Use Dynamic Planning Data in Dashboards

This is an opt-in feature that must be enabled by the Planful Support Team. You must have licenses for both Dynamic Planning and Dashboards to take advantage of this feature.

Models are included as a source in Chart Settings and are enabled with drill capabilities. The benefit of this feature is to bring data from Dynamic Planning and Planning, Reporting, and Consolidation together in a single dashboard.

User and dimension security is retained for Dashboards as applied in the Dynamic Planning application.

In Practice

1. Launch a dashboard.

2. Drag and drop a chart to the canvas.

3. The Settings pane opens. Click Properties.

4. Under Reporting Area, select a model from the Models option.

5. When you select a model, related dimensions are loaded as shown in the image below. Select dimension and members to display.

   

6. Continue to build the chart as needed.

Using Substitution Variables

When you use Dynamic Planning data in a Dashboard chart, you can include substitution variables in page filters, titles, subtitles, axis names, and 2 value KPI descriptions.

Substitution variables are enabled in the member selector interface on the page, row, and column axis when the Reporting Area is selected on the chart, under Models.

Variables are filtered based on the dimension selected. For example, the Current Month substitution variable might be available for the Time dimension. You can then make substitution variable selections from the member selector using the pick list (example shown below).

When the chart is rendered, substitution variables are updated with the corresponding values as configured in the Dynamic Planning application.

In Practice:

1. Launch a dashboard.

2. Drag and drop a chart to the canvas.

3. The Settings pane opens. Click Properties.

4. Under Reporting Area, select a model from the Models list.

5. When you select a model, related dimensions are loaded. Select dimensions and members to display.

6. Use substitution variables in page filters, titles, subtitles, axis names, and 2 value KPI descriptions.

   In the example below, the Current Month substitution variable is used in the chart subtitle.

   

   When you save the dashboard, the chart renders the month based on substitution variable setup for Current Month in the Dynamic Planning application.