Connecting to a BI/Database System

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

Defining Database Queries

Connecting to BigQuery

Connecting to Postgres

Connecting to Databricks

Connecting to Microsoft SQL Server

Connecting to MySQL

Connecting to Redshift

Connecting to Snowflake

Connecting to Looker

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

You can establish a direct data connection to different BI/Database systems to pull in data into xP&A.

The following applies:

In order to set up the integration, you must follow individual authentication procedures to link to your system account with xP&A. Detailed set-up instructions are provided for each supported system.

All fields (variables and dimensions) that are pulled in need to be defined individually for each BI/Database system using custom queries. For instructions on how to define such queries, see

Defining Database Queries

For some systems a connection using an SSH tunnel can be configured.