons > Get add-ons.
- The Google Workspace Marketplace window appears. Navigate to the Planful Spotlight.Note:You can also search for the Planful Spotlight add-on from the Search apps bar.
- Click Install.
- Click Continue.Note:By clicking Continue, you are acknowledging Planful to use your information as per the application’s terms of services and privacy policy.
- Select the required account
- Click Allow.
- The confirmation window appears once the Planful Spotlight add-on is installed.
- Click Done.
Log in to Planful Spotlight Add-on
You must follow the steps below in the Google Sheets to log in to the Planful Spotlight add-on.
In Practice: Login to the Planful Spotlight add-on
- Open any existing or new Google spreadsheet, and navigate to Extensions > Planful Spotlight > Start.
- On the sidebar, Planful’s credential page appears.
- Enter the Planful URL.Notes:
- Unified users can contact the support team to set up the user password and obtain the Dynamic Planning URL.
- Use the Dynamic Planning URL as the login URL for Google sheets.
- The user should be an External user.
- Use the Dynamic Planning site to generate a password for the first time.
- When logging in for the first time, enter the URL, post which you can select the URL from the drop-down list to connect with the required environment.
- Enter the Username and Password.
- Click Login.
- Select the required application from Select Your Application.Note:Every user will be associated with at least one application.
- Click Launch.Note:Once you successfully log in to the application, you will be notified on the home page.
- Navigate to Analyze or Report from the home page.
- (Optional), you can also navigate to Analyze or Report by clicking
the Planful hamburger menu.
Single Sign-On (SSO) for Planful Spotlight on Google Sheets
With Single Sign-On (SSO), you can access the Planful Spotlight platform using a single login method, instead of using multiple logins for different platforms. This means that if you are already logged in to the Dynamic Planning environment or any other Planful environment, you can use the same URL to log in to Planful Spotlight. Similarly, if you are already logged in to Planful Spotlight, you can use the same URL to log in to the Dynamic Planning environment or any other Planful environment.
To take advantage of SSO in Planful Spotlight, all users must be unified and authenticated by the same login mechanism. Once unified, you can access all environments without the need for multiple logins.
The following are some additional points to consider while using the Planful Spotlight for Google Sheets:
- If an inactive user uses an SSO URL to log in to Planful Spotlight for Google Sheets, they will have to contact their Planful administrator.
- If an inactive user logs into Planful Spotlight for Google Sheets using any other Planful environment, they will have to contact their Planful administrator.
- If an inactive user uses a Dynamic Planning URL to log in to Planful Spotlight for Google Sheets, they can sign in to Planful Spotlight for Google Sheets but cannot access the DAP (Direct Access to PCR) views and reports.
If you use the Dynamic Planning environment or any other Planful environment to access Planful Spotlight for Google Sheets, below are a few conditions under which you will have to enter your login credentials:
- To access the Planful Spotlight for Google Sheets through the Dynamic Planning environment.
- When you log in to the Dynamic Planning web application and open Google Sheets in a new tab using any other Planful environment.
Account details
Account details refer to all the information associated with an account, such as:
- Name
- Credential
- Role
- Application (Tenant detail)
- Version and any other relevant information
It is important to keep this information up to date to ensure secure access to the account.
- You can navigate to Account Details by clicking
the Planful hamburger menu. - The Account Details sidebar appears with all the information.
Resources
You can navigate to Resources by clicking
the Planful hamburger menu.
The list of options appears, such as:
- Help
- Support
- Community
- Solution Hub
- What's New
Help
This section will help you with Planful’s comprehensive collection of help materials, including user guides, FAQs, the latest release notes, and support forums. You can quickly and easily find the information that you need by navigating to our Help.
Community
The Community provides you with a forum where you can:
- Ask product-related questions
- Share your expertise with other members
- Share thoughts and suggestions on product enhancements
- Introduce yourself
- Get information on the latest events, like webinars and user group meetings
- Share tips or tricks or read about tips and tricks from the customer service pros
Support
You can contact the Planful Support Team for additional support.
Solution Hub
The Solution Hub is a primary destination for exploring the extensive capabilities of Planful's Financial Performance Management platform. You can access it through the application and website. It is a centralized repository, featuring interactive demos and informative content tailored to prospective clients and existing users.
