Working with Lumel EPM
This guide for Lumel EPM is intended for users across departments and functions who are looking for enhanced data exploration, visualizations, analysis, visual calculations, what-if simulations, planning, 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.
Create a Planning Sheet - This section covers the complete steps to create a Lumel EPM item, connect to your semantic model, create a planning sheet, and perform planning and data analysis.
Create a BI sheet - This section explains how to add various visualizations to your semantic model, Infobridge, and planning data.
Displaying information - This section covers the report interface, layout options, and basic formatting.
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.
Other Sections:
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.
Planning, budgeting & forecasting - What-if analysis & simulations, scenarios, budgeting, allocations, set versions, and snapshots are all covered in this section.
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.
Writeback - This section covers configuring writeback destinations, writeback to different databases, shared drives and URL destinations, writeback logs, and more.
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.
Working with charts* - The charts and visualizations have several customization options, such as reference bands and lines, scaling, comparison bands, etc., which are covered in this section.
To learn how to build your first planning sheet, refer to the next section.
*This section is part of Modern BI and is currently in progress.
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