Connecting to a Lucanet CFP 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

You can connect to a Lucanet CFP Data Source to pull in data from Lucanet Consolidation & Financial Planning into xP&A.

To connect to a Lucanet CFP Data Source, a connection between the xP&A solution and the Consolidation & Financial Planning solution needs to be established on the Lucanet CFO Solution Platform, first.

If you are a current user of Lucanet Consolidation & Financial Planning, the first administrator setting up xP&A will establish this connection on the Lucanet CFO Solution Platform.

It is not possible to establish a data connection to Consolidation & Financial Planning from within the xP&A solution. You can only create new data sources once a data connection is established. Please contact our customer support if you have any questions.

Once a connection between xP&A and Consolidation & Financial Planning has been established by the first administrator (who is creating the connection), you can connect to a Lucanet CFP data source as follows:

Open the Data workspace.

Click + next to the Lucanet CFP data connection to add a new data source:

In the New CFP Data Source dialog, choose the following:

The

ledger

and the

data level

from Lucanet Consolidation & Financial Planning, from which you would like to transfer data

The

display currency

and the

date range

for the data source:
\

Click Next. The Filter data step is displayed as follows:

Choose the method for importing organization elements. The following options are available:

Single hierarchies

, to import reporting entities and cost centers as a single hierarchical dimension.

This is the

recommended

option to import organization elements.

Multiple flat dimensions

, to import reporting entities and cost centers as 2 independent flat dimensions.

This is the

deprecated

option to import organization elements. It still works but won't get any improvements in the future. We strongly recommend the

Single hierarchies

method.

Choose the organization element and the adjustment level, and optionally the partner(s) and transaction type(s), which you would like to transfer with this data source from Lucanet Consolidation & Financial Planning.

Click Create data source.

Last updated on Aug 16, 2023

Connecting to a Lucanet CFP Data Source

Overview

Connecting to a Lucanet CFP Data Source

Connecting to a Lucanet CFP Data Source

Overview