Key Features:
- Comprehensive Searchable Library: Access an extensive array of Planful Solutions directly within the application.
- In-App Accessibility: Easily explore tailored solutions, search, and add favorites.
Benefits:
- Enhanced Platform Awareness: Discover the breadth of our platform's capabilities beyond basic FP&A functionalities.
- Empowerment Through Knowledge: Align with evolving buyer preferences through self-education.
- Advanced Search Options: Refine searches based on specific criteria such as finance, industry, and region.
If you are a new user, you can explore various solutions and take interactive tours to gain in-depth information. In addition, you can contact the Planful support team if you find a solution that meets your needs.
If you are an existing user, you can conveniently access the Solution Hub page within the application by clicking the Solution Hub in the top menu bar. Once there, you can explore the list of solutions by clicking on a card and navigating to the Solution Hub page. You can also view the interactive tour available on the page.
The Solution Hub ensures that you have everything you need to make informed decisions about financial performance management with Planful.
What's New
This section will help you to view all of our release notes by easily navigating to different years and topics.
Limitations
Below are certain limitations that are applicable while using Google Sheets:
- Google Sheets does not allow ribbon creation.
- Side pane and modal/modeless dialog are only allowed. The side pane will have a fixed width limit of 300px.
- The side pane allows you to view and select the tree for member selection. Only a flat list of member hierarchy and a single member selection from the dropdown list are supported while using cell-based member selection.
- Drag and drop is not allowed from one cell to another.
- In Planful Spotlight, you can only open and view one report at a time in Google Sheets. The integration does not allow multiple Spotlight reports and views to be open simultaneously.
- When you refresh a workbook, only one Spotlight report will update with live data. The other reports will remain as static snapshots, displaying data from their initial generation.
- By default, the worksheet is named Report. If you change the worksheet name and reopen the same report, the changes will not be reflected. To ensure proper data refresh, the active tab where live data is displayed must be labeled as Report according to the naming convention.
- You cannot view or modify any formulas in the Report section on Google Sheets.
The Analyze task allows you to perform actions by selecting a model and an associated view, refreshing the data or zooming in and out of the model. You can also keep or remove certain aspects of the view and pivot the dimensions as required.
When you select Analyze, the available models will be listed with ad-hoc analysis and predefined views.
This page will contain a list of models and views in the below pattern:
- Analytical Models (listed alphabetically), followed by their view
- ESM Models (listed alphabetically, followed by their viewNote:A default view will be created if there is no predefined view.
- FavoritesNote:This displays a list of views selected as favorites in SpotlightXL or Spotlight Web.
- RecentNote:This displays the recent view opened by you.
Default Views (Ad-hoc analysis)
A default layout is created with all dimensions listed for each model, which can be used for ad-hoc analysis.
- The Default views cannot be deleted, renamed, or moved as it is available in read-only mode.
- The menu bar for Analyze task is non-actionable until you select or double-click any view of a Model.
- To create an ad-hoc (Default) view, navigate to Analyze and select any model > Default.
View Navigation Actions
The Analyze tab gives you the ability to execute the following operations on a model and its view using the actions in the ribbon. The view data changes by your actions:
- Zoom In
- Zoom Out
- Pivot
- Keep Only
- Remove Only
- Get Data
- Display
- Suppress Row
- Suppress Column
- Indent Row Members
- Number Formats
Zoom In
Under Zoom In action, there are specific actions that define how to zoom in on the displayed dimension intersection data, such as:
- Children
- Leaves
- All Children
- Data Leaves
Children
When you click Zoom In and select Children, the immediate children for the selected dimension will appear.
In Practice: Zoom In- Children
- Select a dimension and navigate to Zoom In > Children.
- The immediately associated children for the selected dimension will appear.
Leaves
When you click Zoom In and select Leaves, only the leaf-level members associated with the selected dimension member will appear.
In Practice: Zoom In- Leaves
- Select a dimension and navigate to Zoom In > Leaves.
- When Leaves is selected, leaf-level members associated with the selected dimension member appear with the existing member.
All Children
When you click Zoom In and select All Children, all the members associated with the selected dimension are displayed.
In Practice: Zoom In- All Children
- Select a dimension and navigate to Zoom In > All Children.
