Update a Plan with the Latest Data from Analytics

You can update plans created from an Analytics dataset to get the latest changes from the dataset. This might be useful if the dataset was updated with newer data that you want to bring into your plan.

You can update a plan column, a plan row, or an entire plan scenario with the latest data from Analytics.

Notes:

• You can only update a plan from Analytics that was created from a data source. You cannot update plans that were created as blank plans.
• The filters used when the plan was created are applied while updating from Analytics. For example, you might have created your budget for 2025 using your actuals data for 2024 by filtering out all other years from the dataset. When you update from Analytics, only the 2024 data is retrieved from the dataset, even if the dataset now contains 2025 values.
• The dimension value transformations applied when the plan was created are ignored while updating from Analytics. For example, you might have created your budget for 2025 using your actuals data for 2024, replacing 2024 with 2025. When you try to update from Analytics, nothing is updated because the 2024 cells don't exist in the scenario and the transformation from 2024 to 2025 is not applied.
• If the input dataset was created by sending a 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. plan to Analytics, subtotal rows are ignored when updating from Analytics.