- 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?
- How to Disable Display of Security Option from the Consolidation Control Panel?
- References
- Reports
- Reports User Guide
- File Cabinet
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- Overview
- Composition of a Dynamic Report
- Dynamic Report Setup Functionality
- Formatting a Dynamic Report - Overview
- How to Access the Format Pane
- An Explanation of Standard Formatting Functionality
- Cell Level Formatting Explained
- How to Reset Formatting Selections
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- How to Resize and Save Groups of Columns in a Dynamic Report
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- Template Notes in Dynamic Reports
- Overview
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- When Templates Notes Will NOT Display
- Template Notes in the Operational Planning Tab of a Dynamic Report Drill Through Report
- Dynamic Report Output Functionality
- How to Export to Excel All Members in a Rollup in a Dynamic Report
- Template Notes in DR
- Dynamic Commentary
- How to Post a Comment
- Dynamic Reports Mapped to Planning Templates
- Dynamic Reports Mapped to Planning Templates Overview
- Copying Dynamic Reports
- Print Dynamic Report
- How to Create and Modify Dynamic Reports
- Build and Run a Dynamic Report
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- How to Display Template Notes in a Dynamic Report
- Exporting Dynamic Reports Output in Unprotected View
- How to Modify a Dynamic Report from the Template Interface Accessed from the Planning Control Panel
- Integrating Dynamic Reports with Financial Package Publisher
- Drilling Capabilities
- How to Create and Modify Dynamic Reports Summary
- Dynamic Reports Use Case
- Setting Up and Using Substitution Variables
- Best Practices
- Limitations
- Overview
- How to Use Substitution Variables in Dynamic Reports
- How to Set Up Substitution Variables
- Modify the Look and Feel of Dynamic Report Output
- Best Practices and Tips
- Dynamic Reports Options
- Report Collection
- Financial Package
- Spotlight for Office
- Overview
- How to Log Into Spotlight for Office
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Copying Spotlight Formulas from an Excel View or Report to Word
- Copying Spotlight Formulas to PowerPoint using Copy Formulas
- Copying Spotlight Formulas to PowerPoint using Design PowerPoint Report
- Using Spotlight for Office
- Reports Administration Guide
- Configuration
- Security Administration
- Currency
- Hierarchies
- Load Data to Planful
- Setting Up Scenarios
- Reporting Roles
- File Cabinet
- Dimension Security
- Point of View
- Substitution Variables
- Lock Data
- Standard Reports
- Reporting Scenario Setup
- Cube Settings
- Workforce Reporting
- Workforce Reporting Enhanced Notifications
- Process Reporting Area
- Spotlight for Office
- Limitations
- Reports User Guide
- Dashboards
- Dashboards User Guide
- What are Dashboards
- Why Use Dashboards
- When to Use Dashboards
- How to Use Dashboards
- Dashboard Designer
- Using Consider Absolute Value Denominator Option for KPI Chart
- Using Dynamic Planning Data in a Dashboard
- Dynamic Report Chart
- Dashboard Read
- Saving Dashboards
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- Using Filters
- Custom Color Schemes
- How to Build a Workforce Dashboard
- Setting Dashboards as Your Homepage
- Best Practices
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- Dashboards User Options
- Dashboards Administration Guide
- Providing Users with Navigation Access to Dashboards
- Dashboards Reporting Area
- Use Dynamic Planning Data in Dashboards
- Dashboards Dimension Security
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- Substitution Variables
- Pre-Defined Custom Members/Formulas
- Dashboard Sharing
- Edit Versus View Access to Dashboards
- Dashboards Versus Dynamic Reports
- Dashboard Updates
- Recommended Dashboards Screen Resolution
- Auditing Dashboards
- Best Practices
- Dashboards Administration
- Dashboards User Guide
- Predict
- Predict Signals
- Business Value
- Enabling Predict Signals
- Model Training
- Pre-computation on Scenarios
- Accessing Predict: Signals
- Predict: Signals in Dimension based Dynamic Reports
- Predict: Signals on Templates
- Predict: How Signal Generation Works
- Signals Overview
- Signals Donut Charts
- Signals Context Pop-up
- Limitations for Signals Generation
