- 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
- Report Sets
- Dynamic Reports
- 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
- Situations When Formatting is Disabled or Can't be Applied
- How to Resize and Save Groups of Columns in a Dynamic Report
- Currency Display in Dynamic Reports
- Automatic Data Refresh
- Template Notes in Dynamic Reports
- Overview
- How to Display Template Notes in a Dynamic Report
- 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
- Enhanced Drill Through in Dynamic Reports
- Template Notes in Dynamic Reports
- 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
- Refreshing Dashboards
- Using Filters
- Custom Color Schemes
- How to Build a Workforce Dashboard
- Setting Dashboards as Your Homepage
- Best Practices
- View History from Dashboards
- 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
- Dashboards Scenario Security
- Dashboards Budget Entity Security
- 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
- Securing Scenarios
- Compare Scenarios
- Budget Scenarios
- Simulation Engine
- Forecast Scenarios
- Security Administration
- Understanding Configuration Tasks
- Ivy Configuration
- How to Access the Configuration Tasks Page
- General Financial Configuration - Required
- Define Capital Budgeting Criteria - Optional
- Define Workforce Planning Budgeting Criteria - Optional
- Data Integration Configuration
- Configuring Planful Connector for Power BI
- Define Login Restrictions - Optional
- Collaboration Configuration - Optional
- 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
- Currency Calculation Exception Setup
- 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
- Reporting Currency
- Entity Currency
- 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
- Data Export
- Workiva Integration
- Objects Overview
- API Compliance
- Client Application Platforms
- API Access Keys
- 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
- 23 Minutes to read
- Print
- DarkLight
- PDF
Template Notes in DR
- 23 Minutes to read
- Print
- DarkLight
- PDF
Overview
Display template notes for members in a Dynamic Report. The advantage of this feature is the ability to see notes recorded in a template within the Dynamic Report interface and output. For example, a user can make a note in a template that a department will gain a certain amount in funding or gain a headcount in the coming quarter. This information is important when reporting on the department budget. So, displaying notes like this provides pertinent information in reports without having to open the template in the Planning Control Panel.
Notes entered in the template are displayed in a Dynamic Report only after the template is opened and saved at least once from the Budget Control Panel. Or, if the Simulation Engine is run for the template.
Template notes be displayed at the rollup level in a Dynamic Report. This functionality provides a more comprehensive look at notes for all members in a Dynamic Report. When you drill down on a rollup member, you will see the notes associated with the leaf members under the rollup member.
Notes displayed in a Dynamic Report are consolidated across all templates (irrespective of the template access) honoring dimension security. Notes are consolidated into Dynamic Reports from all templates of type Global Template Single Copy, Global Template Entity Copy, Allocation, Line Item, Capital, and Initiatives. Notes are not supported when Attributes, Attribute Hierarchies, Alternate Hierarchies, or Dynamic Report Sets are used in a Dynamic Report.
How to Display Template Notes in a Dynamic Report
Open the Dynamic Report.
Click the More listbox.
Select Show Notes. You can also select Hide Notes to hide them from display.
Once you click Show Notes, a Notes column is displayed on the report and notes are displayed for each line in the report. Notes are always vertically bottom aligned like the other cells in the report.
A date/time stamp with user name is added to the beginning of each note. The date/time stamp format is applied based on user location and language settings.
Guardrails:
The maximum number of characters displayed in the notes field is 1024, which includes that username and date/time stamp.
You can have up to 250 notes per report. If you exceed 250, the following message appears:
Notes are aggregated and displayed when coming from several sources. For example, notes sourced from multiple templates for the account and scenario combination. Consolidation happens for multiple scenarios, companies, departments, and so on for the page or column axis for leaf members in the hierarchy.
Notes are retained when running a Dynamic Report in a Report Collection or Financial Package Publisher. Notes are also retained when the Dynamic Report is sent in an email or exported and when you save a snapshot of a Dynamic Report.
Notes are not time bound. For example, if a scenario’s duration is Jan 17 to Jan 19, but the time selected in the report is Dec 16, notes are till displayed for these lines even though data does not exist on those scenarios for Dec 16.
If you suppress empty rows/columns, corresponding notes are also suppressed. Similarly, if the report line does not have any data, notes are also not displayed for those lines.
When Templates Notes Will NOT Display
Notes are not supported for display in the below Report Set configuration:
Dynamic report sets functionality
Template Notes in the Operational Planning Tab of a Dynamic Report Drill Through Report
A Notes column is available on the Operational Planning tab in the Dynamic Report Drill Through report. This column displays a Notes icon for a line in Drill Through when the line has a note available in the source Planning template. You can double click the icon to view the content.
