Linking Variables to Integrated Data

Last updated on 2025-03-03

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
Removing Links From a Variable to Integrated Data

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

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