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Drilling Down on Integrated Data
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Glossary

Working With Integrated Data in Lucanet xP&A

Overview

Once a connection to a source system is established and data is integrated from a data source, you can start working with the data in Lucanet xP&A (Extended Planning & Analysis).

In this section, you will find out how you can:

  • Use integrated data in variables: To use the data you integrated via a connection to a source system in your variables, you can link the variables to the integrated data.
  • Link dimensions from the data source to dimensions in xP&A: Often, you will import data broken down into dimensions — for example, employee data from your Payroll/HRIS system, or department expenses in Accounting/ERP systems.
  • Refresh data sources: To keep your data integrated and up to date, you need to refresh your data sources regularly.
  • Use the function 'Import data until': By default, xP&A imports data from data sources for all periods (e.g. months) where data is available, up until the Last actual date.
  • Drill-down on integrated data: If you have data sources that contain underlying data (e.g. transactions from a connected source system like Xero, QuickBooks Online, NetSuite, Google Sheets or a CSV import in transaction format), xP&A allows you to drill-down into the underlying detail, from any variables connected directly to that data.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on May 1, 2026

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