Integrating Data

Data integrations let you connect the variables in your model to different data sources. In most cases, this is used to pull in actual data and to perform forecasts based on historicals.

When a variable is linked to data, it will take its value from the data source if data exists, and will fall back to its formula if data does not exist.

Data integrations can be set up to connect to:

• Consolidation & Financial Planning on the Lucanet CFO Solution Platfom
• Different kinds of systems, such as CRM, accounting or ERP systems, or payroll, or BI tools.
  
  

A list of the currently available integrations can be found below.

In this section you will find information on the following topics:

• Connecting to a data source
• Sharing data connections
• Linking variables to integrated data
• Linking dimensions from a data source to dimensions in xP&A
• Drilling down on underlying data
• Using the function 'Import data until'
• Refreshing integrated data