SAP Analytics Cloud Help: Warning

6/29/2021
SAP Analytics Cloud Help

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SAP Analytics Cloud | Q2 2021 (2021.7)
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Tables
Tables can be used on story pages to view and analyze data.
For tables that are based on models, the available features and options depend on the model type (for example, planning,
analytic, or other model types). Only the features and options that are supported by the model type are visible. For example,
tables based on planning models allow users to make changes to the model data using version management, data entry, and
allocations.
Story Page Types: Canvas, Responsive, or Grid?

Some features may not be handled in the same way on all page types.
Features Canvas Responsive Grid
Using Models Tables are integrated with an Tables are integrated with an Tables may be related to a
underlying Model. underlying Model. model but it is also possible to
create blank tables and type or
paste the data in manually.
Positioning Table tiles can be moved Table tiles can be moved You can change the position of
around just like other tiles. around just like other tiles. the table by adding rows and
columns above or to the left of
the table.
Creating Input Tasks Select the table and in the Tools Not Applicable Not Applicable
menu, select Create Input Task.
Designing Tables
When you add a table to a Story, a data grid is created with the basic dimensions and categories of the model aligned along the
axes of the grid. You can change this basic layout using the Designer tools.
Use the Builder to select the measures and dimensions to include in the rows and columns of your table.
Use the Styling tools to enhance the presentation.
Use the Examine panel to create charts and visualizations based on selected areas of the data in your table.
You can add multiple measures and multiple dimensions to your table. When measures or dimensions are part of a hierarchy or
when a dimension has attributes, you can expand them and select their children or expand a dimension and select its attributes.
You can also apply lters to your measures and dimensions. The table is updated as you make your choices in the Builder.
Tips and Best Practices

