Updating a Plan Row from Analytics

If a plan was created from Analytics, you can update a plan row with the latest data in the dataset.

Notes:

• To update a plan row from Analytics, you must:

  • Have read and write access to the plan.
  • Have access to the Analytics dataset that was used to create the plan.
  • Be assigned the xP&A - Manage Plans permission set.
  • Be assigned the CRM Analytics Platform User permission set.
• If the plan is configured to display in tree view, you can only update the lowest level rows from Analytics. Group rows that represent subtotals cannot be updated from Analytics.

To update a plan row with the latest data from Analytics:

1. Open the plan scenario that contains the row that you want to update from Analytics.

2. Do one of the following:

   • In the row that you want to update, right-click any of the dimension values. If your plan is configured to display measures as rows, you can also right-click the name of the measure.
   • Next the row that you want to update, click .
3. Click Update from Analytics.
4. If you want to retrieve column dimension values that exist in the dataset but currently don't exist in the plan, leave Only Update Existing Cells deselected. This can result in new columns being added. If you don't want to retrieve new values, select Only Update Existing Cells.
5. Click Update from Analytics.
6. Click Save.