Linking Variables to Integrated Data

Overview

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. 

You can use this function to perform forecasts based on historicals, for example.

When a variable is linked to integrated data, it will take its value from the data if data exists, and will fall back to its formula if data does not exist (usually only beyond the Last actual date).

You have different options to link variables to integrated data:

  • You can link a new variable while creating it.
  • You can link existing variables.
  • You can link a variable from the data preview.
  • You can create a model from a data source in one click.

 

You can see which data items (from which data sources) are being used at a glance in the Data column and the top bar of  spreadsheet:

Shows the icon in the Data column that signalizes that data is linked from a data source. Linked data shown in the 'Data' column
Linking a New Variable to Integrated Data

To create a new variable linked to integrated data:

  1. Click New Variable at the end of a section.

    Creating a new variable
  2. The following drop-down menu is displayed:

    Dropdown menu for a new variable
  3. Click Create from data and select or search for the data source for which you want to integrate data.
  4. Select from the dropdown list or search for the data item you want to use in the new variable.
    The data is integrated into the variable.
  5. If necessary, modify the variable's format type by clicking on the  icon or the icon to the left of the variable name.
For more information on variables and how to format and edit them, see Creating and Editing Variables.
Linking an Existing Variable to Integrated Data

To link an existing variable to a data item, click in the Data column of the variable and choose the data source and data item you would like to connect:

Shows the dropdown to select the data source and data item to be connected when clicking into the data column of a variable Linking from the data column
Linking a Variable from the Data Preview

To link a variable to the data item of a data source from the data preview:

  1. Click the name of the data source in the overview of the model to open the data preview.
  2. In the row of the desired data item, click the pen icon  in the Linked variables column.
  3. Choose the variable you want to link the data item to from the dropdown list that appears. (If the variable does not yet exist, you can create it from here by clicking New variable.)
Shows the dropdown to select the variable to be connected when clicking into the Linked variables column of the data preview Linking from the data preview

To remove a link from a variable to the data item of a data source, choose one of the following options:

  • To remove all links from all variables to a data source within a model, open the three-dot menu behind the name of the data source in the overview of the model and choose Remove from model:

    Removing link from all variables
  • To remove the link from individual variables to a data source within a model, open the data preview of the model, click the pen icon and then on the variable you want to remove:

    Removing a link from individual variables
Creating a Model From a Data Source With One Click

If you want to build a model based on underlying integrated data, you can create the model structure in one click. You can use this feature, e.g. to quickly generate a skeleton for a model, such as a P&L model based on a P&L in Xero/QuickBooks.

Each variable is automatically named according to the line items, and is automatically connected to the line item in the data source.

To do so, open the Data workspace and choose Create model from data source from the three-dot menu of the desired data source: 

Shows the option 'Create model from data source' from the three-dot menu of a data source Creating a model from a data source
Blanks in Integrated Data

If you have blank values in integrated data that are used in variables, xP&A will treat them as 0 by default, unless you change the data settings to have blanks treated as blanks.

This is useful if you want to exclude the blank values in data from calculations like averages, min/max etc.

Example:

avg(5,10,blank) with the setting Treat as blank will result in avg(5,10) = 7.5.

 

To change the settings how blanks are treated in an integrated data item, click the data icon in the Data column of a model and choose Advanced settings:

Shows the menu that opens when you click on the data icon of an integrated data item in the Data column. Highlighted is the data icon and the option 'Advanced settings' Advanced settings of integrated data

Under Blanks in data, select if you want to treat blanks as zero (default) or if you want to treat them as blanks.

Shows the advanced settings menu of an integrated data item. Highlighted is the dropdown menu for blanks in data with the options 'Treat as zero (default) and 'Treat as blank) 'Blanks in data' option