- Getting Started
- Structured Planning
- Structured Planning User Guide
- Planning Control Panel Intro
- Snapshot introduced in Planning Control Panel
- Scheduling Template Snapshot Creation Using Cloud Scheduler
- Template Input and View Modes
- Performing Template Input
- Template View Mode
- Template Notifications
- View User History of Any Template
- Different Template Types With Examples
- Global Templates
- Block Templates
- Workforce Planning Templates
- Structural Changes to Template
- Workforce Planning - Classic UI
- Workforce Planning - Enhanced UI
- Overview
- Field Descriptions
- Add Employees to a Workforce Template and Process
- Automated Employee Processing
- Copy Employees from One Scenario to Another
- Update Employee Data
- Search for an Employee
- View Employee Allocations in Graphical Format
- Create a Duplicate Employee
- Delete an Employee
- Delete an Employee Position
- Add a Profile Picture to Employee Profile
- Personalize the Employees list page
- How-Tos
- How to Generate Pay Plans Exception Report?
- How to Select Compensation Items for Calculating Wages?
- How to Add a Profile Picture?
- How to Add Employees?
- How to Copy Employees from One Scenario to Another?
- How to Update Compensation Items Loaded via Data Load Rules?
- How to Add Employees To a Workforce Template and Process?
- How to Generate Workforce Planning Budget Report?
- How to Remove a Value from the Value Set in Workforce Attributes?
- Capital Templates
- Initiative Templates
- Line Item Template
- Allocation Template
- Template and Entity Workflow
- Working with Reports
- Approvers
- Template Examples
- Workforce Planning UI
- Dynamic Commentary in Planning Template
- Snapshot Restore Guidelines
- 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
- Budget Hierarchy and Entity Setup Examples
- How to Create a New Department as a Budget Entity
- Financial Hierarchy Overview
- Setup Finance Hierarchies
- Understanding Calculated Members
- Adding a Calculated Member to an Account Dimension
- Calculated Member Example - Creating a Member and Including it in a Dynamic Report
- Attributes and Attribute Hierarchies
- Overview
- Example of How to Use Attributes
- Adding an Attribute Hierarchy
- Defining Attributes
- Setting Up An Attribute Used in Reporting and Enabling Drill Down to Dimension Member
- Making an Attribute Available for Dynamic Reporting
- Reflecting New Attribute Levels in Reports
- Adding Another Level to Your Attribute Hierarchy
- Alternate Hierarchies
- Report Categories
- Additional Hierarchy Topics
- 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
- Alternate Approach to Data Seeding
- Global Fields
- Refreshing Actuals
- Mapping Templates to Scenarios
- Securing Scenarios
- How to Provide a User with Edit and View Access to Scenarios
- How to Provide Scenario Access to Multiple Users at Once
- Why Secure Scenarios
- How to Automatically Have Access to all Future Scenarios You Create
- When to Secure Scenarios
- How to Set Up Scenario Security for Reporting Purposes
- Clear Data
- Workforce Actuals
- How to Secure Scenarios
- 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
- Wildcard Support for Destination and Reference Account Lines
- Reference Cube
- Setting Up and Applying Global Fields to Templates (Optional)
- What are Global Fields and Why are They Used
- Map Global Fields to Templates for Budget Entity and Scenario
- Global Fields in the Planning Control Panel
- Apply Global Fields to Template Lines Accessed from the Planning Control Panel
- Map the Global Field to Another Scenario and Budget Entities
- Add a Global Field
- Mass Upload Global Fields
- Input Global Field Data
- Setting Up and Using Spreads in Templates (Optional)
- Attributes
- Template Setup Examples
- What To Do Once Template Setup is Complete
- Additional Template Information
- 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
- Approval Role Setup
- 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
- Scheduling Template Snapshot Creation Using Cloud Scheduler
- 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
- Subject Matter Guides
- Capital Planning Admin Guide
- Reporting
- Configuring Time Sets
- Configuring Capital Planning Attributes
- Configuring Time Sets
- Adding Asset Categories
- Adding Assets
- Adding Finance Modes
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- Adding Capital Templates
- Scenario and Entity Mapping
- User Security
- Inputting Data via the Planning Control Panel
- Initiative Planning Admin Guide
- Add an Initiative to the Initiative Template and Start Budgeting for that Initiative
- Map Attributes to Initiatives
- Open the Template in the Planning Control Panel
- Overview of Steps to Set Up Initiative Planning
- Map the Initiative Template to a Scenario(s)
- Initiative Workflow
- Set up Attributes to Map to Initiatives
- Set Up Categories
- Setup/Design the Initiative Template
- Set Up Approval Roles for the New Template
- Add an Initiative Template
- Add Attributes
- Adding Assets to Initiatives
- Workforce Planning Admin Guide
- Workforce Planning
- Define Compensation Items for Workforce Planning
- Description of Fields on the Compensation Item Page
- Understanding Pre-built Calculation Basis
- How to Set up 401k Match
- How to Update Compensation Items Loaded via Data Load Rules
- How to Copy all Compensation Items and Rates from One Scenario to Another
- How to View Compensation Items in a Report
- How to Make an Workforce Attribute Available as a Value Source
- Marginal Benefit Calculation Setup Examples
- How to Make the Bonus Expense Calculation Variable
- How Changes to Compensation Items Affect Running Scenarios
- Situations When You Can't Edit a Compensation Item
- Compensation Basis Examples
- Add Compensation Items Overview
- Description of Fields on the Add Compensation Item Page
- Understanding of Wages
- Understanding of Wages with Annual Cap
- Understanding Fixed Amount
- Understanding Fixed Amount based on Employee Attribute
- Understanding Fixed Amount per FTE
- Understanding Rate x Hour
- Understanding Tiers on Employee Attribute - Value in Wages
- Understanding Tiers on Employee Attribute - Value in Wages with Varying Annual Cap
- Understanding Tiers on Employee Attribute - Value in Hours per Period
- Understanding Tiers on Employee Attribute - Value in Hours per Period with Annual Cap
- How to Input Data Using the Direct Data Input Compensation Item
- How to Lock Compensation Items to Prevent Modification
- Linking to Global Fields
- 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 Use Pays Setup to Calculate Salary Differently for Salaried Versus Hourly Employees?
