Data Insights

In FP&A Plus, Data Insights answers questions about your models and data, providing real-time insights.

Examples of the kind of questions Data Insights can answer:

  • In any kind of model: "What data does this model have in it?"
  • In a currency model: "Can you provide month-end rate and average rate for USD to CAD for 2024?"
  • In a finance model:
    • "What were advertising costs in 2022?"
    • And the followup: "Can you compare to 2023?"
  • In a personnel model:
    • "What is Giselle Robbins's forecast salary for 2025?"
    • "What are the forecast payroll costs for 2025 for all employees, entities and departments?"
      • And the followup: "Can you break down by entity? "
  • In a revenue model: "What is the difference in growth margin for Product Line A between Q3 2022 and Q3 2021, in $ terms?"

View data as a chart

To display your data as a bar chart, click the chart icon:

 Tip:  If you want to guarantee that a chart will be available, in your question ask Data Insights to provide a table.

 Example:  

“Can you compare 2024 gross revenue to 2025 in a table?”

"Can you create a table of all entities gross revenue in 2025?"

To display your data as a table again, click the table icon.

Download data as an Excel file

To download your data as an Excel file, click the Excel icon:

Open the data view

To see the dimensions and members behind the current answer, when Data Insights is in Thinking mode, click the Analyze icon:

Ad Hoc Analysis opens and you can work with the data view just as you normally do.