Planning interface

Lumel EPM Planning Sheet Interface: Smarter, Faster Performance Planning

The Lumel EPM Planning Sheet Interface is designed to simplify enterprise performance management by combining the flexibility of spreadsheets with the power of a centralized, cloud-based planning platform. Built for finance teams, planners, and decision-makers, the interface enables faster budgeting, forecasting, and scenario planning without sacrificing control or accuracy.

Key benefits include:

• Familiar Spreadsheet Experience, Enhanced Capabilities.

• Real-time synchronization with centralized data models

• Elimination of version control issues and manual consolidation

• Streamlined Budgeting and Forecasting

• Real-Time Collaboration and Control

• Integrated with Enterprise Performance Management

Why Choose Lumel EPM Planning Sheets?

The Lumel EPm Planning Sheet Interface bridges the gap between ease of use and enterprise-level performance management. It empowers teams to plan smarter, collaborate better, and adapt faster—without the limitations of traditional spreadsheets.

The Lumel EPM Planning report interface contains the following sections:

Lumel EPM Planning Interface

1. Toolbar: The multi-tab toolbar has several action items that can be used to configure the report

2. Report header: The multi-line, formattable report header can be used to provide additional information on the report

3. Report canvas: this section contains the body of the report, where information is displayed in tabular form

4. Footer: Footer notes can be added in this section

5. Side Panel: The side panel has sections like Filter, Fields, and Data, which aid in selecting the content to be viewed in the Report canvas.

• 5.1 Filter Pane: The Filter pane offers various Page-level and Global Level Filter options like Basic, Advanced, and Top N filters to help you filter out the content to be viewed on the Report canvas.

Filters Pane

• 5.2 Fields Pane: The Field Pane shows the rows, columns, and values chosen from the semantic model to be displayed in the reports pane. The Fields pane also has the option to restore the configuration of the exported sheets.

Fields Pane

• 5.3 Data Pane: The Data Pane helps you to get the required data by connecting to a semantic model or a sheet, or you can combine and transform data from multiple sheets through queries.

Data Pane

1. Page Navbar/Actions: The Page Actions bar helps you to do the following

• Add New Page icon '+' helps you add a new page to your sheet

• The page explorer icon lets you explore the pages on the sheet

• The View Item Settings icon displays details of the Planning sheet, like the name, version, location, and so on.

View Item Settings window

• The subscriptions icon helps to create subscriptions.

Subscriptions Panel

1. Status bar: The status bar contains information such as the following

• Aggregation information: Displays the number of rows. When a measure is selected, this section can also show metrics such as sum, average, and count.

• Zoom/Unzoom controls: You can use the controls provided in the footer or use the keyboard shortcuts (Ctrl + / Ctrl -)

• Pagination controls: You can use first-previous-next-last navigation controls, and also set the number of rows per page.

In the next section, we'll look at the available layout options.