- How to Map a Pay Plan at the Employee or Compensation Item Level?
- How to Complete Pays Setup - Workforce Planning?
- Employees Application Page - Workforce Planning
- Personalize the Employee list page - Workforce Planning
- Calculating Budget Review Date and Current Review Date
- Description of Fields on Employee Add Page
- Automated Employee Processing
- Employee Positions Outside of the Current Budget Cycle
- Performance Statistics - Workforce Planning Employee Page
- How to Extract Allocated Employee Information
- How to Move Employees from One Cost Center to Another
- What is Mass Update and How to Apply a Mass Update to Employees - Workforce Planning
- Pop-up Message Introduced across all the windows in Workforce Planning Setup
- Configuring Workforce Planning
- Security Administration
- Workforce Defaults
- Add Employees & Details
- Templates
- Template Mapping
- User Access
- Reporting
- Employee Type
- Budget Entities Explained
- Advance Search in Workforce Planning
- Managing Compensation Items Access and Visibility with the Workforce User Access Tab
- Workforce Planning
- Capital Planning Admin Guide
- Structured Planning User Guide
- Dynamic Planning
- Dynamic Planning Basics
- About Dynamic Planning
- Spotlight versus SpotlightXL
- User Roles
- User Role Permission, Access, and Security
- User Types
- Unified Tenant
- Guard Rails
- Online Help, Support, Community, and Solution Hub
- Supported Browsers for SpotlightXL and Spotlight
- Automatic Signout
- Frequently Asked Questions
- Unique URLs for Artifacts
- Dynamic Planning: SpotlightXL and Spotlight for Office Installation
- 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
- ClickOnce Flexible Deployment
- Troubleshooting Tips
- Installation Best Practices
- Dynamic Planning: SpotlightXL User Guide
- User Roles
- Dynamic Planning Analyze Task
- Overview
- Analyze
- Report
- Excel Report
- Model
- Manage
- Accessing SpotlightXL
- Username and Password Security
- Introduction to SpotlightXL
- User Roles, Access, and Security
- Quick Summary of How to Assign or Restrict Access
- Dynamic Planning: SpotlightXL User Guide: Summary
- Dynamic Planning Analyze, Data
- Dynamic Planning Analyze, Design View
- Dynamic Planning Analyze, Design With, Report
- Dynamic Planning Application Administration
- Dynamic Planning Attributes
- Dynamic Planning Cascade Reporting
- Dynamic Planning Data Locking
- Dynamic Planning Export Data
- Dynamic Planning External Source Model
- Dynamic Planning External Source Model Functions
- Dynamic Planning Groups
- Dynamic Planning How to Add a Group and User Group
- Dynamic Planning How to Add a User
- Dynamic Planning How to Backup a Model
- Dynamic Planning How to Define Substitution Variables
- Dynamic Planning How to Find Data Cells Quickly
- Dynamic Planning How to Load an External Data Source into a Master Model (Legacy)
- Dynamic Planning How to Lock Dimension Members
- Dynamic Planning How to Work with Model, View, and Report Folder and Organization Functionality
- Dynamic Planning Import and Export Data
- Dynamic Planning Manage Task
- Dynamic Planning Manage, Application Settings
- Dynamic Planning Manage, Audit Log
- Dynamic Planning Manage, Metadata Download
- Dynamic Planning Manage, Model Backup and Restore
- Dynamic Planning Manage, Model Permissions
- Dynamic Planning Manage, Process Management
- Dynamic Planning Manage, Request Status
- Dynamic Planning Model Administration
- Dynamic Planning Model Calculations
- Dynamic Planning Model Data
- Dynamic Planning Model Dimensions
- Dynamic Planning Model Formulas
- Dynamic Planning Model Lookup
- Dynamic Planning Model Maps
- Dynamic Planning Model Scopes
- Dynamic Planning Model Setup
- Dynamic Planning Model Substitution Variables
- Dynamic Planning Model Task in Excel
- Dynamic Planning Model Validation
- Dynamic Planning Multi-Tab Reporting
- Dynamic Planning Navigation Access
- Dynamic Planning Negative Amounts in Reports
- Dynamic Planning Office Reports
- Dynamic Planning Overview of Excel Reporting
- Dynamic Planning Refreshing and Formatting Excel Reports
- Dynamic Planning Repeat Headers Across Multiple Pages
- Dynamic Planning Report Design Using Substitution Variables and Expressions
- Dynamic Planning Report Task
- Dynamic Planning Report, Design
- Dynamic Planning Report, Run
- Dynamic Planning Schedule Management
- Dynamic Planning Setting Up an Assumptions Worksheet
- Dynamic Planning Setting Up Excel Reporting
- Dynamic Planning Setting Up Excel Reporting Security
- Dynamic Planning Sharing Excel Reports with People without a Dynamic Planning License Using Snapshots
- Dynamic Planning Spotlight User Guide Supported Chart Types and Formatting on the Web
- Dynamic Planning SpotlightXL User Guide Chart Formatting and Types
- Dynamic Planning Token Management