For example, the image below displays a note for the highlighted line in the Planning template. When you use the data from the Planning template the note is retained in the Drill Through report.
The Drill Through report displays the note that is available in the source Planning template.
When you export the Drill Through Dynamic Report, 1024 characters are displayed in notes.
Drill Through displays up to 250 notes.
Dynamic Report Output Functionality
Once you run a Dynamic Report, additional menu ribbon options become available. This section discusses those options.
Snapshot
Take a snapshot of your Dynamic Report so you can export it to Excel and save it to your desktop or in a folder in the File Cabinet.
Drill Through
Click the icon to view the drill through report.
The icon is visible in the toolbar across all Dynamic Reports on Financial reporting area where Drill Through is enabled in the report. Additionally, the icon is enabled only for those cells where drill through is applicable. It is disabled for header, excel, row title, Insert Formula, formula exception, and advanced formula cells.
You can view the drill through report in the following ways:
Click the Drill Through icon.
Double click the cell on the grid.
Format Painter
Use Format Painter to copy the formatting of text or cells in your report output.
- Open a Dynamic Report.
- Select the test or range of cells you want to copy the format of.
- In the toolbar, click Format Painter.
- Select what you want to paste the formatting onto.
Format
Click Format to launch the Format pane where you can format negative numbers, choose number scaling and separators (i.e. comma or period displayed for numbers), and more.
The format bar will appear differently based on if you have opted in to Cell Level Formatting, a feature that allows you to format Dynamic report output down to the individual cell level, or have Standard Formatting functionality.
Standard Formatting Functionality - You Have NOT Opted In to Cell Level Formatting
A description of all fields is provided below:
Display as - The format in which you want your report numbers displayed.
Decimal Places - Choose up to 6 decimal places for numbers. Decimal places are displayed in Dynamic Reports based upon whether Report Sets are used or not. When Report Sets are not used in a Dynamic Report, decimal places displayed in quick functions are identical to those in the Dynamic Report. When Report Sets are used, decimal places in quick functions allow for the maximum number of decimal places allowed for a selected range.
Negative Numbers - Determines the format of the negative number. You can display negative numbers in parentheses, in color, or both. If you choose Absolute as the format, negative numbers will be displayed as positive numbers without any formatting.
Number Scale - Defines a value that the numbers displayed in the Dynamic Report must be multiplied by to get the actual number.
Display Thousand Separator - Determines whether a comma is to be placed to separate thousands.
Preview - Displays the format for negative numbers based on your selections.
Some options are disabled if report sets are used in the report.
Suppress: Suppress empty rows, columns or headers from view in the report.
Drill Through: Drill through translation and transaction details. Expand (drill down) and collapse (drill up) report detail.
Transaction and Translation data is not stored in the OLAP Cube from which the Dynamic Reports pull their data, which is why drill-through is required. This means that you cannot run a Dynamic Report to output Transaction or Translation data. For example, lets say you have a travel line item in your report that shows up as a number. You have to drill down to see what transaction data makes up that number. You cannot generate a report to open and display at the transaction level.
Cell Level Formatting
With Cell Level Formatting, you to control the look and feel of report output down to the cell level. Apply formatting to the entire report, a row/column, a range of cells, or an individual cell. Additionally, you can:
apply formatting when using the insert formula row/column in a report
format a formula exception value
vertically top/center/bottom align headers and numbers in a report
If you opt-in, this functionality applies to all existing and new Dynamic Reports across all browsers. It is available for all reporting areas (Financial, Sales, Workforce).
Cell Level Formatting is enabled only for Dynamic Reports that are designed using dimensions or attributes. Dynamic Reports where Report Sets are used are not supported.
The default format for a Dynamic Report is:
Column headers are center aligned and bold
Row headers are left aligned and bold
Drill down members are shown with indents
Numbers are right aligned
Font = Arial, size = 8, color = black, fill color = no color
Formatting is applied to all cells within the body of the report and:
Applies to row and column headers, numbers/data values in the report
Applies to merged cells (when multiple dimensions are used on the column axis)
Notes, Insert Formula row/column, Formula Exceptions
Formatting is retained when exporting a Dynamic Report, when it is included as an email attachment, linked report, and when used in a Report Collection or FPP.
When the structure of the report is modified by adding or removing dimensions from the row or column axis, formatting has to be readjusted for accuracy.
