Using Sections

Getting Started

Global Functions

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

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

Variables can be organized into several Sections in the spreadsheet view.

The first section is always the Inputs section, this is not able to be renamed or deleted. Any variables that are in this section will show up in the Dashboard, and are able to be played with (i.e. adjusted) by viewers. If you do not want a variable to appear as an adjustable input, move it out of your model's Inputs section.

Model inputs can be in any section of a model!

Shows the Inputs section in the spreadsheet view — Input section in the spreadsheet view

By default, there is one more section auto-created when you start a new model, named Calculations. However, you can delete or rename that section, add more sections, colour your sections, and reorder sections as you wish.

Shows the plus sign to be used to add a new section — Add a new section

Easily add totals for a section, which will automatically stay up to date as new variables are added, or existing variables are removed, from the section.

In the spreadsheet

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

On tables

: add a group/section as a series to add its variables as well as a total row. (Hit the sum icon once added to see the total only, or variables only).

Shows the button to perfomr automatic calculations in the top right of the 'Calculations' are in the spreadsheet view — Automatic totals

Easily sum (or avg/min/max...) the variables within a section. Just type sum(Section 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 section to a table (as opposed to the individual variables), then the table will automatically stay up to date as variables are added/removed from the section in the spreadsheet.