- Dynamic Planning User Groups
- Dynamic Planning User Management
- Dynamic Planning Using Substitution Variables and Expressions with Excel Reports
- Dynamic Planning View and Report Permissions
- Example Substitution Variable Expressions
- Dynamic Planning SpotlightXL User Guide Function Support
- Dynamic Planning Global Settings for View and Report Properties
- Dynamic Planning How to Add a Chart to a Report
- Dynamic Planning How to Add a Leaf Level Member to a Hierarchy
- Dynamic Planning How to Add or Delete Dimensions from a Model
- Dynamic Planning How to Apply Scope to a Model
- Dynamic Planning How to Cascade a Report
- Dynamic Planning: How to Clear a Model
- Dynamic Planning How to Create a Map
- Dynamic Planning How to Create a Report off a Model and a View
- Dynamic Planning How to Create a View and Specify Properties
- Dynamic Planning How to Create and Load External Source Models
- Dynamic Planning How to Create Dimensions as Attributes
- Dynamic Planning How to Define Dimension Security
- Dynamic Planning How to Define Multiple Number Formats for Dimension Members in Views
- Dynamic Planning How to Delete a Model
- Dynamic Planning How to Download Data from the Structured Planning, Consolidation, and Reporting Applications into Dynamic Planning
- Dynamic Planning How to Filter Members Using Design Manager
- Dynamic Planning How to Generate a Model
- Dynamic Planning How to Lock a User and Prevent Sign On
- Dynamic Planning How to Lock a Model to Prevent Modification or Clearing
- Dynamic Planning How to Lock and Unlock Scaling
- Dynamic Planning How to Lock Members in a View or Report to Prevent Modification
- Dynamic Planning How to Perform Multi-Tab Analysis
- Dynamic Planning How to Restore a Model
- Dynamic Planning How to Save Data on Attributes for Views and Reports
- Dynamic Planning How to Select Data and Member Design Manager Options to Populate Report Values
- Dynamic Planning How to Set up a Power User with Access to Everything
- Dynamic Planning How to Share a POV Dimension Across Models in a Report
- Dynamic Planning How to Specify Match Criteria
- Dynamic Planning How to Use Change Data Tracking
- Dynamic Planning How to Unlock a Locked User
- Dynamic Planning How to Use Currency Exchange Rates
- Dynamic Planning How to Use Drag, Drop, Pivot, and Zoom Actions to Analyze Data
- Dynamic Planning How to Use Excel Based Formulas
- Dynamic Planning How to Use the Metadata Viewer
- Dynamic Planning How to Use Variables in Views and Reports
- Dynamic Planning Publishing and Opening Excel Reports, Word Reports, and PowerPoint Reports
- Transferring Data from One External Source Model to Another External Source Model
- Dynamic Planning: How to Update a Dimension Hierarchy Without Clearing a Model
- Using Dynamic Commentary in Excel Reports
- Dynamic Planning: Manage, Application Statistics
- Dynamic Planning: Best Practices for Model Building, Model Refresh, and Model Restructure
- Dynamic Planning: Group Access
- How to Open a Second Instance of SpotlightXL
- Dynamic Planning: How to Configure the Number of Invalid Login Attempts
- Dynamic Planning: How to Create a Report Based Off an Existing Report
- Dynamic Planning: How to Create a Report Based Off Multiple Models
- Dynamic Planning: SpotlightXL and Spotlight for Office Installation
- SpotlightXL User Summary
- Spotlight for Google Sheets
- Dynamic Planning: Spotlight User Guide
- Overview
- Analyze
- Report
- Model
- Supported Browsers
- Accessing Spotlight
- Username and Password Security
- Dynamic Planning Spotlight User Guide Analyze Task
- Dynamic Planning Spotlight User Guide Model Task
- Dynamic Planning Spotlight User Guide Report Task
- Spotlight User Summary
- Dynamic Planning: Calculation Scheduler Option in Spotlight Web
- Dynamic Planning: Spotlight for Office User Guide
- Purpose of Spotlight for Office
- Installation Options for Spotlight for Office
- Embedding Excel Workbooks in PowerPoint and Word
- One Spotlight Login for all Office Products
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Creating and Formatting a Chart in PowerPoint or Word with Spotlight for Office
- Dynamic Planning: Using Excel Reporting
- 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: Improved Aggregation Process
- Using Drill-Through
- Views and Reports
- Writing Back Data
- 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
- Quick Summary of How to Assign or Restrict Access
- Overview
- Assign User Group Access to Models, Reports, and Views
- 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
- Set up a Contributor User with Access to Specific Models
- 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 API Library
- Base URL
- List of APIs
- Append Attributes (Master and Analytic Models)
- 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)
- Response
