Sharing Data Connections

Getting Started

Global Functions

Lucanet Lume

Data Hub

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

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

By default, data connections and the data sources created from the connections are private to the user who created them. In order to be used by other users, you can share the connection to a data source with them.

There are two ways to do this:

If a data source is used in a model, then anyone with edit or higher access rights to that model can access that data source implicitly. For more information, see

Sharing a Model or Folder

The second way is to share the data connection directly with others from the

Data

workspace. A description of this option can be found in this article.

To share an existing data connection:

Open the Data workspace.

Navigate to the connection you would like to share.

Click the Share button in the top right corner:

The Share dialog is displayed as follows, for example:

Choose the level of access you want to grant to the people you share the connection with. The following access types are available:

Option	Description
View access	Users with this level of access: • Can use the connection to create data sources • Cannot see other users' data sources created with the connection
Edit access	Users with this level of access: • Can edit and reconnect the connection • Can use the connection to create new data sources from it • Cannot see other users' data sources created with the connection
Full access	Users with this level of access: • Can access all data sources created with the connection • Can edit, reconnect and/or delete the connection • Can use the connection to create new data sources from it • Can share the connection with other users

The Full access option is useful for sharing connections like payroll and accounting systems (where you usually want the users to see all data sources associated with the connection), whereas the more restrictive Edit access or View access options might be more useful for data warehouses where you want to allow others to create queries or data sources, but not see all of your queries or data sources.

You can display all connections and data sources that have been shared with you in the Data workspace on the Shared tab.

This tab also shows the data sources that are used in models that have been shared with you.

Shows the 'Data' workspace. Highlighted is the 'Shared' tab showing all the data sources shared with you. — 'Shared' tab

Last updated on May 1, 2026

Overview

Sharing a Data Connection from the 'Data' Workspace

Viewing Shared Data Sources

Overview

Viewing Shared Data Sources

Table of Contents

Company

Legal Notice

Overview

Sharing a Data Connection from the 'Data' Workspace

Viewing Shared Data Sources

Table of Contents

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Company

Legal Notice