There are two main areas for commenting in Lucanet xP&A (Extended Planning & Analysis):

  • In the spreadsheet, to collaborate with fellow model builders and editors
  • On the dashboard, to collaborate with your end-users, e.g. your business partners, investors etc

Descriptions, by contrast, are more permanent explanations of a variable/formula — an ongoing guide for anyone looking at the model. This article tells you everything you need to know about comments and descriptions in Lucanet xP&A.

Start a comment thread on a variable in Lucanet xP&A by using Shift+C on your keyboard, or right-clicking and using the command Add comment. You can either comment on the variable as a whole, or comment on a specific cell within the variable (e.g. specific month or dimension item).

Shows the right-click context menu for a variable in Lucanet xP&A, with options including Group Variable, Create Chart, Add Description, Copy Variable Link, Aggregation Function, Add Variable, Delete Variable, Move/Copy Variables, and Inspect Variable. Highlighted in red is the Add Comment option with its Shift+C keyboard shortcut.
Create comment for a variable

If a comment exists, a yellow triangle is displayed in the cell:

Shows a small yellow triangle in the top-left corner of a variable chip (Revenue by Currency) within a formula in Lucanet xP&A, indicating that a comment exists on that cell.
Display of an existing comment

Descriptions in Lucanet xP&A are meant to be more permanent explanations of a variable/formula. You can think of them as an ongoing guide for anyone looking at the model. Add a description by right-clicking and using the command Add Description.

Shows the right-click context menu for the Net Profit Before Tax variable in Lucanet xP&A, with options including Add Comment, Group Variable, Create Chart, Copy Variable Link, Aggregation Function, Add Variable, Delete Variable, Move/Copy Variables, and Inspect Variable. Highlighted in red is the Add Description option.
Adding a description to a variable

You can edit an existing description by double-clicking on it.

If you create a description for a variable in the Inputs section, it also appears on the Dashboard.

You can also add comments within your formulas with a double slash //. Everything between the double slash and the end of the line will be ignored by xP&A when calculating.

There are two main areas for comments in Lucanet xP&A: in the spreadsheet, and on the dashboard.

  • Those with Edit (and above) access to a model can see and interact with all comments across the spreadsheet and the dashboard.
  • Those with View access only can see/interact with comments on the dashboard.
  • If you only have access to the dashboard via a public/private link, you cannot see/reply to existing threads or create new.
  • Comments on the spreadsheet are not shown in a read-only spreadsheet on dashboard.

Comment threads in Lucanet xP&A only show up in the views and/or scenarios they were created in, and only for those who have access to those views and/or scenarios. For example, if you create a comment in the High Spend scenario, only those who have access to the High Spend scenario will be able to see/reply to the thread.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.