Using Tables | Lucanet Knowledge Base

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Creating a Model

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Viewing and Visualizing Data

Using Dashboards

Using Scenarios

Using Charts

Using Tables

Using Views

Comparing Versions or Scenarios in Charts and Tables

Using Time Aggregation and Relative Comparisons

Working with Models

Using Comments and Descriptions

Comparison: xP&A vs. Excel Performance

ESG Reporting

Disclosure Management

XBRL Tagger

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Banking & Cash Management

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Glossary

Tables can be used in Lucanet xP&A (Extended Planning & Analysis) to visualize your data in a pivot table, either within the Spreadsheet workspace or the Dashboard workspace.

Tables are helpful if, for example, you want to drill down and see the details on one variable.

To create a table in xP&A, choose one of the following options:

In the

spreadsheet

workspace, right-click a variable and choose

Create chart | Table:

Shows the context menu of a variable with 'Create chart' highlighted in red and its submenu of chart types, with 'Table' highlighted in red. — Creating a table from a variable

In the

spreadsheet

workspace, click the

Charts

icon in the top-right corner

to open the

Charts

side panel and choose

New chart | Table.

In the

Dashboard

workspace, click the

icon at the bottom left and select

Table

from the displayed list:

Creating a table from the side panel or using the + icon

To add the variables you want to visualize, drag & drop them onto an existing table from the spreadsheet workspace (when you have the charts side panel open).

By right-clicking on a table, you can duplicate it (or delete it).

You can edit a table

In the toolbar of the

Spreadsheet

workspace, by clicking the

Charts

icon

In the

Dashboard

workspace

The options to edit a table can be found in the toolbar on the top right of the table visual:

A table in the spreadsheet is displayed. The toolbar is highlighted in red. — Table settings toolbar

The following options are available for a table:

The following general options are available for tables in xP&A:

Option	Description
Commenting a cell	You can add a comment to each cell of a table. Simply hover over the cell you want to comment on and click the yellow comment icon that appears. You can enter your comment in the comment field and save it using Enter or the purple arrow icon. Comments on a cell are highlighted with a yellow triangle at the top left of the cell. Hover over the yellow triangle to show the comment, all the replies and their authors.
Three-dot menu	You can use the three-dot menu to: • Copy the table as an image • Download the table as an image • Clear annotations and highlights from the table • Add a description • Delete the table
Time aggregation	You can use the roll-up/drill-down column drop-down list to determine how variables are displayed and summed across time (e.g. quarterly, yearly), and toggle between them easily. Tip: See section Time Aggregation in Aggregation Functions if you want to change how a variable aggregates into quarters or years (the default setting is sum).
Year-to-date roll-up	The Year-to-date roll-up option allows you to see how you are tracking in the year to date. • The Year can either track the calendar year (i.e. starting in January), or the fiscal year (starting with your fiscal start month, if set). • The to Date can either be to your Last Actual Date, or to today's date. If you use Last actual date, this means that your table will auto-update when you update your Last actual date after a data refresh. Note: Year-to-date also works across versions and scenarios, for example, you can compare your actual YTD performance with how you thought you would be doing so far from your Budget version.
Relative comparison	You can use this option to compare the value of a variable across relative time periods (e.g. the prior month, the prior year). In addition, you can choose if you want to show the variance as percentage, value, or both.
Adjust column widths	xP&A has a default column width, but if you have a longer column name (and do not want to hover to see it), you can adjust column widths by dragging the header. Useful shortcuts: • Hold Shift to adjust multiple similar columns at once • Double-click to reset to default width • Hold shift while double-clicking to reset multiple similar columns at once

To open the setup options, click the edit icon in the top-right corner of a table visual and go to the Setup tab:

The Setup tab of the table settings is displayed. — Table setup options

The following setup options are available:

