Edit cells
Lumel EPM allows you to edit the contents of a cell and apply calculations. These are visual level updates and will not impact the source dataset.
1. Overwriting values
To overwrite an existing value, simply double-click on the cell and enter the new value. You can enter scaled values(250m, 5.6b, etc) or reference other cell values.
Double-click on a cell as shown in the image. A formula bar is enabled below the toolbar. Type in a value and click 'Enter'. Note that Lumel EPM allows entry of scaled values (e.g. 45.3m instead of 45,300,000).
The value gets updated and the manual update can be identified by the pencil icon in the cell. The totals and subtotals are also updated to include the value entered.
You can even reference other cells and apply formulas to them - using the cell editor, you can define simple mathematical operations such as A +/- B, etc.
2. Apply formulas
You can use the wide range of formulas and functions available in Lumel EPM while editing a cell. In the below example, we are using the 'Average' function. As you start typing, you can see the functions that match the entered text as a list. Click on 'Average' to see more information such as the arguments and examples.
b) You can click on any cell and it gets automatically populated as shown below.
c) Let's calculate the average of the two selected cells.
d) You can see the result of the operation and it also gets distributed to the child levels.
3. Updating multiple cells
You can also override the data in multiple cells with the same value, for instance, set a fixed budget. Select the cells and update the value in any cell, the updated value will get cascaded to all the selected cells.
4. Renaming Row Categories
You can also rename row categories by double-clicking on them.
The same row category may be repeated at each hierarchy level for hierarchical datasets. When you try to rename such categories at one level, Lumel EPM displays a prompt to confirm whether the category should be renamed across all levels or only at that level.
5. Bulk edit
In financial reporting, costs or revenues may need to be allocated across multiple fields, or during the budgeting/forecasting process, the same values may need to be distributed across different fields. In some cases, you may need to set the same date, such as the expiry date for a list of products, or assign the same manager to a group of locations.
Let's look at the Bulk Edit feature that comes in handy in such situations. We will use an example where we need to bulk edit a data input-number column.
Navigate to the Plan tab and click the Bulk Edit option from the Tools section.
STEP 1: From the Measure dropdown, select the data input measure for which you want to perform a bulk update.
STEP 2: You can use the Select filter to choose the dimension categories for which you need to update values. You can select multiple categories for each dimension, as well as add more dimensions by adding filter. As you make selections, you'll notice the report getting filtered dynamically.
STEP 3: Select the row hierarchy level at which the value should be updated.
STEP 4: Similarly, select the column hierarchy level at which the value should be updated. In this case, since we do not have a column-level hierarchy, we can either update at Grand Total level or Quarter level.
STEP 5: Choose the type of update to perform and enter the value. If you choose Append, the value will be added to the existing value. If you choose Set Value, the existing value will be replaced by the new value. To remove the existing value, choose Clear Set Value.
STEP 6: You can choose to distribute the updated value to child rows based on the weights of another measure or distribute equally.
The cells are updated to 50k at the Segment level and distributed to the children based on the weights of the 2025 Actuals.
Similarly, we can bulk edit all other data input types, including text, date, person, single-select, and multi-select dropdowns. Specifically for date fields, you can either set a date from the date picker or add a duration in years, quarters, months, weeks, or days to the existing date.
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