- Feedback and Suggestions
- Predict Projections
- Predict Signals
- Budget Manager Experience
- Maintenance
- Administration
- User & Role Management Admin Guide
- Purpose of User and Role Management
- How to Access the User and Role Management Application Page
- Loading Users to Planful
- User Access/Security Overview
- Navigation Role and Access
- Exporting Navigation Role Summary and Detailed Reports
- Manually Add a User to Planful
- Locking Users and Preventing Sign On to Planful
- Copy An Existing User
- Approval Roles
- Scenario Access
- Consolidation Security
- User Groups
- Add-In Security (Optional)
- Data Integration Security
- Report Access
- Dimension Security Configuration
- Workforce Reporting Security
- Understanding the User Management Interface - Navigation Role
- Understanding the User Management Interface - Approval Role
- Understanding the User Management Interface - User Add Page
- Understanding the User Management Interface
- Offline Planning
- Understanding Scenario Setup
- Global Fields
- Copying Actual Data from Closed Periods
- Plan Scenarios
- Refreshing Actuals / Closed Period Data
- Refreshing Preloaded Data for Preloaded Scenarios
- Creating One Scenario Based on Two Existing Scenarios
- Deleting and Reloading All Employees in the Default Scenario
- Intelligent Data Seeding with the Plan Scenario
- Scenario Workflow
- Data Seeding
- Mapping Templates to Scenarios
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- Compare Scenarios
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- Simulation Engine
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- Understanding Configuration Tasks
- Ivy Configuration
- How to Access the Configuration Tasks Page
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- Define Reporting Areas
- Consolidation
- Workflow Configuration
- Workdays Setup
- Cloud Scheduler
- What is Cloud Scheduler
- How to Provide 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
- Customize Branding
- Comments Manager
- MyPlan Admin Guide
- User & Role Management Admin Guide
- Multi-Currency
- Currency Admin Guide
- Difference Between Common Currency, Local Currency, and Interim Currency
- Currency Setup
- Currency Type Setup
- Currency Type and Currency Type Exceptions
- Currency Exchange Rates
- Profile - Decision Hub
- Mapping - Decision Hub
- Decision Hub Summary
- Loading Exchange Rates Using Data Load Rules
- Viewing Exchange Rates on a Single Excel Sheet
- Currency Exception Setup
- Hyperinflationary Setup
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- Mass Loading Currency Exceptions
- Mass Load Exceptions - Detail View Page & Excel Error File
- Currency Use Case - Common Currency vs. Local Currency
- Interim Currency
- CTA Sets
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- Currency Admin Guide
- Hierarchy Management
- Hierarchy Management Admin Guide
- Why Hierarchies Are Needed
- Types of Hierarchies
- Hierarchy Management UI
- Entity Hierarchies
- Financial Hierarchies
- Attributes & Attribute Hierarchies
- Alternate Hierarchies
- Dated Hierarchies - Org by Period
- Sibling Hierarchies
- Report Categories
- Currencies
- OLAP Cube Configuration
- Auditing Hierarchies
- Dimension Locking
- Updating Reports with Changes Made to Accounts
- Hierarchies Management for Dynamic Planning
- Versioned Hierarchy Management in Dynamic Planning
- Disallowed Strings
- User Access to Hierarchies
- Usage Report
- Best Practices
- Hierarchy Management Admin Guide
- Planning Templates
- Planning Templates Guide
- What are Templates and Why are They Needed
- Template Types
- How to Access the Template List Page
- Description of Fields on the Template List Page
- Time Sets
- What Are Time Sets?
- How to Configure Time Sets
- How to Define a Time Set
- How to Set the Default Time Set
- How to Copy a Template and Add Time Set Functionality to the Template
- How to Copy Template Formula Changes to Different Scenarios
- How to Make a Copied Template with a New Time Set Available for Budgeting
- Data Allocation with Time Sets Recommendations
- Templates Based on Template Type
- Block
- How to Add a Global Template - Single Copy Template Type?
- How to Add a Global Template- Entity Copy?
- How to Add an Allocation Template Type?
- How to Add a Capital Template Type?
- Workforce Planning
- How to Add an HR Template Type?
- How to Add a Line Item Template Type?
- How to Add an Initiative Template?
