Standardizing Planning Units in a Plan

If a plan contains multiple Planning units of the same type, you can convert the values into a single unit. This enables you to view and edit the values in the standardization unit. For example, your plan might contain values in British pounds and euros, however, your corporate currency might be the US dollar. You can convert the values to dollars to work in a consolidated currency.

Notes:
  • To standardize units in a plan or to view the values in a standardization unit, you must be assigned the WorkGrid - Manage Data Sources and Plans permission set.
  • The rate table linked to the plan must have rates defined for the standardization unit for all the column-level dimension values that are defined in the plan. For example, if the plan contains values from 001 to 012 for the Period column-level dimension, the related rate table must also contain rates defined for the same periods. For more information, see Rate Tables Overview.
  • Ensure that you have already created the Planning units that you want to use to view the plan. To create a new Planning unit, see Planning Units.

To standardize Planning units in a plan:

  1. On the Plans tab, navigate to your desired plan.
  2. Click Open Plan display settings. The Plan Display Settings window opens.
  3. From the Planning Unit Standardization section, select the unit that you want to display the values in. This section only appears if you have a rate table with the same column-level dimension values linked to your plan.
  4. Click Save. The values of the cells that have a unit of the same type as the standardization unit are now converted to the standardization unit using the relevant rates from the related rate table.
Warning:

The converted values are only displayed in the plan table. The cells still contain their original value in the original unit. You can reset the display to view the original values. For more information, see Restoring Planning Units in a Plan.

Notes:
  • When you edit the value of a cell, you are editing the converted value in the standardization unit. In the background, the value is converted back into the original unit of the cell using the relevant rates from the related rate table. However, if you edit the value of a cell using the formula bar, you are editing the original value of the cell. When you apply the changes, the cell is updated with the value converted to the standardization unit. In either case, after you save the plan, only the value in the original unit is stored.
  • Applying and removing unit standardization is not recorded in the scenario history. Similarly, cell history only contains the values in the cell's unit, not the standardization unit.
  • When you send the plan to Analytics, the original values are sent to the dataset, regardless of whether unit standardization is enabled.