Standardizing Units of Measure in a Plan

If a plan contains multiple units of measure 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 - Contribute to Plans permission set.
  • To standardize units in a plan, you must be assigned the Standardize Units of Measure in Plans feature permission via a feature access rule.
  • 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 units of measure that you want to use to view the plan. To create a new unit of measure, seeUnits of Measure.

To standardize units of measure 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 Unit of Measure 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 Units of Measure in a Plan.

Notes:
  • When you edit the value of a cell, either manually or using the formula bar, 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. 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.