- Template Setup
- Line Item Template Setup
- Capital Template Setup
- Initiative Template Setup
- Template Start and End Dates
- Avoiding Mismatched Lines Between Sub and Main Templates
- What is Reference Cube
- Rules for Template RC Lines
- Global Fields
- How to Add a Global Field
- How to Input Global Field Data
- How to Map a Global Field to Another Scenario and Budget Entities
- Working with Global Fields in the Planning Control Panel
- How to Apply Global Fields to Template Lines Accessed from the Planning Control Panel
- When and How to Map Global Fields to Templates for Budget Entity and Scenario
- Spreads
- Attributes
- Template Setup Examples
- What To Do Once Template Setup is Complete
- How to Provide Users with Scenario Access
- How to Create an Approval Role and Provide Users with Approval Role Access
- Displaying Currency Property Changes In Hierarchy Management In Templates
- Planning Templates Guide
- Workforce
- Capital Planning
- Capital Planning Admin Guide
- Scenario and Entity Mapping
- Adding Asset Categories
- Adding Finance Modes
- Reporting
- User Security
- Configuring Time Sets
- Adding Assets
- Adding Capital Templates
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- Configuring Capital Planning Attributes
- Inputting Data via the Planning Control Panel
- Capital Planning Admin Guide
- Rules
- Simulation Engine Guide
- What is Simulation Engine?
- When to Use Simulation Engine
- Why Simulation Engine is Needed
- How to Create a Simulation Engine Process
- How to Add Template - Entity Combinations to a Simulation Engine Process
- How to Schedule a Simulation Engine Process via Cloud Scheduler
- Copying Simulation Engine Processes From the Default Scenario to Other Scenarios
- Additional Features Available for Simulation Engine
- Simulation Engine Guide Summary
- FAQs
- Simulation Engine Guide
- Data Integration
- Admin Guide to Loading Data to Planful
- Data Integration Admin Guide
- Web Services / Boomi
- Integration Services
- Editing, Deleting and Copying Integration Service Processes
- Adding an Integration Service Process
- Working with Custom Parameters for Integration Service Processes
- Providing Navigation Access to the Integration Services Application Page
- Completing the Integration Services Configuration Task
- Introduction
- Cloud Services
- Google Drive
- NetSuite Integration
- Data Load Rules
- Clear Data
- DLR Locking
- Transaction Details
- Actual Data Templates
- Translations Setup
- Actual Data Template Setup
- Add Actual Data Templates
- Best Practices for Loading Data
- API Library
- Introduction
- Data Import
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- Workiva Integration
- Objects Overview
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- Client Application Platforms
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- API Calls - Overview
- Core API Calls
- Utility Calls
- Objects
- API Methods
- Load_Data API
- Transfer_Data API
- Clear_Data API
- Segment APIs
- GLData_Retrieve API
- Login API
- GetSessionId API
- GetVersion API
- GetAllCurrencies API
- GetAllCurrencyTypes API
- GetAllSegments API
- Logout API
- Employee APIs
- Approval Role Setup APIs
- Scenario Access APIs
- Dimension Member Name Update API
- Bulk User and User Group Extract API
- Dimension Security APIs
- Dimension Security Update API
- MapEntity API
- Refresh Preloaded Data API
- Best Practices and Tips
- Enumerations
- Transfer Data REST API
- Transaction Extract Data APIs
- Planful API Library
- Source Segment API
- Report Administration
- Report Administration Guide
- Point of View
- Setup Reporting Scenario
- Lock Data
- Process Reporting Area
- Dimension Security
- Cube Settings
- Standard Reports
- Description of Each Standard Report
- How to Run User Security Report?
- How to Run the CTA Detailed Report?
- How to Execute Pay Plans Report?
- How to Run a Capital Budget Analysis Report via Standard Reports?