In Practice
To apply cell level formatting to a Dynamic report, open the report, and click the Format icon (an example is shown below).
The Format pane appears as shown below. There are 3 tabs; Text, Data, and Other. Ensure the Text tab is selected.
Select a cell and apply different styles. The same report shown above has been modified and is shown below.
To select a range of cells as shown below, drag the cursor as you would in Excel.
Change the font type and size. In the report below, 2016 font size is increased.
Planful supports a range of font types, which are enabled in Static Report Sets. Select the list-box to view all supported font types. Fonts size 8 through 32 px are supported. The default is set to 8 for all existing and new Dynamic Reports across all the lines. Based on the font size the row height automatically adjusts.
Select alignment and indentation options. In the report shown below selected cells are vertically aligned to the bottom of the cell. Select horizontal alignment (left, center or right). Select vertical alignment (top, center or bottom). Select to indent left or right. Indents, horizontal, and vertical alignment also applies headers and data values.
Apply borders to the report. Select a cell or cells, select a border color and click the border type to be applied. In the image below, a yellow border is applied to a cell.
Here is the border color and border type selection pane. There are many options to choose from including, no border, left and right border, and top and bottom border.
Click the Data tab.
For Display As, select to display the cell contents in number, currency, or percentage format. When currency is applied to a cell or cells, the Currency Alignment options displays as shown below.
Select how you want the currency symbol displayed in the cell. There are two formats; Accounting and Currency. With the Accounting format, the currency symbol is displayed in the left-most position within the cell. With the Currency format, the currency symbol is displayed directly in front of the number in the cell.
When multiple formats are applied to the report, only the most recently applied format gets applied to each cell in the report. When multiple cells with different formatting are selected, format of the first cell is displayed in the pane. Formatting is not supported when Properties are added to the report.
The Currency symbol displayed is based on your location settings.
For Show Zero As, select how you want to display zero values (as dashes, empty, or as 0) for a selected cell, cell range, or the entire report. Selecting 0 applies to all data values in the report including Excel calculations, insert formulas, and formula exceptions.
Select the number of decimal places for a selected cell, cell range, or report. In the example below, 2 decimal places is selected for a cell. You can select 0 to 6 decimal places.
Select a Thousand Separator option. Display of the thousand separator is driven based on user location settings.
Finally, click the Other tab and select to hide or display empty rows and columns.
Don’t forget to click Apply and Save!
Resetting Formatting Selections
If you want to return to the default formatting, click the Reset icon. The Reset icon on the top of the Format pane resets the format values to the defaults.
Situations When Formatting is Disabled or Can't be Applied
In certain situations, formatting might become disabled or has to be reapplied. The remainder of this topic discusses these situations.
Drill Down Rows and Columns
Formatting is disabled for drill down rows and columns. The images below depicts the behavior.
Prior to Drill Down Formatting is Applied to Cells
Click the Mountain Bikes Drill Down and Formatting is Not Applied to Members
Running Borders and Currency Format
Running borders and data formatting is inherited from the parent member and applied to the drill down rows and columns. The images below depicts this behavior.
Running Border and Currency Format Applied
Running Border and Currency Format Also Applies to Drill Down Members
Number Scale
Number Scale is disabled when you SELECT ALL or do a CTRL+A. In the image below, a CTRL+A was performed.
Then, a number scale was selected, but is not applied to the report when all report cells are selected.
Font Color When On a Mac
The drop down for negative numbers does not apply a Red font color in the drop down (shown below) on a Mac.
Substitution Variables
See Also: Setting Up and Using Substitution Variables
Applying Substitution Variables on the Members Pane
Substitution variables are available for selection on the Members pane and can be applied to the page, row, or column.
This feature is available in Dynamic Reports only and is not available when a Dynamic Report is used in the Financial Package Publisher.
In Practice
A dimension is added to the page axis and the @CURBDGT@ substitution variable is selected and added to the Mapped Members pane, which means that the substitution variable is applied as a page axis member.
When substitution variables are selected in the member selector for a row or column axis, the values are displayed as row or column headers in the report output. When you run the Dynamic Report, you are prompted for variable values.
Substitution variables can be added to the Pick List. All report functionality (drill through, formatting, and grid actions) is available for substitution variables values when applicable.
Substitution Variable Report Output Indicators
Once report output is generated, there are indicators to represent where in the report the variables are used .
R - represents that a substitution variable is used in the report set lines applied to the Dynamic Report.
H - variables have been added to the report header.
F - variables have been added to the report footer.