- Sample Payload for Updating the Member-Attribute Mapping for Previously Saved Attributes
- Parameters
- Sample Payload for Creating or Appending Attributes and 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)
- Append Dimension Members (Master and Analytic Models)
- Calculation Run (Master and Analytic Models)
- Clear 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
- Dynamic Planning: Subject Matter Guides
- Dynamic Planning: Using Breakback
- Dynamic Planning: Using Excel Reporting
- Dynamic Planning: Using External Source Models
- ESM Formatting in SpotlightXL
- External Source Model Overview
- External Source Model Benefits
- List of Key External Source Model Features
- External Source Model Process
- Creating an External Source Model using Model Manager
- Creating Fields in the External Source Model using Model Manager
- Creating Formulas in the External Source Model using Model Manager
- View Formula in External Source Model
- External Source Model Field Types, Expressions, and Formulas
- Loading Data into the External Source Model
- Loading Data into External Source Models using PCR Data Load Rules
- Transferring Data from One External Source Model to Another External Source Model
- Access to ESMs
- Model Permissions for ESM Models
- Group Access to ESM Views
- Calculations in SpotlightXL Honor Group Access for ESMs
- 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
- Managing Group Access
- Step-by-Step Use Case for Forecasting Revenue Spread Over Time
- Creating a Master Model
- Viewing the Source Data
- Using a Calculation to Load Data into the Master Model
- Defining the External Source Model
- Loading Data into the Opportunity Data External Source Model
- Viewing the Data in the Master Model
- Using Views to Input Future Opportunities into the Source Model
- Defining a Map from Source Model to Master Model
- Explanation of the Lookup Function
- Explanation of the DaysFactor Function
- Backup and Restore of External Source Models
- External Source Model Best Practices
- Dynamic Planning: Using Direct Access (aka Direct Connect) to PCR Financial Reporting
- Purpose of Direct Access to PCR
- 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
- Adding Substitution Variables and Derived Variables to Existing Direct Access Models
- Viewing PCR Substitution Variables and Derived Variables in SpotlightXL
- Creating a Direct Access Model with PCR Substitution Variables and Derived Variables
- Using PCR Substitution Variables and Derived Variables in Reports at Runtime
- 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: Using Model Manager
- Overview
- Accessing the Model Manager
- Purpose of the Model Manager
- When to Use the Model Manager
- Dynamic Planning Model Manager Layouts
- Dynamic Planning Model Manager Security
- Dynamic Planning Model Manager, Creating and Editing Models
- Dynamic Planning Model Manager, Using the Model Artifacts Browser
- Modeling Model Manager, Global Model Actions with the More Menu
- Using Model Manager Summary
- Dynamic Planning: How To Tasks
- Report Collection for Dynamic Planning
- Dynamic Planning Basics
- Consolidation
- Configuration Checklist
- Prerequisites
- Intro to Consolidation
- Standard Journals
- Recurring Journals
- Dynamic Journals
- Non Controlling Interest
- Reclassifications
- Eliminations
- Validations
- Formula Validation
- Copying Journal Entry Data
- Performing Entry Actions on Multiple Entries
- Rules
- Reporting
- Consolidation Status
- Consolidation Functionality Changes
- Consolidation User Options
- Consolidation Control Panel
- When Consolidation Is Needed
- Configuration Tasks
- Security Administration
- 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
- Currency Exchange Rate
- Interim Currency
- Currency Exception
- Hyperinflationary Economy
- Calculation Exceptions
- CTA
- Reporting Currency
- Entity Currency
- Currency Setup Summary
- Standard Reports
- Setting Up Hierarchies
- Finance Hierarchy
- Reporting Members
- Calculated Members
- Alternate Hierarchies
- Dated Hierarchies
- Sibling Hierarchies - Multiple Set of Books
- Source Hierarchies Used to Create Sibling Hierarchies
- How to Create a Sibling Hierarchy Using a Sibling Hierarchy as the Source
- What are Sibling Hierarchies and Why Do I Need to Create Them
- How to Create a Sibling Hierarchy Using the Main Company Hierarchy as the Source
- How to Add Members to Sibling Hierarchies
- Report Categories
- Hierarchy - Reporting, Entity, & Interim Currency
- Additional Hierarchy Topics
- Best Practices
- 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
- User Management
- Administration
- Journals
- Non Controlling Interest
- Reclassifications
- Eliminations
- Validation
- Consolidation Process
- Cloud Scheduler for Consolidation Admin
- What is Cloud Scheduler and How Does It Work?
