Working with Lumel EPM
This guide for Lumel EPM is intended for users across departments and functions who are looking to leverage Power BI for enhanced data exploration, visualizations, analysis, visual calculations, what-if simulations, budgeting, and more.
This guide serves not only as a quick reference for specific features but also as a comprehensive, self-paced training program for Lumel EPM. We have organized the guide as follows.
Build your First Planning Sheet - Creating a Lumel EPM item, importing your semantic model, assigning relevant fields and measures, configuring the initial layout, and performing planning and analysis using the menus available—all these are covered in this section.
Displaying information - The report interface, layout options, and basic formatting are covered in this section.
Basic interactions - Basic interactions such as exploring and filtering data, top N ranking, sorting, managing column widths, managing hierarchies, and grouping rows and columns are covered in this section.
Adding business logic and formulas - This section covers how to insert calculated and manual input rows and columns, as well as quick formulas and a list of formulas available on Lumel EPM.
Conditional formatting - This section covers various options such as quick rules, color scales, conditional formatting based on nested if conditions, segmentation, Top N ranking, and more.
Planning, budgeting & forecasting - What-if analysis & simulations, scenarios, budgeting, allocations, set versions, and snapshots are all covered in this section.
Paginated reporting - This section covers options such as pagination, header & footer, and report layouts, which allow you to build highly formatted & interactive paginated reports.
Commenting & collaboration - This section covers adding notes, annotations & comments, using @mentions, replies, email notifications, comment digests, and more.
Exporting reports - This section discusses the options for exporting to Excel and PDF, as well as sending exports via ad hoc email.
Scheduling reports - This section covers report bursting and standard and dynamic scheduling subscriptions to emails and shared drives.
Writeback - This section covers configuring writeback destinations, writeback to different databases, shared drives and URL destinations, writeback logs, and more.
Context awareness - Understand how Lumel EPM works when you use multiple filters or slicers, retaining the selected context for data input rows and columns, headers, comments, and so on.
Manage aggregation - This section covers the different aggregation methods you can set for columns and rows.
Approval workflows - This section describes the approval workflow process, from creating an approval flow to configuring approvers, approving requests, raising adjustment requests, and so on.
Collaborative adjustment workflows - Learn how you can collaborate with others and work on adjustment workflows in this section.
Variables - Learn to use variables to set up graphical control options, triggers for scripted actions, etc. on your planning report.
Working with charts* - The charts and visualizations have a number of customization options, such as reference bands and lines, scaling, comparison bands, etc., which are covered in this section.
To start building your first planning sheet report, refer to the first section.
*This section is part of Modern BI and is currently under development.
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