Using Groups | Lucanet Knowledge Base

Getting Started

Global Functions

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Administration

Extended Planning & Analysis (xP&A)

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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

Modeling Your Data

Creating and Editing Variables

Using Sections

Using Groups

Moving Variables

Referencing Variables From Linked Models

Aggregation Functions

Relative Time for Variables

Creating Variables Using AI

Creating and Editing Formulas

Working with Time

Using Dimensions

Using Currency and Currency Translation

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

Groups are sets of variables within sections in Lucanet xP&A (Extended Planning & Analysis). You can also create nested groups simply by creating a group under an existing group.

Groups can be created in xP&A as follows:

Hold down the CTRL key and select the elements to be included in the new group.

Press CTRL+G or choose Group Variables in the context menu.

Shows the right-click context menu of selected variables in xP&A, with the 'Group Variables' option highlighted in red. — Grouping variables

Enter a name for the new group.

Aside from visual organisation in the spreadsheet, groups in xP&A can also be used for:

You can easily add totals for a group in xP&A's spreadsheet and tables:

These totals will automatically stay up to date as new variables are added, or existing variables are removed, from the group/section.

In the spreadsheet

: hit the sum icon at the top of the group/section row (see

Using Sections

On tables

: add a group/section as a series to add its variables as well as a total row (see

Using Sections

Easily sum (or avg/min/max...) the variables within the group. Just type sum(Group Name) and xP&A will sum all the variables within that group. When variables are added to (or removed from) the group, the function (e.g. sum) will auto-update.

If you add a Group to a table (as opposed to the individual variables), then the table in xP&A will automatically stay up to date as variables are added/removed from the group in the spreadsheet (see Using Sections).