- Providing Users with Access to Cloud Scheduler
- Understanding Process Flow and Job Manager
- Cloud Scheduler for Consolidation Admin Summary
- Cloud Scheduler for Standard Journals
- Cloud Scheduler for Recurring Journals
- Cloud Scheduler for Reclassification Journals
- Consolidation - Income Statement Retained Earnings Account & Retained Earnings Roll Forward
- Security Overview
- Centralized Security
- 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
- Load Data to Planful
- Actual Data Templates
- Translations Setup
- Export Data / Export Data Setup
- Transaction Details
- Data Calculation Exceptions
- Additional Data Load Topics
- Verify Data
- How to Verify Data was Loaded to Planful
- Description of Fields on the Verify Data Page
- Data Load History
- How to Load Zeros Through Data Load Rules to Reflect in a Template
- Best Practices for Loading Data
- Data Load Missing Segment Member - Opt In Feature
- Auditing Data Integration
- Limitations when Loading Data
- Overview and Cheat Sheet
- Loading Data to Planful Summary
- Scenario Setup
- Overview
- Description of Fields on the Scenario List Page
- 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
- Scenario Setup Summary
- How to Provide Scenario Access to Multiple Users at Once
- How to Delete a Template from a Locked Scenario
- How to Add a Report Category
- 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
- Loading Data with An Elimination Company
- How-tos?
- How to Setup for Enhanced Retained Earnings Roll Forward?
- How to Configure 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?
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- Enhancements to Application Behavior
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Dynamic Planning Attributes
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Overview
Attributes are characteristics associated with dimensions and are most commonly used to create alternative roll-ups for analysis and reporting. Dimension Security supports attributes in views and reports.
Suppose in a Budget model, you have Customer, Company, Product dimensions defined. For a dimension called Product, you can configure attributes like size or color. These attributes provide additional flexibility to look into your data from a different perspective.
Attributes can be used in view and reports for reporting and analysis.
Additionally, attributes are calculated dynamically at run-time. When you add or delete or change an attribute or its mapping, you do not need to recalculate the model. You can quickly map certain dimension members to an attribute and then run a view or report using that attribute and see its rollup value. Then you can make changes to the mappings to see the differences in the rollup values quickly.
Setting Up Attributes
Power user and Contributor roles can set up attributes. Reviewers can use attributes that are set up, but must first be provided access.
There are two ways to set up attributes:
Importing Attributes and Attribute Hierarchies from the Structured Planning, Consolidation, or Reporting Applications
When importing attributes and attribute hierarchies from Structured Planning, Consolidation, or Reporting applications, you must define a map in SpotlightXL to transfer the data from Structured Planning, Consolidation, or Reporting applications.
In this example the VP_Resp attribute (not shown below) defined on the Department dimension in the Structured Planning, Consolidation, or Reporting applications and the ReportingResponsibility attribute hierarchy (shown below) defined on the Department dimension are mapped as attributes in the Dynamic Planning SpotlightXL application.
Attributes as Defined in the Structured Planning, Consolidation, or Reporting applications for this example is shown below.
In Practice
Access the Model Map page.
For Source Dimension select Attribute.
For Source Filter, all members below VP_Resp including VP_Resp will be transfered to Dynamic Planning from the Structured Planning, Consolidation, or Reporting applications.
For Source Value, the VP_Resp attribute (which is the root level member of the AllReportingResponsbility attribute hierarchy as defined in the Structured Planning, Consolidation, or Reporting applications) is selected as it is the attribute in the Structured Planning, Consolidation, or Reporting applications that will be transfered to Dynamic Planning.
Select the Target Dimension, which is VP_Resp. You must always include the dimension when mapping an attribute from the Structured Planning, Consolidation, or Reporting applications. In this case the dimension is Department, which is included in the map shown below. Another example might be if you want to map the Color attribute defined on the Product dimension in Structured Planning, Consolidation, or Reporting applications. In this case, your map must include both the Product dimension and the Attribute color.
The Target Filter, like the Source Filter is MemberAndBelow so that all members below VP_Resp (including VP_Resp) will be populated in Dynamic Planning.
Note:MemberAndBelow is the only source filter that is currently supported for creating and moving the attributes from the Structured Planning, Consolidation, or Reporting applications to the Dynamic Planning application.Lastly, the Target Value is the attribute named VP_Resp.
Similar mapping is done for the attribute hierarchy named ReportingResponsiblity as shown below.
Also the attribute that you are mapping from the Structured Planning, Consolidation, or Reporting applications should have mapping defined to the leaf members of the base dimension in the Structured Planning, Consolidation, or Reporting applications.
Attributes mapped will be created in Dynamic Planning once the model is refreshed. To refresh the model, run the calculation by accessing the Model Calculation page. Ensure the DownloadData and DownloadMetadata types (shown below) are selected.
Note:You can also access the Manage, Application Administration, Metadata Download page and click Run to refresh metadata.Once the model is refreshed, access the Model Setup page to verify the attributes were created for the model and associated dimension. An example is shown below.
If you want to make changes to an attribute in Dynamic Planning that is sourced from Structured Planning, Consolidation, or Reporting applications, make the change in the Structured Planning, Consolidation, or Reporting applications, and then refresh the model to reflect the same changes in Dynamic Planning.
Creating Attributes within Dynamic Planning
Navigate to Model , Attribute. The new Attribute page displays attributes associated with a selected Model and Dimension. It also provides functionality to create new attributes for a specified Model and Dimension as well as update attributes already associated with a Model and Dimension.
The image below displays the Budget Model, Account Dimension, and the associated attribute.
