Spotlight User Summary

Dynamic Planning: Spotlight User Guide: Overview

• Dynamic Planning: Spotlight User Guide: Overview

  • Overview

  • Analyze

  • Report

  • Model

  • Supported Browsers

  • Accessing Spotlight

    • To launch Spotlight from the Planful application:
    • To launch Spotlight independently from a web browser:

• Username and Password Security

Overview

Spotlight is a Web HTML5 front-end that provides functionality for Analyze, Report, and Model Manager. Spotlight is available for native and single sign-on (SSO) users, and can be used in a web browser or on an iPad. Spotlight provides three tasks: Analyze, Report, and Model.

Analyze

With Analyze, you can perform analysis activities, such as:

• Selecting a model and an associated view.
• Refreshing the data in the model.
• Zooming in and out of hierarchies in the view.

Report

With Report, you can:

• View static reports.
• Share reports with users in your organization, for collaboration and review by operational employees and strategic approvers.
• View formulas created by the report designer.
• Enter data into cells and save it (if enabled by the report designer).
• View charts and graphs in your reports.

Model

With Model, you can:

• Select a model and run the views or reports associated with it (all users).
• See the model's structure, such as dimensions and attributes (all users with access to the model and dimensions).
• See what calculations, formulas, and scopes are associated with the model (Power and Contributor users with access to the model).
• See how data flows into and out of the model and the associated maps (Power and Contributor users with access to the model).
• See the statistics associated with the model (Power and Contributor users with access to Model Setup).

Supported Browsers

Accessing Spotlight

You can access Spotlight from the Planful application or independently.

To launch Spotlight from the Planful application:

Click the Dynamic Planning icon from the Planful application as shown below, then click Analyze, Report, or Model.

Note: The Model option must be enabled by a Power user.

To launch Spotlight independently from a web browser:

1. Launch your web browser.

2. Enter the URL provided by your Power user.

3. Enter your username and password.

4. Option : Select Change Password to change your password, entering a new password in the New Password and Confirm Password fields, then clicking Login

5. Option : Select Remember Me to retain your username for future logins.

6. Click Login .

7. Select an application then click Select .

By default, you first see the Analyze screen. Click Analyze to see options for Report and Model.

Username and Password Security

Only a valid email address can be used as a username, using the following requirements:

• A minimum of 8 characters (10 characters is recommended)
• A maximum of 128 characters
• At least 1 uppercase character is required (A‐Z)
• At least 1 lowercase character is required (a‐z)
• At least 1 digit is required (for example, 8, 1, 0)
• At least 1 special character is required (for example, *, &, #)

Note: All current passwords will be retained and unchanged until you are prompted to change your password or decide to change your password.
If you change your password and it does not meet the requirements listed above, the following message is displayed: