Web

Overview

xpna Web is used to view, analyze, and present planning and reporting data in a browser-based workspace experience. A centralized location is provided for interactive dashboards and reusable calculations as well as some administration tasks.

What can be done in Web

The following workflows are supported in xpna Web:

• Dashboards can be reviewed to monitor key metrics and trends.
• Widgets can be configured to show cards, grids, charts, and commentary.
• Calculations can be created to define reusable business logic.
• Lists can be reviewed by scenario and imported from another scenario.
• Modelling rules can be configured from list records for scenario-specific planning.
• Subscription Administration
• Workspace Administration
  • Connections

Access and permissions

Access to Web features is controlled by workspace permissions:

• Centralized calculation management is restricted to workspace administrators.
• Shared resources are applied across the workspace, so changes are reflected for all users.

Note:

It is recommended that centralized calculations and shared dashboard updates are reviewed before publication, because dependent dashboards can be affected.

Core areas

The Web experience is organized into the following core areas:

• Dashboards: Build and review visual reporting views.
• Calculations: Manage reusable formulas for dashboard analysis.
• Lists: Review scenario-scoped list records and import lists from another scenario.
• Modelling: Configure scenario-specific rules from selected list records.
• Connections: Manage all your datasource connections
• Subscription: View and manage your xpna subscription

Suggested next steps

• Start with Dashboards to review available reporting views.
• Continue with Calculations to define derived metrics.
• Use Lists and Modelling when scenario-specific planning records and rules need to be reviewed.