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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
Using Keyboard Shortcuts
All Steps at a Glance
Basic Concepts and Elements
Creating a Model
Integrating Data
Modeling Your Data
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

The Lucanet xP&A User Interface

Overview

This page gives you a clear overview of the Lucanet xP&A interface and its key elements.

From here, you can quickly navigate to detailed descriptions of each area and function.

Structure of the Start Page

When you open the xP&A solution from the main menu, the Lucanet xP&A start page loads by default:

Shows the start page of Lucanet xP&A. Highlighted are the different sections of the start page.
Start page of Lucanet xP&A

You can return to the start page at any time by clicking the xP&A button in the top left corner of the screen.

Overview

The following elements are available in the overview on the start page:

Home button

You can use the home button to navigate back to the start page from anywhere in the xP&A solution.

Search field

You can use the search field to:

  • Quickly create a new model or data source
  • Access our product documentation
  • Navigate to specific elements that are already present in xP&A
Search field options

You can use these links to quickly create a new model or data source.

Workspaces

You can use this area to navigate to the different workspaces of the xP&A solution:

  • Models: Opens the model overview (which is shown by default on the start page)

  • Notifications: Opens the notification center where you are updated on actions regarding your models, data, comments, and organization and teams.

  • Data: Opens the Data workspace where you can administrate your data integrations, i.e. manage and share your data sources and data connections.

  • Dimensions: Opens the Dimensions workspace where you can manage your dimensions.

  • Proposals: Opens Proposals workspace where you can manage change proposals.

  • Settings: Opens the Settings workspace where you can

    • Adjust your notification settings
    • Open the Help center to access our resources to learn xP&A and get support.

Detail View

The following elements are available in the detail view on the start page:

Search field

You can use the search field to:

  • Quickly create a new model or data source
  • Access our product documentation
  • Navigate to specific elements that are already present in xP&A
Search field options

Help center

You can use the Help center to:

  • Access our resources to learn xP&A and get support.
  • Submit your ideas to help us improve xP&A

Model overview

In the model overview, you can see all models that you have access to and organize them.

For more information, see Working with Models and Organizing Models.

Last updated on Aug 16, 2023

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The Lucanet xP&A User InterfaceOverviewStructure of the Start Page
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