Creating a Relationship

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Note:

You can only select a valid parent scenario when creating a relationship. A valid parent scenario must contain at least one row dimension, matching column dimensions, and cannot be the same scenario as the child.

To create a relationship from a child plan:

  1. Navigate to the plan you want to use as your child plan.
  2. Click Manage Relationships.
  3. Click Add.
  4. Select the parent scenario you want to use as your parent scenario.
  5. Click Save.
  6. [Optional] Change how the relationship row is displayed in the parent plan. For more information, see Editing Relationship Details.
  7. [Optional] Change the aggregate function or the filters used to populate the relationship row. For more information, see Editing Relationship Filters.