Connecting to a Data Source

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

xP&A Video Tutorials

User Roles in Lucanet xP&A

Lucanet xP&A User Interface

All Steps at a Glance

Basic Concepts and Elements

Creating a Model

Integrating Data

Connecting to a Data Source

Connecting to a Spreadsheet

Connecting to an Accounting System

Connecting to a BI/Database System

Connecting to a CRM System

Connecting to an HRIS/Payroll System

Connecting to a Lucanet CFP Data Source

Connecting to a Source System Using a Webhook

Sharing Data Connections

Working With Integrated Data

Guideline for Exchanging Data Between xP&A and CFP

Modeling Your Data

Viewing and Visualizing Data

Working with Models

Using Comments and Descriptions

Comparison: xP&A vs. Excel Performance

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

In order to integrate data from a source system into xP&A, you need to establish a connection to the respective data source.

xP&A offers integrations with various source systems. The procedures for setting up a connection and to define the data that is pulled in, differ depending on the source system in use. A list of the available source systems and a link to the detailed instructions to connect to them can be found below.

You can create various data sources for the same source system integration (e.g. to connect to multiple Google accounts).

Once a connection to the data source is established, you can:

Link variables to integrated data

Drill-down into the underlying details, from any variables connected directly to that data

Link dimensions from a data source to dimensions in xP&A

Share data sources with other xP&A users

How you work with integrated data in variables and formulas, e.g. how to set the currency of integrated data, is described in the sections Creating and Editing Variables and Creating and Editing Formulas.

xP&A offers the following integrations:

Excel

CSV

Excel Online

Google Sheets

Quickbooks

Xero

Salesforce

Altera Payroll

Bamboo HR

Breathe

Charlie

ChartHop

Deel

Freshteam

Gusto

Hibob

HR Cloud

HR Partner

Humaans

IntelliHR

Lucanet CFP Datasource

Webhook

Once the data source has been added to the model, it is displayed in the overview of the model under Data.

You can click the name of the data source to open a section with the data preview on the bottom of the model's spreadsheet:

Shows the data preview window that is displayed when the user clicks on the name of the data source in the overview of the model on the left-hand side — Data preview within a model

Data sources created by you exist on your xP&A user account. If you unlink a data source from a model, the data source still continues to exist on your account.

To unlink a data source from your model, you have the following options:

In the

spreadsheet

view of a model, go to the

Data

section in the overview, open the three-dot menu of the data source you would like to remove, and click

Remove from model

Go to the

Data

workspace, open the three-dot menu of the data source you would like to remove, and click

Remove

If you want to permanently delete a data connection and all its connected data sources from your account, go to the Data workspace, open the three-dot menu of the data connection, and click Delete connection.