Formula Exceptions
Click Formula and select Formula Exceptions from within the Dynamic Report interface. Use formula exceptions to override the calculations performed on report results.
Add formula exceptions by clicking on the Add Row… link.
Once a new blank row is added, enter a cell or a range of cells and the formula that the exception will apply to. The range of cells must be entered as follows: E1:E26. Formulas must start with an = (equal) symbol.
Formula Bar
You can show or hide the formula bar by selecting Formula, Hide/Show Formula Bar. Use report results to further manipulate data.
Formula - Insert Row/Column
A column or row with the Excel Formula function can be used to write advanced or complex Excel formulas in the report.
Each cell can have a different set of formulas.
Available functions are:
% of Row – Select a row and column intersection as the basis for percentage of all other rows on the spreadsheet. For example, select Column B, Row 3 which contains 100 dollars. And you want to insert a new column with % of Row function. A new column will be added based on the selections made on the Insert Formula page. The new column will result in 100% for Row 3 with 100 dollars. But, if Row 2 only contains 50 dollars. A percentage of 50% will be displayed.
Average – Average the amount of two rows or columns.
Comments – Add a row or column where you can add comments.
Count – Add a row or column that totals the count of columns or rows.
Max Value – Find the maximum value of a column or row.
Min Value - Find the minimum value of a column or row.
Q&A – Add a row or column where you can add questions and enter answers.
Column Total – Add a row or column that provides the summed amount for the selected row or column.
Sum – Find the sum or two rows or columns.
Variance – Find the difference between two rows or columns.
Variance % - Find the percentage of the difference between two rows or columns.
Custom Formula – Enter a row or column where you can create a custom formula to apply.
Name – Enter a name for the formula you are inserting.
Insert – Select the area of the report where the formula will be inserted.
Function – For example, if you want the sum the total of a column, select this function.
Grid
Show/Hide Gridlines
Select this option to show or hide the gridlines in the report.
Freeze Panes
Select this option for large reports for enhanced scrolling.
Sort Ascending
Select this option to sort a report in ascending order.
Sort Descending
Select this option to sort a report in descending order.
Default Sort Order
Select this option to sort the columns on the grid based on the member sequence selected while creating the Dynamic Report.
Pivot
Pivot a column selection to row and a row selection to column.
Show/Hide Row Headers
Displays or hide the row headers.
Show/Hide Column Headers
Displays or hide the column headers.
Resize Column(s) Width
Resize and save the column width to prevent modification.
Default Column(s) Width
Reset the column width to the original setting when the report was created.
Resize Row(s) Height
Resize and save the row height to prevent modification.
Default Row(s) Height
Reset the row height to the original setting when the report was created.
In Practice : To resize the row height or column width
Select the Resize Column(s) Width or Resize Row(s) Height from the Grid list box. A pop-up window is displayed.
Update the width or height.
Click Ok.
Additionally, you can drag and resize the row height or column width using the mouse.
Best Practice
Size of the column or row is specified in pixels.
Size applies to the entire row or column and cannot be changed by a cell.
Use shortcut keys CTRL or SHIFT to select multiple rows or columns and drag to resize them or use the toolbar menu option.
Use double-click to auto-fit the contents.
Set the size to 0 to hide a row or column. Use the Default Column(s) Width or Default Row(s) Height options from the Grid list box to reset the size.
Maximum size allowed is 999. By default, the row size is 20. The column size varies depending on the content.
Select the Show Row Headers or Show Column headers option from the Grid list box to use mouse for adjusting the size.
Limitations
Row height adjustments are not supported for header or footer rows.
When you drill down on a rollup member, row height adjustments are retained with the row where it was originally applied and does not automatically move with the member on the row.
Size cannot be copied from one row or column to another.
More
The functionality available under the More list-box is described below.
Other Settings
Comments Off
Select this option to enable the Comment option. This option is visible on the right-click menu. A visual indicator is displayed if a comment already exists on a cell. When Comments Off is enabled, the Comment option and visual indicators for comments are removed from the Dynamic Report. The setting is retained when you Save, Save As or Copy a Dynamic Report.
Apply/Remove POV
Select this option to apply or remove Point of View (POV). You can modify the page level settings to display specific dimension members. If you apply the Point of View (POV) setting to a dimension and save the report, the applied POV setting is retained when you navigate to another page or login to the application the next time.
When you open a shared report with POV settings defined by another user, the report is displayed with the applied POV setting.
The Apply/Remove POV setting on the report is retained:
When you Save As or Copy a report.
In a Dimension based report and reports with Substitution Variables on the Page axis.