- When All Children is selected, all children members will appear for the selected dimension member.
Before Zoom In- All Children
After Zoom In- All Children
Data Leaves
When you click Zoom In and select Data Leaves, only the leaf-level members containing data associated with all the dimensions on the row axis are displayed.
In Practice: Zoom In- Data Leaves
- Select a dimension on the row axis and then navigate to Zoom In > Data Leaves.
- When Data Leaves is selected, only leaf-level members containing data associated with all the dimensions on the row axis are displayed, and all parent members in the dimension are removed from the view.
Before Data Leaves
After Data Leaves
Zoom Out
Zoom Out helps you reach the next highest level within a dimension hierarchy. For example, if you are currently in the "City" level within a geography dimension hierarchy, zooming out will take you to the "State" level.
Zoom Out - Parent
When you select Parent, it helps you to view the highest level parent member of the selected dimension.
In Practice: Zoom Out- Parent
- Select a dimension member and navigate to Zoom Out > Parent.
- When Parent is selected, only the next highest-level parent is displayed.
Before Zoom Out, Parent
After Zoom Out, Parent
Zoom Out - Top Level
When you select Top Level, it helps you to go back to the root member of the selected dimension.
In Practice: Zoom Out- Top Level
- Select a dimension member and navigate to Zoom Out > Top Level.
- When Top Level is selected, the view changes to go back to the Top Level (the top or root of the dimension or the topmost member in the dimension you have access to).
Before Zoom Out, Top Level
After Zoom Out, Top Level
Pivot
The Pivot feature helps you to swap the dimensions between page, row, and column by defining the view as required.
In Practice: Pivot
- Click the Pivot
icon and select Pivot.
- The column data is swapped to a row, and the row data is swapped to the column.
Before Pivot
After Pivot
Pivot to Page
Pivot dimensions to the page level help you to pivot a dimension from a row to a Page section or from a column to a Page section.
In Practice: Pivot to Page
- Select a dimension on a row or column and navigate to Pivot > Pivot to Page.
- The selected dimension is swapped to the page level.
Pivot to Row
With Pivot to Row, you can select a single dimension and pivot it from the column to the row or from page to row. Dimensions not selected remain on the column/page, respectively.
In Practice: Pivot to Row
- Select a dimension from the column, and navigate to Pivot > Pivot to Row.
- The selected dimension is swapped from column to row.
Pivot to Column
With Pivot to Column, you can select a single dimension and pivot it from a row to a column or from page to column. Dimensions not selected remain on the row/page, respectively.
In Practice: Pivot to Column
- Select a dimension on the row from the view, and navigate to Pivot > Pivot to Column.
- The selected dimension is swapped from row to column.
Keep Only, Remove Only & Get Data
Keep Only
The Keep Only feature helps you to retain specific data within view. This action works the opposite of Remove Only.
- Select a cell containing members from a dimension you want to retain and click Keep Only.
- All other dimension members are removed, and only the data and metadata within the selected intersection are displayed.
Remove Only
The Remove Only feature helps you to remove the data and metadata for the selected member(s) from a view.
- Select the required cell and click Remove Only.
- The selected cells are removed.
Get Data
This action updates data in the spreadsheet after selections are made.
- Select any view.
- Click the Get Data
icon to update or refresh the selected view.
In Practice: To Display the Hierarchical Order by Updating the dimension members of a view
- Select any dimension member or view, and click Update Selection.
- The selected dimension member of view is displayed on the sidebar in hierarchical order.Note:
In the above instance, we have selected Design Marketing Report as a view.
- Likewise, select any dimension member from the sidebar, and click Apply.
- The selected dimension member is displayed on the screen.Note:In the below instance, we have selected Net Income as a dimension.Notes:If you want to update dimension members for any other dimension in the view, follow the same steps again.
- Select the dimension, and click Update Selection on the sidebar.
- Select the member and click Apply.
- Select the POV members by clicking the Update Selection option in ESM views.
Suppress Row, Suppress Column, Indent Row Members & Number Formats
Suppress Row
Suppressing rows in a spreadsheet is the process of hiding certain rows from view. It helps you to create summary reports or hide some information. The below set of options are available to do ad-hoc analysis:
- None: By selecting None, all rows, including Blank and Zero rows, are displayed in the view.
