Updating a Plan with the Latest Data from Analytics

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

Notes:
  • You can only update a plan from Analytics that was created from a data source. This includes plans created from a template. You cannot update plans that were created as blank plans.

  • To update a plan 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.

To update a plan with the latest data from Analytics:

  1. Open the plan scenario that you want to update from Analytics.
  2. In the plan table toolbar, click Update from Analytics. The default dataset filters for the scenario display.

  3. [Optional] Customize the default dataset filters. This can be useful if you want to update only a subset of cells or if you want to bring in new cells that are not included by the default filters. Depending on your requirements, perform one or more of the following actions:

    • To update an existing filter, edit its Operator or Value fields. For more information about the available options, see Operators.
    • To delete a filter, click Delete.

    • To add a new filter, do the following:

      1. Click Add Filter.
      2. In the new filter, search for and select the dimension whose values you want to filter.
      3. Select the operator used when applying the filter. For more information about the available options, see Operators.

      4. Depending on the operator that you selected, do one of the following:

        • If you selected "Equals" or "Does Not Equal", search for and select the values.
        • If you selected "Contains", "Does Not Contain", or "Starts With", enter the value that you want to use.

    • To customize the filter logic, do the following:

      1. Select the filter logic you want to apply. For more information about the available options, see Filter Logic Options.
      2. If you selected "Custom Logic" in the Filter Logic field, define the custom logical expression in the Custom Logic field. For more information, see Custom Logic.
  4. Click Next. The default measure filter for the scenario displays.

  5. If you want to replace calculations with numeric values, select Overwrite Calculations. If you want to keep the calculations, leave this deselected.

    Note:

    If the plan is a tree viewClosed 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 and you select Overwrite Calculations, the subtotal rows are not impacted as they are ignored when updating from Analytics.

  6. [Optional] Customize the default measure filter. This can be useful if you want to update only a specific column or a subset of cells. To customize the measure filter, do the following:

    1. Under Operator, select "Equals" or "Does Not Equal".
    2. If you selected "Equals" as the operator, select the measures that you want to update from Analytics. If you selected "Does Not Equal", select the measures that you don't want to update.
  7. Click Next. The default dimension value mappings for the scenario display.

  8. [Optional] Customize the default value mappings. Depending on your requirements, perform one or more of the following actions:

    • To update an existing mapping, edit its Analytics Value or New Value fields.
    • To delete a mapping, click Delete.

    • To add a new mapping, do the following:

      1. Click Insert Row.
      2. In the new row, search for and select the dimension whose value you want to map to a new value.
      3. Select the value from the Analytics dataset that you want to map to a new value.
      4. Enter the new value that you want to use in your plan.
  9. Click Update.
  10. If you've made changes to the dataset filters or the dimension value mappings, select each item that you want to save as the new default.

  11. Click Continue to save your changes as the new default filters and mappings.

    If the dataset filters and the dimension mappings result in new values, the plan table is updated accordingly.

    Notes:
    • If the input dataset was created by sending a tree view plan to Analytics, subtotal rows in the dataset are ignored when updating from Analytics.
    • If you have read-only access to some cells because an access rule is restricting your access, the read-only cells are not updated from Analytics.
    • If a cell is updated from Analytics and it contains an adjustment, the adjustment amount is applied to the new cell value. For example, the original cell value is 100. You adjust it by increasing the value by 50, resulting in 150. In Analytics, the value for this cell is 200. When you update the cell from Analytics, the new adjusted value is 250. This only happens if the adjustment's expiration date is not defined, is set to today's date, or is set to a future date.
  12. In the plan table toolbar, click Save.