Introduction to SpotlightXL

Once logged in to SpotlightXL, task, user, role and application information is displayed in the ribbon.

Click Select Task to view available tasks. SpotlightXL is comprised of five tasks: Analyze , Report , Excel Report , Model , and Manage . 

Available tasks are role dependent so you will only see the tasks for which you have access.

1. Analyze - Perform analysis activities such as selecting a model and an associated view, refreshing the data in the model, zooming in and out of models, keeping only certain aspects of a model or removing aspects of a model, and pivoting of models.

2. Report - View static reports, design formatted reports, and share reports with users in your organization for collaboration and review by operational employees and strategic approvers.

3. Excel Report - View and run reports designed with the full functionality of Excel and include links to data in the model. Publish and download reports in the cloud.

4. Model - Perform more intricate and granular tasks such as setting the type of model, setting permission, establishing dimension security, adding dimensions, changing aggregation values, calculation of the model, copying models, saving formulas, updating dimensions, and loading data.

5. Manage - Built for the power user, with this task you can perform metadata and data integrations, define settings, and create and perform user administration tasks.

Each task is identified within the workbook tab area. For example, there is a tab for Analyze (called Analyze), Report, Model, and Manage. A tab is created for each task you access. Only one tab is created per task (example below).