SECTIONSPlan Fields
The Plan object includes the following fields.
Key: * – Mandatory field
| 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. | |
| Locked |
If selected, the plan and all its scenarios are locked and cannot be edited. |
|
| 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. |
Lightning Actions and Buttons
The Plan object includes the following Lightning actions and list buttons. For a description of the buttons included in the plan table, see Plan Table Reference.
| Button | Description | Displayed on the Plan Lightning Page |
|---|---|---|
| Clone Plan | Creates a copy of the plan and its scenarios. For more information, see Cloning a Plan. | Always displayed. |
| Delete Plan |
Deletes the plan record. For more information, see Deleting a Single Plan. |
Always displayed. |
| Export as XLSX | Exports the currently visible plan table to an XLSX file. For more information, see Importing and Exporting Plans. | Always displayed. |
| Import from XLSX | Import the data from an XLSX file into the current scenario. For more information, see Importing and Exporting Plans. | Displayed when the Locked field on the plan record is deselected. |
| Lock Plan | Locks an unlocked plan and all its scenarios so that they cannot be edited. For more information, see Locking a Plan. | Displayed when the Locked field on the plan record is deselected. |
| Send to Analytics | Sends the plan to an Analytics dataset. For more information, see Send Plans to Analytics and Sending a Single Plan to Analytics. | Always displayed. |
| Unlock Plan | Unlocks a locked plan so that it can be edited again. For more information, see Unlocking a Locked Plan. | Displayed when the Locked field on the plan record is selected. |
| Button | Description |
|---|---|
| Delete Plans | Deletes the selected plans. For more information, see Deleting Multiple Plans. |
| Send to Analytics | Sends the selected plans to Analytics datasets. For more information, see Send Plans to Analytics and Sending Multiple Plans to Analytics. |