- Standard Reports
- Deploying Standard Reports for End-Users
- Report Groups
- Understanding Repeat Labels
- Data Sources
- Verify Data
- Report Administration Guide
- Application Audit
- Administration
- Release Updates
- Release Notes
- 2025 Release Notes
- 2024 Release Notes
- 2023 Release Notes
- 2022 Release Notes
- 2021 Release Notes
- 2020 Release Notes
- 2019 Release Notes
- 2018 Release Notes
- 2017 Release Notes
- December 17 Maintenance Release
- 2.3.1 Modeling Release Notes, December
- Fall 17 Release Notes
- 2.3 Modeling Release Notes, November
- October 17 Maintenance Release
- 2.2.2 Modeling Release Notes, October
- September 17 Maintenance Release
- Spring 17 Release Notes
- Summer 17 Release Notes
- 2.1.2.2 Modeling Release Notes, July/August
- July 17 Release Notes
- 2.1.2 Modeling Release Notes, July
- June 17 Release Notes
- 2.1.1 Modeling Release Notes, June
- 2.1 Modeling Release Notes, May
- April 17 Release Notes
- 2.0.2 Modeling Release Notes, April
- March 17 Release Notes
- 2.0.1 Modeling Release Notes, March
- Winter 17 Release Notes
- 2.0 Modeling Release Notes, February
- January 17 Release Notes
- 1.9.2 Modeling Release Notes, January
- 2016 Release Notes
- Planning/Consolidation/Reporting December 16 Release Notes
- 1.9.1 Modeling Release Notes, December
- Planning/Consolidation/Reporting Fall 16 Release Notes
- 1.9 Modeling Release Notes, November
- Planning/Consolidation/Reporting October 16 Release Notes
- 1.8.2 Modeling Release Notes, October
- Planning/Consolidation/Reporting September 16 Release Notes
- 1.8.1 Modeling Release Notes, September
- Planning/Consolidation/Reporting Summer 16 Release Notes
- 1.8 Modeling Release Notes, August
- Planning/Consolidation/Reporting July 16 Maintenance Release
- 1.7.2 Modeling Release Notes, July
- Planning/Consolidation/Reporting June 16 Maintenance Release
- 1.7.1 Modeling Release Notes, June
- Planning/Consolidation/Reporting Spring 16 Feature Release
- 1.7 Modeling Release Notes, May
- Planning/Consolidation/Reporting April 16 Maintenance Release
- 1.6.2 Modeling Release Notes, April
- Planning/Consolidation/Reporting March 16 Maintenance Release
- 1.6.1 Modeling Release Notes, March
- Planning/Consolidation/Reporting Winter16 Release
- 1.6 Modeling Release Notes, February
- Planning/Consolidation/Reporting January 16 Maintenance Release
- Enhancements to Application Behavior
- 1.5.2 Modeling Release Notes, January
- Release Notes
- Additional Resources
- 18 Minutes to read
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June 18 Release Notes
- 18 Minutes to read
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Reporting: Standard Reports
The Standard Reports are available when the enhanced drill through functionality is enabled. These reports MUST be enabled by Host Analytics Support. Once enabled in your application, Admin users must deploy these reports to make them available for users. These reports can be deployed by navigating to Maintenance > Reports > Standard Reports. Select each report, click More, and select Deploy.
The Standard Reports offer an alternative solution to customers using Business Analytics. You can also use the enhanced drill through functionality to report on data, such as sublines. The Standard Reports are available when the enhanced drill through functionality is enabled. If you are not a Business Analytics customer, you can still take advantage of the reports and enhanced drill through functionality.
The Standard Reports are:
Budgeted Data
Capital Budget by Scenario
Subline Data
The remainder of this section discusses each of the Standard Reports above as well as information on where you can use them to produce results similar to Business Analytics.
Budgeted Data
Run the Budgeted Data report to report on planned budgets for a scenario and entity. This report provides a comprehensive look at all budgeted data for all templates mapped to an entity. An example of report output is shown below.
Open a template from the Planning Control Panel for the scenario and entity.
You can see that the Budgeted Expense for Postage and Delivery was pulled from the template mapped to the entity and scenario for which the report was run.
Make sure you deploy the report to make it available in the File Cabinet for users. Optionally, map the report to templates to run from the Template Input interface.
Capital Budget by Scenario
This report provides a comprehensive look at your budgeted data for all Capex items in all templates for a specified scenario and entity.
Here is an example report.
The report can be emailed or exported in several different formats as shown below.
Subline Data
Run the Subline Data report to report on sublines for all templates for a selected scenario and budget entity. You can go into each template and view sublines, but this comprehensive report provides a simpler way to view the data in one central location.
Make sure you deploy the report to make it available in the File Cabinet for users.
Additionally, map the report to templates to run it from the Template Input interface. Mapping reports to templates is done on the template add/edit screen (accessed by navigating to Maintenance > Templates > Template Setup.
In Practice
An example Subline Data report is shown below. You can filter by Scenario, Entity, View, and Time. You can view this report by Month, Quarter or Scenario. The report displays sublines for the 6308 Trade Shows account.
If you open a template in the Planning Control Panel for this scenario and budget entity, the 6308 account is displayed in the template and the L is highlighted indicating there is subline data as shown below.
Click L to launch the Subline page where you can see the same data in the report.
Reporting: Enhanced Drill Through in Dynamic Reports
This is an opt-in feature. You must contact Host Analytics Support to enable this feature in your application.
