Plan Table Reference

The plan table enables you to interact with a plan and its scenarios. The table is displayed on a record page using the following Lightning components:

• xP&A Manage Plan Table
• xP&A Embedded Plan

By default, the xP&A Manage Plan Table component is available from the Plan Lines tab of the Plan record page.

The plan table contains the following areas that include buttons.

Plan Table Areas with Buttons

Element Number	Area
1	Current scenario
2	Plan table toolbar
3	Formula Builder
4	Column header
5	Row header
6	Cell
7	Additional row actions

More information about the buttons available in each section is provided below. For a description of the fields and buttons available on the Plan object, see Plan Fields.

Current Scenario Buttons

The following buttons are available in the current scenario section.

Current Scenario Buttons

Button	Description	Related Help Page
	Displays a list of the scenarios in the plan and enables you to switch to another scenario.	Switching Between Plan Scenarios

Plan Table Toolbar Buttons

The following buttons are available in the plan table toolbar.

Plan Table Toolbar Buttons

Button	Description	Related Help Page
View in Planning	Opens the plan's record page. Note: This button is only displayed when the plan is embedded in another object's record page using the xP&A Embedded Plan component.	—
Manage Relationships	Opens the Manage Relationships window that enables you to create, edit, and delete parent-child relationships where the current scenario is the child.	Relationships Overview
Manage Scenarios	Opens the Manage Scenarios window that enables you to create, edit, and delete scenarios in the plan.	Plan Scenarios
Cancel	Discards any unsaved changes to the plan table.	—
Save	Saves the changes to the plan table.	—
	Expands all the groups in the plan table tree so that all the rows are displayed. Note: This button is only displayed when the plan is configured to display the plan table in tree view One of the available plan table views. Tree view establishes a hierarchy by grouping together rows that contain the same row-level dimension values, starting from the top level. You can only reorder rows within their respective groups. Tree view is suitable for plans that contain rows with a clear hierarchy..	—
	Collapses all the groups in the plan table tree so that only the top-level rows are displayed. Note: This button is only displayed when the plan is configured to display the plan table in tree view One of the available plan table views. Tree view establishes a hierarchy by grouping together rows that contain the same row-level dimension values, starting from the top level. You can only reorder rows within their respective groups. Tree view is suitable for plans that contain rows with a clear hierarchy..	—
	Opens the Plan Display Settings window that enables you to change how the plan cells are displayed.	Displaying Calculation Cells Displaying Planning Units
	Updates the current scenario with the latest data from Analytics. Note: This button is only displayed on plans that were created from a template or a data source.	Updating a Plan Scenario from Analytics.
	Displays all the comment threads in the plan scenario.	Viewing Existing Comment Threads
	Undoes the latest unsaved change. Note: This button is only enabled when the plan table contains unsaved changes that have not been undone. You cannot undo changes after you save them.	—
	Redoes the latest change that was undone. Note: This button is only enabled when the plan table contains unsaved changes that have been undone. You cannot redo changes after you save them.	—
	Displays a menu that enables you to add new rows and columns to the plan table.	—
Insert Row	Adds a new row to the plan table.	Inserting a Row in the Plan Table in Grid View Inserting a Row in the Plan Table in Tree View
Insert Total Row	Adds a new total row to the plan table.	Inserting a Total Row in the Plan Table
Insert Column	Adds a new column to the plan table.	Inserting a Column in the Plan Table
Insert Total Column	Adds a new total column to the plan table.	Inserting a Total Column in the Plan Table
	Deletes the currently selected table rows. Note: This button is only enabled when you select rows in the plan table using the checkboxes.	Deleting Multiple Rows from the Plan Table
	Displays the plan table in a window that occupies the full size of the screen. Note: This button is only displayed when the plan is embedded in another object's record page using the xP&A Embedded Plan component and when the full-screen window is not open.	Editing a Plan from Another Record
	Closes the window that displays the plan table in full-screen mode. Note: This button is only displayed when the plan is embedded in another object's record page using the xP&A Embedded Plan component and when the full-screen window is open.	Editing a Plan from Another Record
	Provides information about the plan table.	—

Search Bar

The toolbar also contains a search bar that enables you to filter the plan table by entering a value. Only cells and row headers that contain the value you entered are displayed.

