Creating a Data Export in xP&A for CFP

Getting Started

Global Functions

Lucanet Lume

Administration

Extended Planning & Analysis (xP&A)

creating-model

xP&A Video Tutorials

User Roles in Lucanet xP&A

Lucanet xP&A User Interface

All Steps at a Glance

Basic Concepts and Elements

Integrating Data

Connecting to a Data Source

sharing-data-connections

Working With Integrated Data

Guideline for Exchanging Data Between xP&A and CFP

Connecting to a Lucanet CFP Data Source

Initial Data Import from xP&A to CFP

Creating a Data Export in xP&A for CFP

Creating and Configuring the Script Lucanet xP&A #3700-xP&A.SQL.FOS

Creating and Configuring the Data Source

Creating an Assignment Table

Creating and Executing the Data Import into CFP

Updating the Data Import from xP&A to 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

Before data from xP&A can be transferred to Consolidation & Financial Planning, an export containing the desired data needs to be created in xP&A for each model.

To create and configure an export of the data you want to transfer to CFP in xP&A per model, proceed as follows:

In the model you want to export the data from, click the Settings button and navigate to the Export and download section.

Click + to create a new export and configure the steps in the New export dialog as follows.

Configure the Export defintion:

Give the export a clear

name

that matches the model (e.g. "Sales forecast").

Choose the export type

Raw

Shows the 'Export definition' section of the 'New Export' dialog in xP&A — Configuring the export definition

Configure the Target:

Under

Export target

, keep the

Download

preselection

Under

Export output

, choose

Parquet.

Shows the 'Target' section of the 'New Export' dialog in xP&A — Configuring the export target

Configure the Content:

Choose what data you want to export:

All values

, a specific

View

, or a named

Version

If you work with specific planning versions (e.g. "Forecast 1+11"), choose Version and select the relevant one. This is required when you need to map different versions to different data levels in CFP.