Come and explore the exciting new features of our solution Lucanet xP&A! We update our CFO Solution Platform on a regular basis to offer you the latest features and improvements.
The versions of all solutions that you are currently using and those of the CFO Solution Platform are displayed when you select About Lucanet from the Help section in the CFO Solution Platform.
In Lucanet xP&A, users with Full access to a data connection can now edit data sources created by other users through that connection. This lets colleagues maintain shared sources without waiting for the person who created them. For database sources, this includes updating SQL queries.
The Edit option is available in the three-dot menu of a data source on the Shared tab of the Data workspace, for integrations that support editing a data source. The settings you can change depend on the integration. Updating a shared source can affect every model that uses it when the data is refreshed.
'Edit' option for a shared data source
What you need to do: To edit data sources created by other users, you need Full access to the data connection and the user role Administrator or Editor. Existing permissions in the connected system continue to apply. You do not need to recreate or re-share existing connections or data sources.
You can now use Skip empty cells with all four splashing types in Lucanet xP&A: Equal split, Pro-Rata, Repeat all leaves, and Repeat. This lets you update existing planning values while keeping unused dimension items empty.
The check box is activated by default in the splashing menu. Cells containing 0 are still included in the distribution. If you deactivate the check box, empty cells are included; your choice is remembered for subsequent entries in the same browser.
For example, with Equal split and Skip empty cells activated, distributing 800 across four items containing 0, 8, and two empty cells assigns 400 to each of the two non-empty items and leaves the other two empty.
The separate Pro-Rata (only non-empty) option has been replaced by Pro-Rata with Skip empty cells activated.
Splashing menu with the 'Skip empty cells' check box
In the Proposals workspace of Lucanet xP&A, you can now select one or more submitted proposals and choose Approve all and apply. The action approves pending edits across all affected models and applies the selected proposals, while leaving rejected edits out. Review the confirmation before proceeding and check the result message for any proposals that could not be applied.
Existing review and access permissions continue to apply.
'Approve all and apply' in the 'Proposals' workspace
In Lucanet xP&A, you can now assign a reviewer to a proposal before sending it to the editors selected in Model editors. The reviewer can check proposed changes and record approvals or rejections, then finish the review to pass the proposal to editors for final application. Data collectors can also act as reviewers. Finishing the review does not apply changes to the model.
In Lucanet xP&A, dashboard input users can now create, rename, duplicate, and delete dimension items through editable tables, if an editor of the model enables this for the table. This supports planning workflows that take place entirely on the dashboard, while access to the spreadsheet stays restricted and existing permissions still apply.
To let dashboard input users manage items in an editable table, select Editors and dashboard input users in the Who can create and delete items? drop-down list of the editable table, and share the model or a view with the Can input via dashboard level of access. Existing editable tables keep the Editors only setting until you change it.
'Who can create and delete items?' setting of an editable table
Update: This capability is now available through the Skip empty cells check box, which works with all splashing types. Select Pro-Rata and leave the check box activated for the behavior described below.
With the new splashing type Pro-Rata (only non-empty) in Lucanet xP&A, you can distribute values proportionally across dimension items that already contain a value while leaving empty cells unchanged.
For example, if two dimension items contain 0 and 8 and two are empty, distributing 800 assigns 0 and 800 to the non-empty items and leaves the other two empty.
Example after 'Pro-Rata (only non-empty)' is applied
In Lucanet xP&A, you can now select two data levels for each currency relation when using exchange rates from Consolidation & Financial Planning for currency translation: one for the periods up to and including the last actual date of a model, and one for the periods after it. This lets you translate actual periods with your actual exchange rates and forecast periods with your planning exchange rates.
You can configure this in the Exchange rates section: in your organization's currency settings in the columns Before last actual and After last actual, and in the model settings in the columns Before and After. At model level, the columns are only available if the model has a last actual date.
'Before last actual' and 'After last actual' columns in the 'Exchange rates' section
The HiBob connection in Lucanet xP&A now provides the new FTE (timeseries) variable, which contains the FTE (full-time equivalent) percentage of each employee per month, based on the employment history in HiBob. The new variable lets you report actuals correctly when an employee's FTE percentage changes over time.
The existing FTE variable is unchanged and still contains the FTE percentage that is currently in effect. Existing HiBob data sources receive the new variable with their next refresh.
