Older Versions

From now, xP&A users only have access to the CFP data for which they have been granted access in Consolidation & Financial Planning. This is relevant when creating a CFP data source in xP&A, because users can only integrate data from CFP if they also have a license seat for Consolidation & Financial Planning and only for the data they have access to.

It is now possible to 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 then enter your comment in the comment field and save it using Enter 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.

You can now copy entire rows from an Excel sheet and paste them into the Dashboard in xP&A. This saves time when transferring values from MS Excel to xP&A.

When you import a dimension from a spreadsheet (CSV, Excel, or Google Sheets), you can now define the hierarchy directly in the cell values using the > separator. xP&A reads the path, creates each item at the correct level, and links it to its parent automatically - there is no need to rebuild the hierarchy by drag-and-drop after the import.

If you have an error shown in a model, you can now fix it using our new Fix with AI function with just a click of a button.

Simply hover over the error and you will see a Fix with AI option.

Click the option and you will get suggestions for changing the model that you can either accept or reject.

Dimension items can now have default currencies assigned directly in the dimension settings. By adding the Currency column, you can configure a default currency for each dimension item once, instead of setting currencies individually on each variable.

New currency variables automatically use the default currency set for the dimension item. If you wish to use a different currency for a dimension item in a certain variable, you can adjust the currency explicitly in the model.

A priority-based inheritance system determines the currency used: explicit selections override dimension item defaults, which override parent or variable defaults.

When setting up a data connection to Consolidation & Financial Planning (CFP), you can now choose between two methods for importing organization elements:

We recommend using Single hierarchy for all new connections. Existing connections using the flat dimension method will continue to function until deprecation, and you can still create new connections with this method if needed to supplement existing models with historical data.

The new workflow for change proposals allows to collaborate on model updates with confidence. Data collectors can submit proposals for value changes and dimension modifications, add comments for context, and track approval status in real-time. Editors can review proposals at cell, row, or model level, with the possibility to reject, comment, or approve changes proposed by a Data collector. Once the review has been completed, only approved changes will be applied to the model.

No more guesswork - get clear guidance on what went wrong and how to resolve it, right where you need it: A new Explain with AI option is now available when hovering over error indicators. Clicking this option provides an explanation of the error along with suggestions for resolving it.

With this release we are providing an update to how variables handle currency when multiple data sources are connected. Until now, if you added more than one data source with different currencies, the values were not automatically translated. With this update, all data sources will now be translated into a single currency, ensuring consistent and accurate results. By default, we convert everything into the currency of the first data source you add, but you can change the target currency anytime in the variable settings. The following screenshot shows how two data sources are now automatically adjusted to the correct currency.

The new Splashing function enhances how users distribute values of variables that are broken down by dimensions.

When entering a value at a total or branch level, you can now choose how that value is propagated to the underlying dimension items using predefined distribution methods. The following methods (splashing types) are available:

Splashing can be activated and configured in the formula bar after entering a value on the total (or branch) item:

Dimensions now support hierarchical structures through levels, enabling you to represent and aggregate data at the corresponding dimensional level. For example, a Group dimension may contain Divisions, Branches, and Shops as levels, all rolled up hierarchically.

To create a hierarchy, simply open the dimension details and drag a dimension item below its parent item.

Types allow for a more flexible data analysis and can be used from now on to classify your dimensions. Types may align with levels, but don't necessarily have to. For example, you can have a Shop type where Shop 5 and Shop 6 are grouped under Shop 4.

Types can be created and assigned to each dimension item in the dimension details:

As of now, xP&A offers a new function for currency translation allowing for more flexible planning in multiple currencies.

With the new feature, all data values can be converted to the display currency set in the model. In addition, row-level currency settings have been implemented, allowing you to edit the local currency and exchange rate for individual variables or dimension items.

The currency translation is based on the configured rates, which can either be derived from the exchange rate tables defined in Lucanet Consolidation & Financial Planning or from the European Central Bank.

Users who do not use Lucanet Consolidation & Financial Planning, have access to view auto rates by default, with options to choose between average and closing rates for each period.

We have introduced a new chart type called Waterfall Chart. This powerful visualization tool allows you to drill into the differences between variables, versions, or scenarios, making it an excellent choice for storytelling and analysis. Waterfall charts consist of a starting bar, an ending bar, and intermediate bars that break down the difference between them.

The new waterfall chart feature supports multi-bridge or multi-step waterfalls, where the ending bar of one bridge becomes the starting bar of the next. Users can now visualize complex comparisons, such as the difference between starting ARR and ending ARR, budget vs. actuals, or default vs. aggressive scenarios.

With this release, we are introducing another AI functionality within xP&A which will help you to set up your variables and build your model more quickly and efficiently.

With the new function Prompt AI you can directly interact with the AI, asking for help with setting up certain calculations and analysis. The AI then suggests the variables typically used for these calculations and you can accept and insert the variables into your model indivdually or in bulk.

With this release, we are introducing new AI functionalities within xP&A which will help you to set up your variables and build your model more quickly and efficiently. The following AI features are available:

AI-generated suggestions for variables

You can choose between three different options for AI support when creating a new variable. Based on the variables and formulas you already have in your model, you will get suggestions for your next variable. AI comes up with the names and formulas completely on its own, including adding new hardcoded assumptions to then use in its own calculations. You can then accept or reject individual or all of the suggested variables.

AI-assisted forecasts

With the new forecast formula function, you can add a forecast for your variables based on your historical data using AI. It will analyze your past performance and add the most likely forecast based on your own data, that you can use or compare against in your analysis.

Do you have a suggestion for improvement or are you missing a feature in xP&A? Then you can sumbit your idea to our team now directly! Simply go to your xP&A home page and submit a form:

You are now able to set up a connection to a Microsoft SQL Server data source in xP&A.

With this release, a new option for Spreadsheet data sources is available: In case you did not finalize the dimension mapping when setting up a connection to a Spreadsheet, the data source will be displayed in the section Unconfigured data sources in the Data workspace. You can open the unconfigured data source from this section and resume the set up whenever you are ready.

With this release, we are introducing a new option to integrate data into xP&A. It is now possible to upload an Excel file as a data source. It can be set up in the Data workspace using the option Excel Upload: