Managing Plan Lines

Warnings:
  • Use the search box above the grid to refine the displayed content and help you find the information you are looking for. You can search the content of any of the displayed columns.
  • While editing a field, press Escape before pressing Enter to revert it to its previous value.

Adding Dimensions in Plan Lines

To add dimension values in the Plan Lines tab:

  1. Click or right-click the table where the dimensions are located.
  2. Click New Row and an Add Row window appears.
  3. Fill out the values based on the dimensions. You can type and create a new dimension value or search and choose one from the list. Ensure that each value entered is unique and not repeated, as duplicated values will not be added to the table.

    For example, you choose a row that shows both "Company" and "Account" dimensions, and there's already a row in the table with the values "Company A" and "Account A". You can add another line with "Company A" and "Account B" values. This results in a duplicate value but not a duplicate combination.

  4. Click Add. The new row will be added to the table in the appropriate hierarchy. If a record in the dimension has been selected, the new row will be added to the bottom of the selected dimension.
  5. Click Save to save the changes.

Deleting Dimensions in Plan Lines

To delete a dimension on the Plan Lines tab:

  1. Click the row, column, or single cell you want to delete. If you want to delete more than one, you can select multiple using the check boxes or the shift button on your keyboard.
  2. Click .
  3. The dimension is removed from the plan table.
Note:

To undo an action, click Undo on the Plan Lines tabs toolbar.

Adding Calculations to Plan Lines

From the Formula Builder Lightning component, you can use calculations to manipulate and extend the data displayed in your plan lines. Depending on your plan requirements, you can apply formulas to the values displayed under the Measure columns. For example, you might want to sum the value of all displayed columns in your plan items. You can use dimension fields to filter values and create the required formula. The filter fields depend on the plan and the contained dimensions. For example, if the dimensions include the "Company Name" and "Country" fields, then those fields will be available as filters. After the filters are applied, the filtered cells are highlighted.

When using the Formula Builder component, the cell you are working on is clearly highlighted, with the surrounding cells bordered to help you identify and stay focused. The cell you want to add the formula to is always clearly marked to help you keep track of its location.

Notes: When applying a formula in a cell, the following functionalities are disabled and limit you to:
  • Delete rows or columns, which results in the context menus for cells becoming disabled.
  • Redo or undo any actions, as all the toolbar buttons are disabled.
  • Edit cells while a formula builder is active.
  • Sort the columns.

To apply a formula or manually enter a formula in a cell, follow these steps:

  1. Click the row in the plan table where calculations are set for a cell.
  2. Specify the calculation value you want to apply within the cell in the Formula field and click the formula syntax. For more information, see Formula Syntax.
  3. [Optional] Select the Include Calculations checkbox to include other formulas. This will enable 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 the new formula you are creating.
  4. Filter the dimensions based on the available dimensions. The selected plan cells are highlighted to show inclusion in formulas.
  5. Specify the values in the available fields, based on the plan and the contained dimensions, to filter the measure rows. This determines which measure cells get highlighted to indicate what is being selected for inclusion in your formula.
  6. Click Apply to apply the calculation for the plan line.
Notes:
  • Ensure that you specify a numeric value and a non-numeric value is considered as a formula.
  • The numeric values that are added are updated at runtime. As you stop typing for a certain amount of time in the Formula field, the value gets reflected in the plan cell.
  • An error message is displayed if an incorrect formula is entered in the Formula field. For more information about the error, see Plan Errors.

Manually Entering Formulas

You can manually enter a string to apply a formula in the Plan Lines tab or Measure columns.

Example

You can add a row at the bottom of the plan to show the sum of rows contained in your selected measure. To do this, click | Add Row and give this section the name Total. Enter the string for the required formula: SUM("Year"="2019") with Year being a dimension, or SUM("Account"="Account 1"), with Account being a dimension.

Formula Syntax

The formula symbols and syntax used in columns and rows in Plan Builder are similar to those used by Microsoft Excel.

Refer to the table below for sample basic operators and functions available for use in Plan Builder. The syntax used in each example varies according to whether it is used in a dimension or Measures column.

Many of these operators are also used in Analytics SAQL functions. For more information, see the Salesforce Help.

Operator Description
SUM() Returns the value of a numeric field
AVERAGE() Returns the average of the values of a measure field.
COUNT() Returns the sum of all non-blank values in a row.
MAXIMUM() Returns the maximum value of a measure field.
MINIMUM() Returns the minimum value of a measure field.

Importing and Exporting Plan Lines

You can import and export plan lines using Microsoft Excel (XLSX) if you have permission.

For more information, see Importing and Exporting Plans.