Drill through functionality in Dynamic Reports has been expanded for the Financial Reporting Area. In addition to current drill capabilities to view transactions and translations, we’ve added the ability to drill to template lines, sublines and capital details for your budgets and forecast.
This drill through functionality provides users with the ability to view and analyze all financial, operational, capital, transactional data from a single place.
From a drill through report, you can view details for a single or multiple templates. All Financial dimensions, the corresponding currency, and amounts for each period are displayed in the drill through report for all modules and templates. Columns displayed in the drill through report are dependent on the module and the template accessed by the user. Source dimensions are displayed for Translations and dates are displayed for Transactions. Budget Entity, Template Lines, Sublines, Notes are displayed in drill through for all Global Template Single Copy Planning templates. Empty columns are suppressed.
All values displayed in a drill through report inherit data format (decimals, thousand separators, scale etc.) from their parent cell.
Calculated members, calculations, advanced rules, excel formulas, formula exceptions, rank, pivot are not supported in drill through reports.
The following table displays the artifacts that can be drilled through when used in a Dynamic Report.
Included in June 18 Release | Not Included in June 18 Release | |
---|---|---|
Scenario Types | Budget Forecast | Preloaded |
Template Types | Global Template Single Copy Global Template Entity Copy Allocation Line Item Block Capital | Detailed HR Refresh Closed Period Actual Data Template Template Based HR Initiatives |
Data Load Rules | Translations Transactions | GL Data |
Others |
| Shared Mode Consolidation Currency Conversions |
Here is an example of drill through from a Dynamic Report to Translations and Transactions data.
Here is an example of drill through to Planning and Capital template data. Header data is displayed. Click Operational Planning or Capital Planning to display associated data. For Capital Planning, Asset Name and Category data is displayed.
In Practice:
To drill through a Dynamic Report to display template data, complete the following steps:
Access a Dynamic Report.
Double-click on a cell within the Dynamic Report. Another screen appears. The properties of the cell are displayed in the header portion. Data is displayed for the intersection.
The related data for the cell is displayed. Click the Settings icon to select columns to show or hide. Additionally, you can show/hide columns in Operational and Capital Planning where the data will be aggregated based on segment/dimension combinations
Optionally, export the data to Excel by selecting Output > Export to Excel. Filter the data and select the double up or down arrows to display header details.
Important Details:
Drill Through is enabled for Financial reporting area only.
Drill Through works with dimensions, report sets, attributes, attribute hierarchies, alternate hierarchies.
For QTD, YTD measures, drill through data is displayed from the beginning of the period to the current period.
Data honors the formatting from the source cell and the user locale.
All transaction amounts are displayed in Common Currency irrespective of the reporting dimension applied on the report/source cell. Transaction data exists only for Actual Scenarios.
Operational and Capital Planning data is displayed in Local Currency irrespective of the reporting dimension applied on the report/source cell. Operational Planning data exists only for Budget/Forecast scenarios.
In the Operational Planning tab, when you turn off Sublines or Lines, the report is re-rendered, which removes the associated rows and columns associated. If both lines and sublines are turned off, data is aggregated at the Doc Ref (Template) level. If Doc Ref is turned off, data is aggregated for the unique segment and currency combination.
In the Capital Planning tab, when you turn off Asset, the report is re-rendered, which removes the rows and columns associated and the data is aggregated for Asset Category. If Asset and Category are turned off, data is aggregated at the Doc Ref (Template) level. If Doc Ref is turned off, data is aggregated for the unique segment and currency combination.
When you export a drill through report, all sources are exported to Excel. Each source on the drill through report becomes a tab in the Excel workbook.
The Drill Through report allows a maximum of 30K rows per source.
Planning: Template Usability Enhancements
We’re delivering two enhancements with this release for Planning Templates:
Ability to Hide Tabs
You now have the ability to display or hide the tabs for Global Fields and Spreads that appear at the bottom of the Template Input and View screens.
In Practice:
Open a template from the Planning Control Panel in Input or View mode. Select the More list-box and click Hide Tabs..
To return to the original display, select the More list-box and click Show Tabs.
In the screen below, the tabs are displayed.
In the screen below, the tabs are hidden.
Option to Display or Hide Column Scenario Header Details
Users now have the ability to customize the template display by hiding column header information in the Template Input and View screens. Column headers display information such as scenario name. Admin users can choose to set the display globally (to hide or show) for column headers. If an Admin user hides the display of column headers globally, other users will not be able to see this information. This ability allows Admins to control the information displayed for regular users. If this information is displayed regular users can toggle this information on or off.
