Datasets Created from Plans

When you send a plan to Analytics, the resulting dataset contains all the dimensions and measures from the plan, as well as several additional dimensions. For more information about the additional fields, see Fields on Datasets Created from Plans.

Grid View Plans

Your plan might look like the Example Plan 1: Basic Financial Budget table.

In this case, the plan has three dimensions, Year, Period, and GLA, and two measures, Home and Dual. The Dual values are calculated by multiplying the Home values by 1.0711524. The Home value for 2000 - Accounts Payable in period 002 has not yet been entered, which is why the Dual value is set to zero.

If you send the example plan to Analytics, the resulting dataset looks like the Example Dataset 1: Basic Financial Budget table.

Note:

We have omitted several dimensions that are included in every dataset created from a plan to make the table easier to read. For more information about the additional fields, see Fields on Datasets Created from Plans.

Each row of the resulting dataset represents a plan cell that contains a value. In the example plan, the Home value for 2000 - Accounts Payable in period 002 was not entered, which is why there are seven rows instead of eight.

The value of the cell is stored in the relevant measure. All other measures in the dataset row are set to zero. The Calculated dimension indicates whether the value of the cell was calculated in the plan.

Tree View Plans

Your plan might look like the Example Plan 2: Financial Budget with Actuals and Variance in Tree View table.

In this case, the plan has two column dimensions, Period and Balance Type, three row dimensions, Trial Balance 1, Trial Balance 2, and GLA, and single measure, Home. The subtotals for Assets, Current Assets, and Fixed Assets are automatically calculated by summing the GLA values. The values for Current Liabilities and Long Term Liabilities under Liabilities also represent subtotals, however, the values have been entered manually. The values for Liabilities are automatically calculated by summing the subtotal values for the two Trial Balance 2 categories.

If you send the example plan to Analytics, the resulting dataset looks like the Example Dataset 2: Financial Budget with Actuals and Variance in Tree View table.

The Subtotal dimension in the resulting dataset indicates whether the cell belongs to a subtotal row. In addition, the lower-level row dimension values are null for the subtotal cells. This is indicated by a - in the table.

Note:

If you use a dataset created from a tree view plan to create a new plan, any dataset rows with the Subtotal dimension set to true are automatically excluded from the new plan.

Updating the Dataset

As you continue working on your plan, you might want to send the updated plan to Analytics. In this case, you can create a new dataset or update an existing dataset. When you update the dataset, the existing measure values are updated and new rows are added for new plan cells.

Following from the previous example, you might update your plan to look like the Example Plan 3: Updated Basic Financial Budget table.

In this case, the values have been updated for the existing general ledger accounts and a new GLA has been introduced in period 002.

If you send the updated plan to Analytics, the updated dataset looks like the Example Dataset 3: Updated Basic Financial Budget table.

In this case, the existing rows are updated to store the new values and three additional rows are added.

Combining Plans in a Dataset

You can send different plans to the same dataset, if they have the same structure. This means that you can send two plans that have the same dimensions and measures.

You can also send plans that have a comparable structure. For example, you might have two plans similar to the Example Plan 4-A: Subsidiary Financial Budget 2025 and Example Plan 4-B: HQ Financial Budget 2025 tables.

If you send the subsidiary budget to Analytics first, you can then send the HQ budget to the same dataset. This is because the subsidiary budget contains all the dimensions and measures that the HQ budget contains. The resulting dataset would look like the Example Dataset 4: Consolidated Financial Budget table.

However, if you send the HQ budget to Analytics first, you cannot send the subsidiary budget to the same dataset. This is because the subsidiary budget contains an additional measure, Home, and an additional dimension, Quarter.

If a plan sent to Analytics doesn't contain a dimension in the dataset, the value of that dimension is set to Unknown in the dataset. In the previous example, this happens with the Quarter dimension for HQ Financial Budget 2025.

If you use Business Analytics, after combining data from two comparable plans in a single dataset, you can create an WorkGrid Analytics app to compare the plans and their scenarios. For more information, see Setting up WorkGrid Analytics Apps and Using the Plan Scenario Comparison Dashboard.

Rate Tables

When sending a plan to Analytics that contains rate tables, the resulting dataset displays the cell values in the plan's base unit, using additional fields. For more information on the additional fields, see Fields on Datasets Created from Plans.