Plan Table Overview
The plan table consists of columns, rows, and cells.
Columns contain dimension values grouped together to establish a hierarchy. For example, your plan might contain the following column dimensions:
Rows contain dimension values. For example, your plan might contain the following row dimensions:
A table cell is uniquely identified by the combination of dimension values and a measure. For example, a cell might be defined as follows:
- Quarter: Q1
- Period: 001
- Balance Type: Budget
- Trial Balance 1: Assets
- Trial Balance 2: Current Assets
- GLA: 1020 - Cash in bank
- Measure: Dual
- Value: 800,000.00
Depending on how the plan is configured, this might be displayed as Example Table Cell - Column Measure, Example Table Cell - Row Measure, or Example Table Cell - Tree View.
| Quarter | Q1 | ||
|---|---|---|---|
| Period | 001 | ||
| Balance Type | Budget | ||
| Trial Balance 1 | Trial Balance 2 | GLA | Home |
| Assets | Current Assets | 1020 - Cash in bank | 800,000.00 |
| Quarter | Q1 | |||
|---|---|---|---|---|
| Period | 001 | |||
| Trial Balance 1 | Trial Balance 2 | GLA | Measure | Budget |
| Assets | Current Assets | 1020 - Cash in bank | Home | 800,000.00 |
| Quarter | Q1 |
|---|---|
| Period | 001 |
| Balance Type | Budget |
| Hierarchy | Home |
 Assets |
800,000.00 |
|
Current Assets |
800,000.00 |
| 1020 - Cash in bank | 800,000.00 |
For more examples of plan tables, see Plan Structure Overview.
The plan table is displayed on the Plan Lines tab of a plan record. Depending on how your org is set up, the plan table might also be displayed on the record page of a related record, for example, an account or
The plan table represents a single scenario
Represents an independent scenario, version, or snapshot of a plan. of the plan. For more information, see Plan Scenarios.
Working with the Plan Table
If you have read and write access to a plan, you can perform the following column-level actions:
- Insert a new column
- Insert a new total column
- Reorder columns
- Apply a Planning unit to a column
- Delete a column
If you have read and write access to a plan, you can perform the following row-level actions:
- Insert a new row
- Insert a new total row
- Reorder rows
- Apply a Planning unit to a row
- Allocate amounts across the cells in a row
- Delete a row
- View a child scenario
- Delete a relationship
If you have read and write access to a plan, you can perform the following cell-level actions:
- Enter a numeric value
- Add a formula to a cell to calculate the value dynamically
- Apply a Planning unit to a cell
- Add new comments to a cell
- View existing comments in a cell
- View the cell's historic values