Create a bridge to integrate and transform plans

A bridge is a workspace environment that integrates multiple reports from different data sources and enables data transformation as required. Each bridge includes an editor interface for performing transformations. This unified interface supports data consolidation, real-time planning, and collaboration.

Create bridge

Consolidate planning sheets across dimensions with varying granularities using bridges.

1. To create a bridge, go to Infobridge > Create Query.

2. Select the measures to consolidate across planning sheets, then select Create.

1. Creating a query automatically opens Infobridge, where data can be joined, appended, merged, pivoted, and transformed. Select Close to return to the planning sheet.

1. Access the query from Data > Queries after adding it to the bridge. Select the More options (…) menu to edit, delete, or rename the query.

1. Repeat the same process to add measures from other planning sheets to the bridge.

This example consolidates the bonus component across roles and departments.

1. Hover over the query name and select the More options (…) menu to edit, delete, duplicate, rerun the job, copy the query ID, etc.