Share measures

Import measures between planning sheets with Infobridge#

By using Infobridge in plan, you can consolidate measures from different data sources, such as files and planning sheets, into a target planning sheet. For example, you can integrate multiple regional forecasts into a single global forecast.

In this article, you learn how to import a measure from one planning sheet into another.

Prerequisites#

Create two planning sheets with identical row and column dimensions. The row and column dimensions must match in both sheets to import measures successfully.

Sample reports used in this article:

• A COGS planning sheet that is used for forecasting and contains a COGS Projections data input measure.

  

• A sales planning sheet

In this article, you use Infobridge to bring COGS projections into the Sales report.

Create a bridge#

1. Go to Data > Queries > Add and select Planning sheet.
2. Select COGS Report from the Sheet dialog.

3. Select the COGS Projections measure to be uploaded to the bridge. Select Add.

   

4. A new bridge is created with the COGS Projections measure. The scope of this article is limited to importing a measure without any transformations. Validate the data and select Close.

Import a measure#

1. Open the target planning sheet, Quarterly Sales Report.

2. The bridge created in the previous step appears under the Queries section. To import COGS projections, add it to the Values field.
   

   

Measures from Infobridge act like regular data source measures and can be used for calculations or included in other reports and visualizations.