Plan Fields

Here is a description of the fields that Extended Planning and Analysis adds to the Plan object.

* – Mandatory field

Plan Fields
Fields   Description
Current Version   The version that relates to the plan version and is used in the plan.
Data Source   The Extended Planning and Analysis data source which this plan is related to.
Data Source Description   The information about the data source.
Description   The description of the plan.
Dimension 1 - 12   The first to the twelfth dimension that is used in this plan. The Dimension 1 field is mandatory.
Locking Job   For Certinia internal use only.
Measure 1 - 6   The first to the sixth measure that is used in this plan. The Measure 1 field is mandatory.
Plan Name * The name of the plan.

Filter Configuration

Filter Configuration Fields
Fields   Description
Dimension   The dimension to be applied to the filter configuration.
Operator  

The operator logic to be applied for the filter configuration for the plan.

Supported Operators:

  • Contains
  • Not Contains
  • Start With
  • Equals
  • Not Equals
  • Is Null
  • Is Not
  • Null
Value *

The value for the filter that matches your filter logic.

Note: You can select one or more values using the "Equals" and "Not Equals" operators. The "Contains" operator enables you to specify a single text value. For example, if you specify the text "Merlin" using the "Contains" operator, the filter returns records such as "Merlin Auto Spain", "Merlin Inc", and "Merlin Enterprises".

Formula Builder

Formula Builder Fields
Fields Description
Absolute References

If selected, copy a cell with absolute dependencies, paste it in a new location, and set the absolute character on all dimensions filtered in your formula.

If you do not want all filtered dimensions to contain the absolute character, select the checkbox and apply the formula. Then, deselect the checkbox if you do not need it.
Include Calculations If selected, include other formulas. This enables you to combine formulas in your current formula to create a grand total. For example, if you have a formula to calculate the total for each dimension, you can use this feature to combine these formulas. The cell you want to add the formula to is always clearly marked to help you keep track of its location. If you deselect the checkbox, you cannot include cells containing the formula in your new formula.

Quick Actions and Buttons

The Quick Actions and Buttons are displayed on the Plan Lines page.

Plan Buttons

Buttons/

Icons

 Name Description
Add Condition   Adds multiple filter configurations for the plan.
Search Plans Enter the plan name in the Search Plan field and select it from the drop-down list.
Undo Undo an action on the Plan Lines tab toolbar.
Redo Redo an action on the Plan Lines tab toolbar.
Add Row / Add Column

Adds rows and columns to the dimensions and measures.
Add Total Row / Add Total Column Adds total rows and columns to the dimensions and measures.
Delete

Delete Row / Delete Column

  • Deletes rows and columns from the dimensions and measure table.
  • Deletes the filter condition from the Filter Configuration window.
New Row   Adds rows to the dimensions.
New   Creates a new plan.
Save   Saves the plan with dimensions and measures and any applicable calculations.
Delete Plan   Allows you to delete a plan.
Send to Analytics   Allows you send a plan to Analytics.