See: Displaying Leaf Members for detailed information on the Enable Dimension Leaf Members property.
Model —Name of model to which the attribute will be or is associated
Dimension —Name of the dimension to which the attribute will be or is associated
Attribute— Name of the attribute associated with model. By default, New Attribute is displayed
Enable Dimension Leaf Members - Select Yes to display leaf level members of an attribute’s mapped dimension in views and reports.
Yes must also be selected to save data on attributes in views and reports. Ensure Enable Save is set to Yes for view on the Design View and/ or Design Report Properties pages. Drill through is supported for Views and Reports which have attributes when ‘Enable Dimension Leaf Members’ property is set to ‘Yes’.
Action — There are two actions available based on the stage of the attribute.
Select the Update action to update attribute data associated with a Model and Dimension with the latest changes (see Updating an Attribute).
The following fields are available when you select Update:
Member Code - A unique identifier for the dimension member.
Member Parent - The name of the parent member in the dimension hierarchy that the member rolls up to. For example, the Time dimension Parent Member might be 2016 and the Rollup Member might be Q12016.
Member Display Label - Allows you to customize the display label. For example, if the Member Code is Jan-15 and you want to display the full name of the month, enter January-15 in the Member Display Label field.
Once the attribute is set up to map the attribute members to leaf dimension members, select Set Attribute Mapping so that all leaf members of the selected dimension will be displayed. You can type the attribute members in the attribute member code column or you can select from the drop-down and then save the attribute.
The following fields are available when you select Set Attribute Mapping:
Dimension Member Code - Dimension code for all leaf members of the selected dimension is displayed.
Dimension Member Parent - Parent member for all leaf members of the selected dimension is displayed.
Attribute Member Code - Enter the attribute members here or select from the drop-down.
Creating a New Attribute on a Dimension
In Practice
Navigate to Model Setup.
Select the Model you want a new attribute associated with.
Select the Dimension you want a new attribute associated.
Enter the name of the new attribute in the New Attribute field.
In Member Code area, add new members. Adding attribute members is similar to adding dimension members. You can define the attribute with one root member or have multiple levels. You can also provide display label details for all the members of the attribute.
Map dimension members to attributes members using the Set Attribute Mapping action.
Save.
View attribute mapping details by accessing the Model Dimension page as shown below. Make sure you select the View Attribute Mapping action on this page.
Providing Access to the Attribute Page
Power users can disable access to the attributes setup for Contributor users from the Navigation Access screen as shown below.
Deleting Attributes
You can delete attributes from a generated (and unlocked) model without clearing and regenerating the model. There are no effects on data in the model.
This option is available only in SpotlightXL.
In Practice: Deleting an Attribute from a Generated Model
Select Model, Setup.
Select the model from the Model drop-down.
Make sure the model is unlocked.
Select Model, Attribute.
Select the dimension that the attribute is associated with.
Select the attribute that you want to delete.
Click Delete from the menu ribbon.
A message appears asking you confirm.
Click Yes to confirm the deletion.
Select Model, Model Administration, Validation.
Select the model from the Model drop-down.
Review the status of the validation report to determine if there are any model artifacts that need to be updated. You may have reports or views that referred to the deleted attribute and that need to be updated. Repeat the validation until you have made corrections to all the artifacts.
Using Attributes in Views
In Practice
Navigate to Analyze >Data .
Select the model/view for which you created the attributes.
Select the Design View subtask.
Click the Properties action.
In the Attributes section of the page(shown below), select the attribute properties for the selected view.
For Attribute Display, select from one of the following options:
Attributes with Dimension - Displays the attribute and the associated dimension
Attributes without Dimension - Displays the attribute only
Select the attributes you want to use for the view. Attributes are displayed for selection in the Select Attribute1 , Select Attribute2 fields. Note that a maximum of 2 attributes is allowed for selection in a View. The image below shows how the attributes created on the Attribute page are populated and available in the Attributes list box on the Properties page. Select
Save the view.
Note:Note that when you are using attributes in a View, Design View mode will not display data. Data will only be displayed during run mode.Navigate to Analyze , Data to run the view. The attributes defined are displayed in a way similar to page level POV as shown below.
Using Attributes in Reports
You can use attributes in reports as you would dimensions. A report with attributes is shown below.
To use attributes in your reports, provide required mappings for each cell in the report by accessing the Design subtask and the Design Manager action (shown below).
If you create a report from a View that has attributes, you can use the Design subtask or the Capture data option. Both options will capture attribute mappings defined in the view and carry the mappings into the report.
If you create the data intersection in an existing report or in a new report, Design Manager will display the attributes in the selected model if you select the Attributes checkbox at the bottom of the Design Manager screen.
Make attribute member selections as you would dimension members. You can select up to two attributes per report.
Using POV in Reports with Attributes
When creating the dimension member or POV member in an existing report or in a new report, Design Manager will display the attributes of the selected model in the Dimension drop-down if you select the Attributes checkbox at the bottom of the Design Manager screen as shown below.
Using Attributes in Formulas to Identify Cells to Calculate
You can use Attributes within formulas to identify the data cells that should be modified by the formula.
List the Attribute in the Filter section of the formula. This is the section where you provide the Dimensions list.
In the Filter column, only LeafMembers is supported.