In Practice:
Open a template from the Planning Control Panel in Input or View mode. Select the More list-box and click Hide Scenario Header to hide the scenario names at the top of each column.
To return to the original display, select the More list-box and click Show Scenario Header.
An example with column scenario headers displayed is shown below.
An example with column headers hidden is shown below.
Additional User Login Detail Provided in Audit Log
The Audit Log will now capture failed application login attempts. This enhancement provides Admin users with additional user detail.
To view the audit log, click Maintenance > Audit > View Audit Log. Select the User Audit Area and the Application User. Click View Logs to view failed login attempts by the selected user.
Data Integration: Optional Parameter for Sign Reversal in the GLData_Retrieve API
The GLData_Retrieve API retrieves a collection of GLData objects that meet the filter criteria supplied as parameters. Each GLData object returned from this method corresponds to a row of GL data in the database.
With this release, an additional optional parameter has been added to this API. The parameter called ApplyCreditDebit applies a negative sign to credit amounts for all data retrieved when ApplyCreditDebit is set to Yes. Credit type accounts are then stored in the database as a negative (meaning that a credit becomes a debit / negative), but is displayed as a credit / positive in reports.
The benefit of enabling this optional parameter is that the data exported from the GLData_Retrieve API will match the figures (credit/debit) extracted using Export Data.
The default value for ApplyCreditDebit is set to No so that your current configuration behaves as always. In the image below, the sample code shows the ApplyCreditDebit parameter.
GLData_Retrieve API with ApplyCreditDebit:
Description:
When the ApplyCreditDebit option is not specified, the default value is No. This feature is applicable for Credit Accounts only when data is posted with Credit/Debit as Yes in the Data Load Rule.
Case1:
Below is the input/output for the default case, which is when ApplyCreditDebit is set to No.
Input:
<ns:GLData_RetrieveWithLogin>
<ns:LoginName>mborra@hostanalytics.com</ns:LoginName>
<ns:Password>VASavi@61</ns:Password>
<ns:TenantCode>ETLCPMTENANTBASEQFQACopy</ns:TenantCode>
<ns:FilterCollection>
<ns:GLDataFilter>
<ns:Field>FiscalYear</ns:Field>
<ns:FieldOperator>Equals</ns:FieldOperator>
<ns:Value>
<ns:string>2012</ns:string>
</ns:Value>
</ns:GLDataFilter>
<ns:GLDataFilter>
<ns:Field>FiscalPeriod</ns:Field>
<ns:FieldOperator>Equals</ns:FieldOperator>
<ns:Value>
<ns:string>4</ns:string>
</ns:Value>
</ns:GLDataFilter>
<ns:GLDataFilter>
<ns:Field>Segment2</ns:Field>
<ns:FieldOperator>Equals</ns:FieldOperator>
<ns:Value>
<ns:string>112ETL</ns:string>
</ns:Value>
</ns:GLDataFilter>
<ns:GLDataFilter>
<ns:Field>Scenario</ns:Field>
<ns:FieldOperator>Equals</ns:FieldOperator>
<ns:Value>
<ns:string>Forecast2012</ns:string>
</ns:Value>
</ns:GLDataFilter>
<ns:GLDataFilter>
<ns:Field>AmountType</ns:Field>
<ns:FieldOperator>Equals</ns:FieldOperator>
<ns:Value>
<ns:string>MTD</ns:string>
</ns:Value>
</ns:GLDataFilter>
</ns:FilterCollection>
<ns:ApplyCreditDebit>No</ns:ApplyCreditDebit>
</ns:GLData_RetrieveWithLogin>
Output:
<GLData_RetrieveWithLoginResponse xmlns="http://www.HostAnalytics.com/API/SOAP/StateFree/Common/2009/03/19">
<GLData_RetrieveWithLoginResult>
<GLData>
<Segment1>Flow-MTD-Credit</Segment1>
<Segment2>112ETL</Segment2>
<Segment3>000</Segment3>
<Segment4>00</Segment4>
<Segment5>1000</Segment5>
<Segment6>000</Segment6>
<Segment7>00</Segment7>
<Segment8>000-0000</Segment8>
<Scenario>Forecast2012</Scenario>
