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.
Update from Analytics 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 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.