Dynamic Planning: User Tasks

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

Power UserTasks

How to Add a Group and User Group

How to Add a User

How to Backup a Model

How to Configure the Number of Invalid Login Attempts

How to Define Dimension Security

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

How to Lock a User and Prevent Sign On

How to Restore a Model

How to Set up a Power User with Access to Everything

How to Unlock a Locked User

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

Contributor and Reviewer User Tasks

How to Add a Chart to a Report

How to Add a Leaf Level Member to a Hierarchy

How to Add or Delete Dimensions from a Model

How to Apply Scope to a Model

How to Cascade a Report

How to Clear a Model

How to Create a Map

How to Create a Report Based Off an Existing Report

How to Create a Report Based Off Multiple Models

How to Create a Report off a Model and a View

How to Create a View and Specify Parameters

How to Create and Load External Source Models

How to Create Dimensions as Attributes

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

How to Define Substitution Variables

How to Delete a Model

How to Filter Members Using Design Manager

How to Find Data Cells Quickly

How to Generate a Model

How to Load an External Data Source into a Master Model

How to Lock a Model to Prevent Modification or Clearing

How to Lock and Unlock Scaling

How to Lock Dimension Members

How to Lock Members in a View to Prevent Modification

How to Perform Multi-Tab Analysis.htm

How to Save Data on Attributes for Views and Reports

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

How to Share a POV Dimension Across Models in a Report

How to Specify Match Criteria

How to Update a Dimension Hierarchy Without Clearing a Model

How to Use Change Data Tracking

How to Use Currency Exchange Rates

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

How to Use Excel Based Formulas

How to Use the Metadata Viewer

How to Use Variables in Views and Reports

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