Option	Description
Series	You can easily add, rename, reorder (by drag&drop), and delete variables in the Series section. You can also choose, instead of adding variables one-by-one to a table, to add the entire group or section to the table. The table always stays in sync with the spreadsheet when variables get added or removed from a group or section. By clicking on a variable in this section, you can: • Change the font style • Define if the values of this variable are editable • Open the advanced setting options
Series axis	Use this section to set whether your variables are displayed as rows or as columns.
Date range	By default, the table will display the entire model date range. If you would like to shorten the date range, you can select a custom start and/or end date for the table here.
Columns/Rows	In this section, you can define which dimensions (e.g. dimensions, scenarios, versions) to include as the rows and columns of the table. By default, Time is included as a column dimension. If your model has its own custom dimensions, you can choose to include those. When including a custom dimension, you can automatically include dimension totals by hovering over the dimension and clicking the Total button.
Notes column	If you click on the + button in the Columns section, you can add a Notes column to your table. The Notes column can be used to add in-line context to your tables, e.g. providing variance analysis for Budget vs. Actuals, or explaining key differences between scenarios.
Filters and controls	In this section you can add filters to the table, e.g. a time filter or a filter to arrange different versions and/or scenarios next to each other.

To open the display options, click the edit icon in the top-right corner of a table visual and go to the Display tab:

The Display tab of the table settings is displayed. — Table display options

The following display options are available:

Option	Description
Enable drill-down	You can use this option to enable a drill down on underlying integrated data (transactions). Anyone viewing the dashboard will be able to view these underlying details. Note that this information may be sensitive.
Show group headers	If variables are grouped in the Spreadsheet workspace, then the table will automatically display these variables under a group heading. You can use this option to toggle the group headers on or off.
Show section headers	You can also show sections as table headers. This is useful if you have a structured table you need to organize.
Hide empty rows	You can use this option to hide rows where the value is 0 or empty.

To open the advanced setting options, click the edit icon in the top-right corner of a table visual and go to the Advanced tab. The following advanced options are available:

The Advanced tab of the table settings is displayed. — Advanced table options

For a detailed description of the advanced option Editable values see the following chapter Editable Tables.

Editable tables are a special type of table that users can add to their dashboards to:

Make edits without the need of editing info in a spreadsheet.

Allow other users to make edits to dimension items and their

associated links and variables

They are especially useful when you need end-users, often unfamiliar with spreadsheets, to easily provide their inputs towards a budget (e.g. a department head adding their projected new hires for the upcoming year).

To create an editable table, click the edit icon in the top-right corner of a table visual, go to the Advanced tab and activate the option Editable values.

In an editable table in xP&A, users can create, rename, duplicate, and delete the items of a dimension directly on the dashboard, e.g. add a new employee to a headcount plan. You define per table who is allowed to do this: only editors of the model, or also users who you share the model or a view with the Can input via dashboard level of access. These users manage the items through the table without getting access to the spreadsheet.

The item actions change the dimension items themselves, not only the rows displayed in the table. The change applies to the model and to all other models that use the same dimension.

To let users manage dimension items in an editable table in xP&A:

Open the editable table on the dashboard by clicking the expand icon in its top-right corner. The settings of the table are displayed on the right-hand side under Edit.

In the Editable dimension drop-down list, select the dimension whose items you want to be editable, e.g. Employees.

Make sure that Allow creation and deletion is activated. This option is activated by default.

If you deactivate Allow creation and deletion, no user can create, rename, duplicate, or delete items through this table.

In the Who can create and delete items? drop-down list, select who can manage the items. The options are described in the following table.

Shows the settings of an editable table in xP&A: the 'Editable dimension' drop-down list with 'Employees' selected, the activated 'Allow creation and deletion' option, and the 'Who can create and delete items?' drop-down list with 'Editors and dashboard input users' selected. Below the drop-down list, a note says that users with 'Can input via dashboard' can also create, delete, rename, and duplicate items through this table, within their permitted view, while spreadsheet access stays restricted. — Settings for managing items in an editable table

If you selected Editors and dashboard input users: share the model, or a view of the model, with the respective users and grant them the Can input via dashboard level of access. For more information, see Sharing a Model.