In the Filter Value column, you can specify the attribute member, a variable, or a variable expression.
Attributes cannot be used in the Formula Design or Formula Member section. They can be used only in the Filter section of the Formula.
Consider the following Attribute defined on the Product dimension, Olympics:
Then define a formula that assumes that freight costs will be higher for products with an Olympics logo on them. In the example below, freight costs per unit are increased by $2 for products with a 2-color Olympic logo on them.
If you want to set the year and attribute value just before running the calculation, you could add variables to the Filter Value. Regular dimensions and Attributes can both use variables.
You can also use variable expressions for the Filter Value. In the following example, the 4th quarter of the year and the first logo type in the Olympics attribute will be calculated with the formula. Regular dimensions and Attributes can both use variable expressions.
For more information on expressions, see Example Substitution Variable Expressions.
To run the formula, create a calculation that includes a row for the formula to be executed and defines the variables. Then add a row to aggregate the parents affected by the formula, if desired. In the example below, Scenario and Year is a separately defined Scope with variables @Scen@ and @Year@.
Best Practice
Use attributes in formulas only if needed.
Using Attributes in Maps for Leaf Data Transfer
You can use Maps with Attributes to copy leaf-level data from one analytic model to another, from a master model to an analytic model, or from an analytic model to a master model. This feature is not designed to transfer data from HACPM_Financial to analytic models.
Attributes provide a way to group a set of leaf dimension members together. The group can be composed of leaf members at different levels or in different parent structures within a dimension. Thus, it may be more efficient for you to copy leaf data between models using attributes to describe the set of members, instead of specifying each member you want to copy.
Attributes do not have data associated with them directly. Attributes point to base dimension leaf members which have data associated with them. When you transfer data to or from an attribute, you are copying data to or from the associated base dimension leaf members.
The Map must be of Type Data and must Transfer only Leaf data.
There are three methods to choose from:
Attribute in Source to Attribute in Target (One-to-One)
This method copies the data for source base leaf members to corresponding target base leaf members.
Specify Filter Type LeafMembers in Source to LeafMembers in Target, or MemberAndBelow in Source to MemberAndBelow in Target.
Specify Match Criteria Common if the base leaf members associated with the source and target are not identical.
The attribute member names can be the same or different between source and target. For example, the attribute name in the Source could be USA/Can and the attribute name in the Target could be US and Canada.
You can use variables and variable expressions with attribute and dimension member names.
Example 1
The following example copies leaf-level data from Everest Cycles to My Cycles, and both models have a Region attribute. Leaf data associated with the Region attribute USA/Can is copied to My Cycles.
A scope defines which data in My Cycles will be used in the calculation. In this case, there are no variables in use, but you can use them if you wish.
Here is a look at the Target data before the calculation is run.
A calculation clears data in the Target, runs the map, and aggregates data.
Here is a look at the Target data after the calculation is run.
Attribute in Source to Dimension in Target (One-to-One)
This method copies the data for source base leaf members to corresponding target dimension leaf members.
Specify Filter Type LeafMembers in Source to LeafMembers in Target, or MemberAndBelow in Source to MemberAndBelow in Target.
Specify Match Criteria Common if the base leaf members associated with the source and target are not identical.
The source attribute member names can be the same or different than the target dimension member names. For example, the attribute name in the Source could be USA/Can and the dimension member name in the Target could be North America.
You can use variables and variable expressions with attribute and dimension member names.
Example 2
The following example copies leaf-level data associated with the Region, USA/Can attribute from Everest Cycles to the Americas hierarchy in the Company dimension in My Cycles.
A scope defines which data in My Cycles will be used in the calculation. In this case, there are no variables in use, but you can use them if you wish.
A calculation clears Target data, runs the map, and aggregates data.
Here is a look at the Target data after the calculation is run.
Dimension in Source to Attribute in Target (One-to-Many)
This method copies the data from a source dimension member to all corresponding target base leaf members associated with the attribute.
Specify Filter Type FixedMember in Source to LeafMembers in Target.
Match Criteria is ignored on the row that refers to the attribute.
The source dimension member names can be the same or different than the target attribute names. For example, the dimension member name in the Source could be Europe and the attribute name in the Target could be EMEA.
The source dimension member can be a rollup member or a leaf member. Its data will be copied to each of the leaf base dimension members associated with the Target attribute. You copy data for only one source dimension member at a time.
You can use variables and variable expressions with attribute and dimension member names.
Example 3
The following example copies the data for the fixed member Europe in the Company dimension from Everest Cycles to all base dimension leaf members associated with the EMEA hierarchy in the Region attribute in My Cycles.This is a one-to-many operation.
Note that Europe is a parent-level member. You can use any level of member as the Source.
A scope defines which data in My Cycles will be used in the calculation. This example uses variables.
Here is a look at the Source data in Everest Cycles for Europe.
A calculation clears Target data, runs the map, and aggregates data.
Here is a look at the Target data in My Cycles after the calculation is run. Notice that the same data was copied to each base leaf dimension member that is associated with the EMEA attribute. This is a one-to-many operation.
Using Attributes in Maps for Metadata Transfer
You can copy Attributes along with their base dimension member mappings from a Source model to a Target model.