Rank
Rank dimension members. Select Rank to open the Rank page. For each dimension, select a top or bottom ranking, a measure and count. Ranking methods include; Top, Bottom, Top %, and Bottom %.
Disable/Enable Drill Through
Enable or disable Drill Through functionality. Drill through functionality provides users with the ability to view and analyze all financial, operational, capital, workforce, and transactional data from a single place. For more information, see the Dynamic Reports topic.
Show/ Hide Notes
Show Notes provides you with the ability to view template notes in a Dynamic Reports. Click Show Notes, a Notes column is displayed on the report and notes are displayed for each line in the report. Notes are always vertically bottom aligned like the other cells in the report.
Repeat Labels On/Off -
Labels in report output are for informational purposes.
To turn Repeat Labels Off - In the Dynamic Report output screen, click the More list-box. Select Repeat Labels Off.
To turn Repeat Labels On - In the Dynamic Report output screen, click the More list-box. Select Repeat Labels On.
Show/ Hide Subtotals and Show/ Hide Grand Total
You can show or hide the subtotals and grand total functionality in the Dynamic report.
The subtotals are displayed at the end of each section and the grand total is displayed at the end of the report as shown in the image below.
In Practice: To access the subtotals and grand total functionality
- Open a Dynamic Report.
- Select the More list box.
- Select Show Subtotals or Show Grand Total.
You can change the format of subtotals and grand total if the Format button is enabled in the Dynamic Report toolbar.
The following options are disabled when Show Subtotals or Show Grand Total is enabled:
The Formula Exceptions and Insert Rows / Columns options in the Formula list box is disabled. Only the existing Formula Exceptions on the Dynamic report are applied on the adjusted cells and included in the subtotal or grand total calculations. The existing Insert Rows / Columns are not visible when Show Subtotals or Show Grand Total is enabled in the report.
The Pivot, Sort Ascending, and Sort Descending options in the Format list box are disabled.
Subtotals and Grand Total are retained in the Report Collection, FPP, e-mail attachment, linked reports, PDF, and Google sheet.
When you export a report to excel:
Grouping of subtotal is retained as shown in the image below.
Pivot and Macros are not supported if the subtotal option is enabled.
Output
Export to Excel
You can export a report to excel using this functionality.
Export to PDF
You can export a report to PDF using this functionality.
Print Setup
You can print a Dynamic Report and apply the required settings from the Print Setup dialog page using this functionality.
Header and footer information will repeat on each page of the PDF or print output. When you print a Dynamic Report, the Print Setup dialog page is displayed. On the Print Setup dialog page, select the Delete all extra Rows & Columns checkbox to remove extra data rows and columns from your Excel export. If the checkbox is not selected, the Row IDs in the Excel output match with the Row IDs within the Excel view of the report. The Delete all extra Rows & Columns setting is carried forward to Report Collection Excel outputs. Extra rows and columns are deleted or retained in the Report Collection based on the source Dynamic Report configuration.
The row and column header are repeated in each page of a Dynamic Report by default. On the Print Setup page, you can deselect Repeat row header on each page and Repeat column header on each page.
Google for Work must be configured by your System Administrator in order to enable export for Google Sheets.
You can print a Dynamic Report using this functionality.
Send Email
You can send a report to the selected user through e-mail.
Suppress Indents
This option is available for Report Sets on the Mapped Members pane. Selecting this option will remove indents from the output for the selected member(s), children, all children, the selected member(s) plus the children, the selected member(s) plus all children, leaves, the selected member(s) plus leaves, or the selected member(s) plus the parents.
Ctrl+M
Access the Rule dialog page, which displays the rule(s) used to generate the report.
Quick Functions
Use the Quick Functions to display Sum, Average, Count, Max, and Min. The resulting amounts are displayed when you select the range of cells in Excel mode.
Decimal places are displayed in Dynamic Reports based upon whether Report Sets are used or not. When Report Sets are not used in a Dynamic Report, decimal places displayed in quick functions are identical to those in the Dynamic Report. When Report Sets are used, decimal places in quick functions allow for the maximum number of decimal places allowed for a selected range.
How to Export to Excel All Members in a Rollup in a Dynamic Report
For example, if you have an account group called Income Statement and you want to see the individual accounts that roll up to Income Statement when you export the report to Excel, complete the following steps.
- Open the Dynamic Report and select the Select All Children option in Member Selector.
- Run the report. The hierarchy will be expanded to show all individual accounts.
- Export to Excel and all accounts will be shown as in the output when you ran the report.
Table of contents
Tags