The following table describes the options of the Who can create and delete items? drop-down list for editable tables in xP&A:

Option	Description
Editors only	Only users with the Can edit or Full access level of access to the model or view can create, delete, rename, and duplicate items through this table. Note: Having the user role Editor is not enough. The user also needs edit access to the model or view. This option is the default for new and existing editable tables.
Editors and dashboard input users	In addition to editors, users with the Can input via dashboard level of access can create, delete, rename, and duplicate items through this table, within the view they have access to. Their access to the spreadsheet stays restricted. You have to select this option explicitly for each table in which dashboard input users shall manage items.

If an editable table in xP&A allows you to manage items, you can create, rename, duplicate, and delete the items of its dimension directly on the dashboard. The actions for an existing item are in the three-dot menu of the item:

Shows an editable table in xP&A with the 'Employees' dimension items, the names of the other employees blurred. The three-dot menu of the item 'New Hire Sales' is open with the options 'Rename', 'Duplicate', 'Add comment', and 'Delete'. Below the items is the 'New item' row. — Actions for an item in an editable table

To create an item in an editable table in xP&A:

Click New item at the bottom of the table.

Enter a name for the item and press Enter.

To rename an item in an editable table in xP&A:

Hover over the item and click the three-dot icon next to its name.

Select Rename.

Enter the new name and press Enter.

To duplicate an item in an editable table in xP&A:

Hover over the item and click the three-dot icon next to its name.

Select Duplicate. xP&A adds a copy of the item below the original, e.g. New Hire Sales (1).

To delete an item in an editable table in xP&A:

Hover over the item and click the three-dot icon next to its name.

Select Delete. The confirmation dialog lists all linked models from which xP&A deletes the item.

Click Confirm to delete the item.

Managing items through an editable table in xP&A is a combination of a level of access to the model or view and a setting of the table, not a separate user role. The following limits apply:

Users can only manage the items of the dimension selected under

Editable dimension

, and only through this table. They do not get access to the spreadsheet, cannot edit formulas, and cannot change the configuration of the table.

The restrictions of the shared view and of the dimension hierarchy still apply. To restrict which items a user can manage, share a view that only contains these items. Filters that a user sets in the table display are not an access restriction.

If a shared view filters the dimension and the table contains no items, users cannot create new items through the table.

Items that are linked to a data source cannot be deleted. For these items, the

Delete

option is disabled.

Dimensions that are managed by a data source or synchronized from Lucanet CFP keep their restrictions. Activating

Allow creation and deletion

does not mean that these items can be edited or deleted.

Users with the user role

Editor

who have the

Can input via dashboard

level of access make their changes directly, without a change proposal. For users with the user role

Data collector

, nothing changes: they continue to suggest new or changed items through

change proposals

that need approval. The setting does not change any licenses.

Users with the user role

Viewer

cannot be granted the

Can input via dashboard

level of access and therefore cannot manage items through an editable table.

The following example shows how a department planner adds and maintains planning items in Lucanet xP&A without access to the spreadsheet:

The model owner adds an editable table for the Employees dimension to the dashboard, selects Editors and dashboard input users, and shares a view of the model that contains the sales department with the department planner, granting the Can input via dashboard level of access.

While entering the budget on the dashboard, the department planner clicks New item and adds a planned new hire, e.g. New Hire Sales.

Later, the department planner renames the item to New Hire Sales EMEA and enters the values in the table. The spreadsheet of the model stays hidden from the department planner.

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

Page IDKB9693544

Last updated on Oct 28, 2026

Overview

Creating a Table in xP&A

Editing a Table in xP&A

Options for Tables in xP&A

Editable Tables in xP&A

Letting Users Manage Dimension Items in an Editable Table

Creating, Renaming, Duplicating, and Deleting Items in an Editable Table

Limits for Managing Items in an Editable Table

Example: Adding a Planning Item From the Dashboard in xP&A

Using Tables in Lucanet xP&A

Overview

Creating a Table in xP&A

Editing a Table in xP&A

Options for Tables in xP&A

General Options

Setup Options

Display Options

Advanced Options

Editable Tables in xP&A

Letting Users Manage Dimension Items in an Editable Table

Creating, Renaming, Duplicating, and Deleting Items in an Editable Table

Limits for Managing Items in an Editable Table

Example: Adding a Planning Item From the Dashboard in xP&A

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