Each Attribute is associated with a dimension, and attribute members are mapped to the leaf members in the base dimension. You can copy both the attribute and the mappings from one model to another. This feature is not designed to transfer data from HACPM_Financial to analytic models.
The Map must be of Type Metadata or Both.
The Transfer type must be Leaf if used with map type Both.
When copying Attribute definitions and mappings, the following rules apply:
The Target model must be cleared and regenerated as part of the process.
The Source Filter Type can be AllMembers, LeafMembers, or MemberAndBelow.
The Target Filter Type can be AllMembers, LeafMembers, or MemberAndBelow.
Match Criteria Common is assumed, by default, on the row in the map that refers to the Attribute, whether you specify Common or not.
Lookups are not supported for attributes.
You can use variables and variable expressions with attribute and dimension member names.
The Attribute is created in the Target model and the dimension member mappings are copied for all dimension members that are common between the source and target.
If the Target model already has the same Attribute, its attribute hierarchy and mappings are deleted and replaced with the attribute hierarchy and mappings from the Source. The display labels originally assigned to the Target Attribute members are retained.
Example
The following example copies the attribute Olympics and its mappings on the base dimension Product from Detailed Revenue to My Cycles.
Here is a look at the attribute and mapping in the Source model.
Here is a look at the Product dimension in the Target model, My Cycles, before the calculation is run. My Cycles has another Attribute called Intended Use that is unrelated to the Olympics Attribute that will be copied. It has many product codes that are different than the products in Detailed Revenue.
A calculation clears the Target model and regenerates it. When generating a model, only one map for that model can be of type Both or Metadata. Because the map we created is of type Metadata, the GenerateModel step automatically runs that map to create and move the metadata from the Source model.
Here is a look at the Product dimension in the Target model after the calculation is run. The Attribute has been copied along with the mappings.
Displaying Leaf Members of an Attribute’s Mapped Dimension
This feature allows you to display leaf level members of an attribute’s mapped dimension in views and reports. For example, let’s say you have an attribute called Product Type, which is an attribute of the Product dimension. Leaf level members of this Product dimension include; electric, single gear, and competitive. Within a view or report, you can now select the Product Type attribute and view the Product leaf level dimension members (electric, single gear, and competitive).
To enable this feature, access the Model task and the Attribute subtask. Select Yes for Enable Dimension Leaf Members as shown below.
Now, when you view the Product Type attribute in a view or report for the Expenses model, you can see the leaf level dimensions for the Product dimension. An example is provided below.
In the example above, ’20 inch’ is the product type attribute member whereas ‘B006742’, ‘B006813’, and ‘B006834’ are the product dimension members.
If Enable Dimension Leaf Members is set to No, the leaf level dimension members will not be available to view in a report or view.
In some cases, selecting Yes for Enable Dimension Leaf Members may result in a duplication conflict due to your naming convention for dimension and attribute members. For example, you might have a dimension named Sales in your dimension hierarchy. You might also have an attribute named Sales in your attribute hierarchy. This conflict may occur due to the attribute Member Code or Member Display Label. In order for the application to respond properly, you must change the Member Code or Display Label of the attribute.
To change the Member Code or Display Label of the attribute, access the Model task and the Attribute subtask. Select the Model, Dimension, and Attribute. Change the Member Code or Display Label and click Save.
When Enable Dimension Leaf Members is set to Yes and a duplicate is detected by the application, an email will be sent to the user. You can also view duplicate members, by accessing the Model task and the Model Validation subtask. The Model Validation page as well as the duplicate Sales Member Code (which is SALES) for the AllReportingResponsibility attribute is shown below.
The fields under the Duplicate Attribute Member Codes heading are described below.
Attribute Name | The name of the attribute that has either a duplicate Member code or Display Label. |
Attribute Code | The code of the attribute member that has either a duplicate Member code or Display Label. |
Attribute Path | The location of the attribute within the hierarchy. |
Dimension Name | The name of the dimension that has a duplicate name. |
Member Code | The name of the dimension member that is duplicated. |
Member Path | The location of the leaf level dimension member within the hierarchy. |
Limitations
Maximum of 5 attributes per Dimension is allowed
Maximum of 2 attributes in a View is allowed
Maximum of 2 attributes per Model in a Report is allowed
Attribute name must be unique
Attribute name cannot match any dimension name for the model
Attribute name cannot contain "." (dot) character.
Use of special characters in the attribute name is not recommended
"New Attribute" is a reserved keyword and cannot be used as an attribute name
Drill through functionality in Views and Report is not support if attributes are enabled
Data cannot be saved from the View / Report if attributes are being used in that View / Report
When you are using attributes in a View, data will not displayed in design mode i.e. Analyze > Design View. Data will only be displayed only during the run model i.e. Analyze > Data
Table of contents
- Overview
- Setting Up Attributes
- Creating Attributes within Dynamic Planning
- Providing Access to the Attribute Page
- Deleting Attributes
- Using Attributes in Views
- Using Attributes in Reports
- Using Attributes in Formulas to Identify Cells to Calculate
- Using Attributes in Maps for Leaf Data Transfer
- Using Attributes in Maps for Metadata Transfer
- Displaying Leaf Members of an Attribute’s Mapped Dimension
- Limitations
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