<Reporting>G/L Data (LC)</Reporting>
<Amount>40.000000</Amount>
<AmountType>MTD</AmountType>
<FiscalYear>2012</FiscalYear>
<FiscalPeriod>4</FiscalPeriod>
</GLData>
<GLData>
<Segment1>Flow-MTD-Credit</Segment1>
<Segment2>112ETL</Segment2>
<Segment3>000</Segment3>
<Segment4>00</Segment4>
<Segment5>1000</Segment5>
<Segment6>000</Segment6>
<Segment7>00</Segment7>
<Segment8>000-0000</Segment8>
<Scenario>Forecast2012</Scenario>
<Reporting>Currency (LC to CC)</Reporting>
<Amount>80.000000</Amount>
<AmountType>MTD</AmountType>
<FiscalYear>2012</FiscalYear>
<FiscalPeriod>4</FiscalPeriod>
</GLData>
<GLData>
<Segment1>Balance-YTD-Debit</Segment1>
<Segment2>112ETL</Segment2>
<Segment3>000</Segment3>
<Segment4>00</Segment4>
<Segment5>1000</Segment5>
<Segment6>000</Segment6>
<Segment7>00</Segment7>
<Segment8>000-0000</Segment8>
<Scenario>Forecast2012</Scenario>
<Reporting>G/L Data (LC)</Reporting>
<Amount>40.000000</Amount>
<AmountType>MTD</AmountType>
<FiscalYear>2012</FiscalYear>
<FiscalPeriod>4</FiscalPeriod>
</GLData>
<GLData>
<Segment1>Balance-YTD-Debit</Segment1>
<Segment2>112ETL</Segment2>
<Segment3>000</Segment3>
<Segment4>00</Segment4>
<Segment5>1000</Segment5>
<Segment6>000</Segment6>
<Segment7>00</Segment7>
<Segment8>000-0000</Segment8>
<Scenario>Forecast2012</Scenario>
<Reporting>Currency (LC to CC)</Reporting>
<Amount>80.000000</Amount>
<AmountType>MTD</AmountType>
<FiscalYear>2012</FiscalYear>
<FiscalPeriod>4</FiscalPeriod>
</GLData>
</GLData_RetrieveWithLoginResult>
</GLData_RetrieveWithLoginResponse>
Case2:
Below is the example input/output when ApplyCreditDebit is set to Yes.
Input:
<ns:GLData_RetrieveWithLogin>
<ns:LoginName>mborra@hostanalytics.com</ns:LoginName>
<ns:Password>VASavi@61</ns:Password>
<ns:TenantCode>ETLCPMTENANTBASEQFQACopy</ns:TenantCode>
<ns:FilterCollection>
<ns:GLDataFilter>
<ns:Field>FiscalYear</ns:Field>
<ns:FieldOperator>Equals</ns:FieldOperator>
<ns:Value>
<ns:string>2012</ns:string>
</ns:Value>
</ns:GLDataFilter>
<ns:GLDataFilter>
<ns:Field>FiscalPeriod</ns:Field>
<ns:FieldOperator>Equals</ns:FieldOperator>
<ns:Value>
<ns:string>4</ns:string>
</ns:Value>
</ns:GLDataFilter>
<ns:GLDataFilter>
<ns:Field>Segment2</ns:Field>
<ns:FieldOperator>Equals</ns:FieldOperator>
<ns:Value>
<ns:string>112ETL</ns:string>
</ns:Value>
</ns:GLDataFilter>
<ns:GLDataFilter>
<ns:Field>Scenario</ns:Field>
<ns:FieldOperator>Equals</ns:FieldOperator>
<ns:Value>
<ns:string>Forecast2012</ns:string>
</ns:Value>
</ns:GLDataFilter>
<ns:GLDataFilter>
<ns:Field>AmountType</ns:Field>
<ns:FieldOperator>Equals</ns:FieldOperator>
<ns:Value>
<ns:string>MTD</ns:string>
</ns:Value>
</ns:GLDataFilter>
</ns:FilterCollection>
<ns:ApplyCreditDebit>Yes</ns:ApplyCreditDebit>
</ns:GLData_RetrieveWithLogin>
Output:
<GLData_RetrieveWithLoginResponse xmlns="http://www.HostAnalytics.com/API/SOAP/StateFree/Common/2009/03/19">
<GLData_RetrieveWithLoginResult>
<GLData>
<Segment1>Flow-MTD-Credit</Segment1>
<Segment2>112ETL</Segment2>
<Segment3>000</Segment3>
<Segment4>00</Segment4>
<Segment5>1000</Segment5>
<Segment6>000</Segment6>
<Segment7>00</Segment7>
<Segment8>000-0000</Segment8>
<Scenario>Forecast2012</Scenario>
<Reporting>G/L Data (LC)</Reporting>
<Amount>-40.000000</Amount>
<AmountType>MTD</AmountType>
<FiscalYear>2012</FiscalYear>
<FiscalPeriod>4</FiscalPeriod>
</GLData>
<GLData>
<Segment1>Flow-MTD-Credit</Segment1>
<Segment2>112ETL</Segment2>
<Segment3>000</Segment3>
<Segment4>00</Segment4>
<Segment5>1000</Segment5>
<Segment6>000</Segment6>
<Segment7>00</Segment7>
<Segment8>000-0000</Segment8>
<Scenario>Forecast2012</Scenario>
<Reporting>Currency (LC to CC)</Reporting>
<Amount>-80.000000</Amount>
<AmountType>MTD</AmountType>
<FiscalYear>2012</FiscalYear>
<FiscalPeriod>4</FiscalPeriod>
