Dynamic Planning Model Lookup

Overview

With Lookups you can customize data labels for display within a model or report. Lookups are applied when added to a map and that map is executed. The lookup replaces the original (such as source) code values for a dimension with the updated (such as target) values. You must select Metadata or Both for Map "Type" when the model is created to use Lookup functionality because it only applies to metadata.

Once you create a model and apply lookups to that model map you cannot update the lookups. If you generate a model that has an updated lookup table, the model will be unusable and you will need to rebuild it. You can incrementally add new lookup members (such as new accounts, products, companies) to a lookup if they are refreshed from the Planful Structured Planning, Consolidation, or Reporting application.

Actions Available

A description of the actions available for the Lookup subtask is provided below. Access the Lookup subtask by navigating to Model > Model Administration > Lookup.

Refresh - After a selection is made, click Refresh to view updated data.

Save - Save a defined lookup.

Delete - Delete a selected lookup.

Spreadsheet Fields

The spreadsheet fields on the Lookup page are described below.

Name - Enter a lookup name or select an existing lookup.

Source - The member name in Dimension setup. See the Create a Lookup example below for more detailed information.

Target - The name of the dimension member that you want displayed in Dynamic Planning.

Create a Lookup

In Practice

1. Select the Model task and the Model Administration > Lookup subtask.

2. Select New Lookup from the list box to create a new lookup. In the image below, Account Lookup is selected, which displays data and the code for a dimension member used in a model.

   

3. The Source represents the member name in Dimension setup. In the image above, PRJFTRTE is a dimension member of the Account hierarchy. For example, the Planful Structured Planning, Consolidation, or Reporting application Account hierarchy with the PRJFTRTE member is shown below.

   

4. The Target represents the name of the dimension member that you want displayed in Dynamic Planning. Instead of selecting an already defined lookup, select New Lookup from the Name list box.

5. Enter a name for the lookup.

6. Copy and paste values into the spreadsheet or enter Source and Target labels.

Create a Reverse Lookup

Reverse Lookups facilitate writing data back from the Dynamic Planning application to the Structured Planning, Consolidation, or Reporting applications when lookups have been applied to a model.

Reverse Lookups are the inverse of the original Lookup created. For example, Account Lookup has Source (Code from the Structured Planning, Consolidation, or Reporting application) to Target (Name from the Structured Planning, Consolidation, or Reporting applications), which updates all dimension values to Name for presentation in Dynamic Planning. Reverse Account Lookup will have the inverse. It will include Source (Name from the Structured Planning, Consolidation, or Reporting applications) to Target (Code from the Structured Planning, Consolidation, or Reporting applications).

In Practice: Create Reverse Lookup

1. Create a Reverse Lookup using the Lookup subtask.

2. Apply the lookup to the Writeback Map. For example, the map might have Source Model as FinanceMaster and Target Model as HACPM_Financial (the proxy for Planful Structured Planning, Consolidation, or Reporting applications).

3. Apply the Reverse Lookup to the newly created map ensuring Writeback ID is created (same name as the Data Load Rule created for Writeback in the Structured Planning, Consolidation, or Reporting application).

4. Execute the map.