Using Views

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

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

Sharing 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

Views let you create saved filters on your model, to show only specific variables, dimension items, scenarios, time periods, and charts.

This can be useful if you as the model builder want to filter the model for a specific subset of data, or if you want to share only a view of your model with your collaborators, instead of the whole model content.

To create and configure a view:

Click the Views button in the top left of the spreadsheet.

In the Views dialog, click New or Create a view and start adding filters (see subheading below).

The Filters section is displayed as follows:

The filter area of the 'Views' dialog is displayed. — Filter options to configure a view

The following filters are available:

Filter	Description
is none of	Filters out the specific variable(s) you select
is one of	Filters for only the specific variable(s) you select
contains	Filters for variable names that contain your searched term
has dimension	Filters for only the variables that have the selected dimension applied
does not have dimension	Filters out the variables that have the selected dimension applied

Filter	Description
is one of	Filters out the selected visual(s)
is none of	Filters for only the selected visual(s)

Note that if you share a view with a chart filter, the variables in the spreadsheet will still be visible, unless you explicitly filter them out. In this situation, a dashboard may be more appropriate.

The time filter is simple - just enter the time range you would like to see. Note that this affects both the spreadsheet, as well as the time range shown in any visuals.

The dimension is one of filters by dimension item(s) within a dimension(on all the variables where that dimension exists), as well as any dimensions mapped to it.

Example:

If Employee is linked to Title which is linked to Department, and your view filters for the Engineering Department, xP&A will do the following across the spreadsheet and charts:

Filter for

Engineering

on the variables that have the

Department

dimension

Filter for the

Titles

that sit within

Engineering

on any variables that have the

Title

dimension

Filter for

Employees

within

Engineering

(linked via their

Title

), on any variables that have the

Employees

dimension

Filter the

aggregates

of the above relevant variables for only the

Engineering Department

If you want to show others the unfiltered aggregates within a view, you can do this by creating another variable that

aggregates the dimension away

(e.g. create a

Monthly Payroll

with the

Department

dimension aggregated away).

Please note:

Dimensions that are not effectively linked to the filter dimension will not be filtered.

Consider the modified version of the example above: If in your data it is possible to have the same

Title

belonging to different departments, you cannot establish

Title

Department

mappings; you could only have

Employee

Title

and

Employee

Department

. If you then create a view that filters by department, the

Employee

items will be filtered, but your users still could access all the items of the

Title

dimension, e.g. via

Editable Tables

. This might not be desirable if the names of

Title

items are sensitive.

As a workaround, for some data sources it is possible to replace

Title

with synthetic column like

Title & Department

, which can directly be mapped to

Department

, thus allowing the filter rules to work.

This

will not

filter out variables that

do not have the dimension on them

. If you wish to do that, you could combine the filters

Variable has dimension

and

Dimension is one of.

Filter	Description
is one of	Filters for only the specific scenario(s) you select

When a view with a scenario filter is active, you will only be able to see the selected scenarios.

Models can get large and complex. Views let you easily slice and dice your model for just the portion you are wanting to see at a point in time. For example, if I just want to dig into the inputs for Model 3 for 2025, I could set up the view below to easily select.

An example of a view configuration is displayed. — Example for model view

For example - if your Expenses model is broken down by Department, you can create separate views to share with each department head, where they will only be shown the parts of the model that are relevant to them.

You might need to share your model with different groups of stakeholders — the management team, the rest of the company, investors, board, etc.

Instead of creating separate models to slice the same information in different ways, you can create multiple views on the same model. Each view will limit which charts, tables, and variables are shown, so that each group of stakeholders can see a dashboard that is tailored to them.

Last updated on Aug 16, 2023

Using Views

Overview

Creating and Configuring a View

Filter Options

Examples for Views

Overview

Creating and Configuring a View

Variable filters

Chart filters

Time filters

Dimension filters

Scenario filters

Examples for Views

Model Navigation

Budgeting Processes

Tailored Dashboards

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