Dashboards in Lucanet xP&A (Extended Planning & Analysis) are a nice way for others to view and interact with your model. It shows your model's input variables at the top, with its charts underneath. You also have the option to show them a read-only spreadsheet view, too.

Dashboards can be useful in various contexts:

  • For sharing with current or potential investors
  • For collaborating with non-finance team members
  • For model-builders that want to zoom out from the detail of the spreadsheet

Dashboard viewers can adjust the value of the input variables to see what happens in different situations. These changes are not saved to your model, unless they have edit access, in which case they will see a Save changes button.

Each variable in the Inputs section of your model will appear as an adjustable input at the top of the Dashboard, see also Input Section under Using Sections.

The adjustable inputs section of the Dashboard is split up into tabs if variables are grouped. This makes it easy to navigate when there are lots of input variables.

If you do not want a variable to appear as an adjustable input, move it out of your model's Inputs section.

Users who you share a model or view with the Can input via dashboard level of access can enter values in editable tables on the dashboard. If an editable table allows it, they can also create, rename, duplicate, and delete dimension items through the table without access to the spreadsheet. For more information, see Letting Users Manage Dimension Items in an Editable Table.

You can add text on your dashboard and add comments alongside your visuals or metrics.

To create a comment, click the comment icon in the toolbar of the element that you want to comment on:

A chart is displayed. The comment option in the chart toolbar is highlighted in red.
Comment option for charts

To add a description, click the settings icon Settings icon on the top right of the dashboard and add a description in the Dashboard settings.

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