Data Management

Overview

Here you find workbooks for managing data such as exchange rates, dimension data and transaction data.

• Source fact data
  Manage source fact data.
• Report Setup
  Create and manage finance reports.

Applies to: Planner 5.2 or later

• Dimensions
  Manage primary dimensions and publish dimensional content to versions.

Applies to: Planner 5.0 or later

• Data Import & Export
  Import data to Profitbase EPM from file, azure blob store or sql server. Export Profitbase EPM data to azure blob store or sql server.
• Account plan proposal
  Create a plan proposal for the account module and import it to the module.
• Driver based plan proposal
  Create a plan proposal for one or more driver based models and import proposal to the relevant driver based models.

Applies to: Planner 4.x, 5.0 or 5.1

• Dimensions and Currency exchange rates
  Management exchange rates and edit dimension content.