Formula Builder Buttons

For more information about the buttons available in the Formula Builder, see Calculations in Plan Cells.

Column Header Context Menu Buttons

The following buttons are available in a context menu when you right-click a column header.

Column Header Context Menu Buttons

Button	Description	Related Help Page
Insert Column	Adds a new column to the plan table.	Inserting a Column in the Plan Table
Insert Total Column	Adds a new total column to the plan table.	Inserting a Total Column in the Plan Table
Delete Column	Deletes the column.	Deleting a Column from the Plan Table
Move Column Right	Moves the column one position to the right.	Changing the Position of a Column in the Plan Table
Move Column Left	Moves the column one position to the left.	Changing the Position of a Column in the Plan Table
Edit Planning Unit	Applies a Planning unit to all the cells in the column.	Applying a Planning Unit to a Column
Update from Analytics	Updates the column with the latest data from Analytics. Note: This button is only displayed on plans that were created from a template or a data source.	Updating a Plan Column from Analytics

Row Header Context Menu Buttons

The following buttons are available in a context menu when you right-click a row header.

Row Header Context Menu Buttons

Button	Description	Related Help Page
Insert Row	Adds a new row to the plan table.	Inserting a Row in the Plan Table in Grid View Inserting a Row in the Plan Table in Tree View
Insert Total Row	Adds a new total row to the plan table.	Inserting a Total Row in the Plan Table
Delete Row	Deletes the row.	Deleting a Single Row from the Plan Table
Move Row Up	Moves the row up by one position.	Changing the Position of a Row in the Plan Table
Move Row Down	Moves the row down by one position.	Changing the Position of a Row in the Plan Table
Edit Planning Unit	Applies a Planning unit to all the cells in the row.	Applying a Planning Unit to a Row
Update from Analytics	Updates the row with the latest data from Analytics. Note: This button is only displayed on plans that were created from a template or a data source.	Updating a Plan Row from Analytics

Cell Context Buttons

The following buttons are available in a context menu when you right-click a cell.

Cell Context Menu Buttons

Button	Description	Related Help Page
Insert Total Row	Adds a new total row to the plan table.	Inserting a Total Row in the Plan Table
Delete Row	Deletes the row the cell belongs to.	Deleting a Single Row from the Plan Table
Delete Column	Deletes the column the cell belongs to.	Deleting a Column from the Plan Table
View Comments	Displays the comments associated with the cell.	Cell Comments in Plans
Edit Planning Unit	Applies a Planning unit to the cell.	Applying a Planning Unit to a Plan Cell
Update from Analytics	Updates the row the cell belongs to with the latest data from Analytics. Note: This button is only displayed on plans that were created from a template or a data source.	Updating a Plan Row from Analytics

Additional Row Buttons

The following buttons are available in a context menu when you click next to a row.

Additional Row Buttons

Button	Description	Related Help Page
Insert Row	Adds a new row to the plan table.	Inserting a Row in the Plan Table in Grid View Inserting a Row in the Plan Table in Tree View
Insert Total Row	Adds a new total row to the plan table.	Inserting a Total Row in the Plan Table
Delete Row	Deletes the row.	Deleting a Single Row from the Plan Table
Edit Planning Unit	Applies a Planning unit to all the cells in the row.	Applying a Planning Unit to a Row
Allocate	Allocates values across the cells in the row.	Allocating Amounts Across Plan Cells
Update from Analytics	Updates the row with the latest data from Analytics. Note: This button is only displayed on plans that were created from a template or a data source.	Updating a Plan Row from Analytics