Plan Fields

Here is a description of the fields on the Plan object.

Key: * – Mandatory field

Plan Fields
Field		Description
Analytics Value		Search and select the available values from Analytics of the Dimension selected in the Dimension column.
Data Source		The Extended Planning and Analysis data source which this plan is related to.
Data Source Description		The information about the data source.
Default Scenario		The default scenario of the plan. This scenario is displayed by default when you open the plan.
Description		The description of the plan.
Dimension		Search and select the dimension from the dataset to map the Analytics value.
Dimension 1 - 12		The first to the twelfth dimension that is used in this plan. The Dimension 1 field is mandatory.
Dimension Value Mappings		Stores the mapping of plan values in JSON format to retrieve data from a related dataset.
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.
New Value		The new value to map the Analytics value.
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".

Quick Actions and Buttons

The Buttons are displayed on the Plan Builder page

Buttons	Description
	Enter the dimension name in the Search Dimension field and select it from the list.
	Enter the measure name in the Search Measure field and select it from the list.
Back to Dimensions List	Navigates dimensions to the Dimensions list.
Back to Measures List	Navigates measures to the Measures list.
Move to Next Position	Shifts the position of a dimension or measure to the next position.
Move to Previous Position	Moves the position of a dimension or measure to the most recently selected position.
Save	Saves the plan structure with dimensions and measures.
Send to Dimension Columns	Sends the dimension from the Dimensions List to the Dimension column.
Send to Dimension Rows	Sends the dimension from the Dimensions List to the Dimension row.
Send to Measures	Sends the measures from the Measures List to the Measure column.

The Quick Actions and Buttons are displayed on the Plan Lines and Formula Builder 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.
	Expand All	Expands all the groups in the plan table tree so that all the rows are displayed. Note: This option is only available when the plan is configured to display the plan table in tree view.
	Collapse All	Collapses all the groups in the plan table tree so that only the top-level rows are displayed. Note: This option is only available when the plan is configured to display the plan table in tree view.
	Update from Analytics	Updates the current scenario with the latest data from Analytics. For more information, see Update a Plan with the Latest Data from Analytics and Updating a Plan Scenario from Analytics.
	Show All Comments	Displays all the comment threads in the plan scenario. For more information, see Cell Comments in Plans.
	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.
Clone Plan		Creates a copy of the plan and its scenarios. For more information, see Cloning a Plan.