- Zero: By selecting Zero, the rows with zero values will be hidden from the view.
- Blank: By selecting Blank, the rows that do not have data (blank) will be hidden from the view
- Both: By selecting Both, the rows with zero values or blank rows are hidden from the view.
In Practice: Suppress Row
- Select the required row, and click
the vertical ellipsis icon.
- The sub-menu bar appears; click
the Suppress Row icon.
- Select the required option.
Suppress Column
Suppress columns help to hide or remove unnecessary information from a dataset, reduce the size of the dataset, and help to keep only the columns that are required for a particular task.
- None: By selecting None, all columns, including Blank and Zero columns, are displayed in the view.
- Zero: By selecting Zero, the columns with zero values will be hidden from the view.
- Blank: By selecting Blank, the columns that do not have data (blank) will be hidden from the view
- Both: By selecting Both, the rows with zero values or blank columns are hidden from the view.
In Practice: Suppress Column
- Select the required row, and click
the vertical ellipsis icon.
- The sub-menu bar appears, click
the Suppress Column icon.
- Select the required option.
Indent Row Members
Indenting row members help to identify the hierarchical relationship between the parent and its children members and are especially useful for large datasets with multiple levels of hierarchy. Another benefit is that it helps to improve the readability of the data. Additionally, it also helps simplify navigation through the dataset.
- YES: Select YES to indent data.
- NO: Select NO to keep the data unindented.
In Practice: Indent Row
- Select the row, and click
the vertical ellipsis icon. The sub-menu bar appears.
- Click the Indent Row
icon, and select Yes.
- The row is indented as per hierarchical order.
Number Formats
The Number Format helps you to show the digits of your data in three formats:
- Currency: By selecting Currency, you can view your data in your local currency format.
- Click
the Number Format icon > Currency.
- The numbers available in the cell are converted to currency format.
- Percent: By selecting Percent, your data is displayed in a percentage format.
- Click
the Number Format icon > Percentage.
- The numbers available in the cell are converted to percentage format.
- Numeric: By selecting Numeric, the data is displayed in numeric format.
- Click
the Number Format icon > Numeric.
- The numbers available in the cell are converted to numeric format.
Display
Using this feature, you can customize the display of dimension members in two sub-options:
- Display-Label
- Code
Display-Label
This feature helps to display the dimension member, including both code and label.
In Practice: Display-Label
- Open a view and click
the vertical ellipsis icon.
- The sub-menu bar appears; click the Display
icon > Display-Label.
- The dimensions will appear with the member code and display label.
Code
With this feature, you can display the dimension member with code only.
In Practice: Code
- Open a view and click
the vertical ellipsis icon.
- The sub-menu bar appears; click the Display
icon > Code.
- The dimensions will appear with the member code.
This section allows you to refresh your existing reports. The Report section is divided into four subsections: Reports, Snapshots, Favorites, and Recent.
In Practice: To Open a Report
- Click Report.
- Expand the Reports option and select the report you want to open.
- Double-click on the report to open it.
- Select the required option from the drop-down list.
- Click Refresh to update the selected view.
- Optionally, you can also use the Update Selection option in the sidebar to specify specific data from the drop-down list.
- Click Apply to display the selected data.
Let's consider a scenario where you are working with Google Sheets and have opened a report named 2015_Report in Planful Spotlight. If you need to modify the value for All Scenarios, you can easily do so by accessing SpotlightXL. Within SpotlightXL, you can make the necessary changes to the same report. Once you have saved the modifications, return to your Google Sheets and click the Refresh icon. This action will automatically update your Google Sheet with the latest modifications made in SpotlightXL.
Table of contents
- Introduction
- Prerequisites
- Resources
- Default Views (Ad-hoc analysis)
- View Navigation Actions
- Zoom In
- Children
- Leaves
- Data Leaves
- Zoom Out
- Zoom Out - Parent
- Zoom Out - Top Level
- Pivot
- Pivot to Page
- Pivot to Row
- Pivot to Column
- Keep Only, Remove Only & Get Data
- Keep Only
- Remove Only
- Get Data
- Suppress Row, Suppress Column, Indent Row Members & Number Formats
- Suppress Row
- Suppress Column
- Indent Row Members
- Number Formats
- Display
- Display-Label
- Code