Updating a Plan Scenario from Analytics

If a plan was created from Analytics, you can update the current scenario that you are viewing with the latest data in the dataset.

Note:

To update a plan scenario from Analytics, you must:

• Have read and write access to the plan.
• Have access to the Analytics dataset that was used to create the plan.
• Be assigned the WorkGrid - Manage Plans permission set.
• Be assigned the CRM Analytics Platform User permission set.

Note:

When you update data from Analytics, adjustments are automatically reapplied to the updated cells if the expiration date is in the future or left empty.

To update a plan scenario with the latest data from Analytics:

1. Open the plan scenario that you want to update from Analytics.
2. Click .
3. If you want to retrieve dimension and measure values that exist in the dataset but currently don't exist in the plan, leave Only Update Existing Cells deselected. This can result in new columns and rows being added. If you don't want to retrieve new values, select Only Update Existing Cells.
4. Click Update from Analytics.
5. Click Save.