Using Tables

Getting Started

Global Functions

Lucanet Lume

Data Hub

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

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

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

Tables can be used in xP&A 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, choose one of the following options:

In the

spreadsheet

workspace, right-click a variable and choose

Create chart | Table:

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 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 don't 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.

Last updated on May 1, 2026

Overview

Creating a Table

Editing a Table

Options for Tables

General Options

Setup Options

Display Options

Advanced Options

Editable Tables

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