</GLData>
<GLData>
<Segment1>Balance-YTD-Debit</Segment1>
<Segment2>112ETL</Segment2>
<Segment3>000</Segment3>
<Segment4>00</Segment4>
<Segment5>1000</Segment5>
<Segment6>000</Segment6>
<Segment7>00</Segment7>
<Segment8>000-0000</Segment8>
<Scenario>Forecast2012</Scenario>
<Reporting>G/L Data (LC)</Reporting>
<Amount>40.000000</Amount>
<AmountType>MTD</AmountType>
<FiscalYear>2012</FiscalYear>
<FiscalPeriod>4</FiscalPeriod>
</GLData>
<GLData>
<Segment1>Balance-YTD-Debit</Segment1>
<Segment2>112ETL</Segment2>
<Segment3>000</Segment3>
<Segment4>00</Segment4>
<Segment5>1000</Segment5>
<Segment6>000</Segment6>
<Segment7>00</Segment7>
<Segment8>000-0000</Segment8>
<Scenario>Forecast2012</Scenario>
<Reporting>Currency (LC to CC)</Reporting>
<Amount>80.000000</Amount>
<AmountType>MTD</AmountType>
<FiscalYear>2012</FiscalYear>
<FiscalPeriod>4</FiscalPeriod>
</GLData>
</GLData_RetrieveWithLoginResult>
</GLData_RetrieveWithLoginResponse>
Best Practice Tips
Only use this feature if the data amounts need to be retrieved with a sign reversal for credit amounts. Otherwise, do not make any changes to this parameter and the default setting will continue to work with the existing parameters.
Consolidation: Name Change from Partial Ownership to Non Controlling Interest
To comply with the naming convention set forth by FASB (Financial Accounting Standards Board), we’ve changed the name of Partial Ownership to Non Controlling Interest in the application. When you access the Consolidation Control Panel, the process that was named Partial Ownership is now named Non Controlling Interest as shown below.
Instead of adding a Partial Ownership Rule, you will add Non Controlling Interest.
This change also affects the Audit Area and Job Manager name. In both cases, the name has changed from Partial Ownership to Non Controlling Interest as shown below.
Best Practice Tip
To check Audit Log for actions prior to this release for Partial Ownership, select Non Controlling Interest as the Audit Area. The Audit description for the audit entry will remain unchanged and help when reviewing the log if you need to check for Partial Ownership related actions.
Modeling 2.5.1: Leveraging Attributes in Modeling
Using Attributes in Formulas to Identify Cells to Calculate
In this release, 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.
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@.
Attributes are supported only in the Filter section of the Formula.
You can use attributes with or without the base dimension included in the Filter section of the Formula. When you are using attributes along with the base dimension, both members will be used in filtering the cells for the formula to include in the calculation.
Best Practice: use attributes in formulas only if needed.
Using Attributes in Maps for Leaf Data Transfer
In this release, 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): 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.
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Description automatically generated"
Attribute in Source to Dimension in Target (one to one): 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): 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
In this release, 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.
Table of contents
- Reporting: Standard Reports
- Reporting: Enhanced Drill Through in Dynamic Reports
- Planning: Template Usability Enhancements
- Additional User Login Detail Provided in Audit Log
- Data Integration: Optional Parameter for Sign Reversal in the GLData_Retrieve API
- Consolidation: Name Change from Partial Ownership to Non Controlling Interest
- Modeling 2.5.1: Leveraging Attributes in Modeling