Creating a Blank Plan

You can create a blank plan and build it from scratch. This can be useful if the data required to build your plan is not in Analytics. For example, you might want to populate the data manually or import the values from a spreadsheet.

Note:

Before creating a blank plan, ensure that all the relevant dimensions and measures are created in your org.

To create a blank plan:

1. From the Plans tab, click New. The New Plan wizard displays.
2. Select Blank.
3. Click Next.
4. Enter a unique name for the plan.
5. [Optional] Enter a description for the plan.
6. Click Next. The Build a Plan page of the wizard displays. This page enables you to set up the structure of your plan. After you add a dimension and a measure, a preview of the plan structure displays.

7. Define the plan table view. This determines whether the plan table displays as a tree or a grid. For more information about the available views, see Plan Table Views.

   Do one of the following:

   • To display the plan in grid view, under Table View, select Grid.
   • To display the plan in tree view, leave Tree selected.

8. Define column-level dimensions. For more information, see Column and Row Dimensions. To define column-level dimensions:

   1. From the Dimensions panel, drag the dimension that you want to use as the top-level column group, for example, Year, and drop it into the Columns section.

      Tip:

      Instead of dragging and dropping, you can click next to the dimension name and then click Send to Dimension Columns.

   2. Repeat the previous step to add more column-level dimensions, for example, Quarter, Period, and so on.
   3. If required, drag the dimensions to your required position within the Columns section to reorder them.

9. Define row-level dimensions. For more information, see Column and Row Dimensions. To define row-level dimensions:

   1. From the Dimensions panel, drag the dimension that you want to use as the first-level row dimension, for example, Company, and drop it into the Rows section.

      Tip:

      Instead of dragging and dropping, you can click next to the dimension name and then click Send to Dimension Rows.

   2. Repeat the previous step to add more row-level dimensions, for example, Trial Balance 1, GLA, and so on.
   3. If required, drag the dimensions to your required position within the Rows section to reorder them.

10. Define measures. To do this:

    1. Click the Measures tab to display the Measures panel.

    2. If you configured the plan to display as a grid, under Measures Position, do one of the following:

       • Leave Columns selected to display measures as columns.
       • Select Rows to display measures as rows.

       For more information, see Measures Position.

    3. From the Measures panel, drag the first measure that you want to use, for example, Dual, and drop it into the Measures section. A preview of the plan now displays.

       Tip:

       Instead of dragging and dropping, you can click next to the measure name and then click Send to Measures.

    4. Repeat the previous step to add more measures, for example, Home and so on.

11. After you have defined the structure of your plan, click Save.

    Warning:

    This step cannot be undone. When a plan is created, its structure cannot be changed.

The plan is now created. For the next steps, see Plan Table Overview.