Here are some tips and suggestions to improve your tables.
Be aware of drill limitations.
To have decent performance for initial data queries, the result is limited to 500 rows by 60 columns. A warning is issued
when the server would return more rows or columns for the given selection.
 Example
“784 rows and 73 columns of data are requested, but the drill limit is set to 500 rows and 60 columns.”
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You can choose to either change the lters to return fewer results or edit the drill limits and retrieve more data.
 Remember
Editing the drill limits changes the table results when you are viewing the story, but they aren't saved. To see the new
table results the next time you open the story, change the drill limits and then save your story.
General Tasks
Feature Description
Creating a Table Add a table to any story or analytic applications page.
Optimized Presentation Table: Features and Limitations When adding new features and changing existing features in tables,
there is the potential to cause problems. Therefore, instead of
replacing known behavior, we are providing a beta table that you
can use to test the new functionality.
Modifying a Table Change the default design of a table in the Builder tab.
Running Simulations on Embedded Data Temporarily change values in a table based on embedded data.
Styling Options for Tables on a Canvas Page Change the look of a Table tile including its placement on the
Canvas page, border format, cell highlighting, and so on.
Styling a Table on a Grid Page Style the appearance of a table on a grid page by changing fonts,
colors, alignment, and so on.
Table Menu Options on Story Pages There are several options available in table-speci c action and
context menus.
Keyboard Command List for Tables A list of key combinations (keyboard shortcuts) that can be used to
move around within tables or the Version Management panel.
Tasks - Adding Features
Feature Description
Adding Dynamic Text to a Table Title Add dynamic text to a table title, so that your interactions with the
table, such as applying story and table lters, are re ected in the
title.
Adding Comments to a Data Cell View and create comments on table data cells.
Adding In-Cell Charts to Table Measures Add a small bar chart to each cell of a measure in a table column or
row.
Applying a Table Filter Filter cells to focus on a speci c set of data in a table or you can
exclude non-relevant cells.
Tasks - Modifying Table Contents
Feature Description
Cell References When you copy a cell in a table and paste it to a cell in a grid that
does not belong to a table, a cell reference is created.
Create New Dimension Members Without Leaving Your Table No need to leave your story to add new dimension members: add
them to your table and let the system update the master data.
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Feature Description
Creating a Forecast or Rolling Forecast Layout Create a forecast or rolling forecast layout to look back at Actuals
data for time periods before a cut-over date, and look ahead to
forecast data for subsequent time periods.
Deleting Values in a Table Remove values from a planning model and publish the change on a
grid page.
Copying and Pasting Cell Values Copy and paste cell values, the underlying values of their leaf
members, formulas and create references between cells in tables
and grids.
Value Sorting Sort dimension values in a table.
Migrating KPIs to Thresholds When you open an existing story that has tables with Key
Performance Indicators (KPIs), the Table KPIs will automatically be
migrated to Story Thresholds.
Tasks - Formula and Calculations
Feature Description
The Formula Bar Use the formula bar to calculate values in empty table rows and
columns, or cells outside a table.
Aggregation Aggregate values in a table.
Creating Calculations from Table Rows or Columns Select one or more measure headers in a table and use them to
create calculation rows or columns.
Adding Calculated Rows and Columns in a Table Add a calculated member to any dimension in a table by inserting a
blank row or column next to an existing dimension member, and
typing a formula.
Tasks - Currencies in Tables
Feature Description
Displaying Currencies in Tables When you have data from multiple currencies, you can change the
currencies that are displayed by working with either the Cross
Calculations dimension, or the currency dimension for the model.
Adding a Currency Conversion Row or Column Use the Calculation Editor to add a currency conversion row or
column to your table.
Selecting Currency Conversions Select the currency displayed in a table so that rows or columns
with the selected currencies will appear in the table.
Planning on Data in Multiple Currencies Perform planning operations on a single target currency, such as the
default currency, or on one or more source currencies.
Example: Applying a Rate Version to a Forecast This example describes how currency conversion features can help
you adjust forecasts when exchange rate predictions change.
Tasks - Entering Values in a Table
Feature Description
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Feature Description
Entering Values in a Table Create and edit model values by typing in the table cells when you
are working with a table based on a planning model.
Entering Multiple Values in a Table Enter multiple values in a table without waiting for the system to
update between entries.
Disaggregation of Values during Data Entry Automatically spread a value to leaf members that aggregate up to
the cell in which you enter the value.
Entering Values with Dynamic Time Filters In a table based on a planning model, you can enter data into cells
calculated by dynamic time lters, including member functions
such as YTD.
Entering Values with Multiple Hierarchies When you enter planning data for a dimension with multiple
hierarchies, you can end up with values booked directly to parent
nodes in some of the hierarchies.
About Value Lock Management Prioritize locks and data entry for table cells.
Tasks - Input Tasks
Feature Description
About Input Tasks Create an Input task that requests colleagues to provide additional
data or feedback, A task is created and sent to the colleague, who
adds the requested information and then returns the task.
Creating an Input Task Create an input task to gather data from colleagues.
Working with an Assigned Input Task When a task is assigned to you, you must accept it before you can
work on it or mark it as completed.
Creator/Approver: Working with Input Tasks As the creator of the input task (Approver), you mark an input task
as completed or provide other feedback based on how the task is
returned to you.
Tasks - Version Management
Feature Description
About Version Management Version management lets you use the existing categories in a table
to create new private versions. It also lets you change the category
when you create a new public version.
Creating Versions To create a new version, copy an existing version to a private

version and then edit the new version.
Making Private Versions Public Save a private version to make it public, either in the same
category or as a different category.
Sharing Private Versions Share a private version of a table with other users.
Editing Public Versions Editing a public version creates a temporary private version.
Finalizing Public Version Edits When you have nished editing your public version, your edits can
either be discarded or published to a public version.
About the Version History Panel Use the history panel to quickly undo or redo private version
changes.
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Feature Description
Mapping Versions for Usage in the Variance Chart Map the versions in order to use them in the variance chart.
Tasks - Predictive Time Series Forecasting
Feature Description
Predictive Time Series Forecasting When working with planning models, you can run predictive time
series forecasts on your data within a story grid or table.
Running a Predictive Time Series Forecast Run a time series forecast on a single cell in a table using data from
a planning model.
Related Information
Stories
Grid Pages
Canvas Pages
Linking to Another Page, Story, or External URL
Calculation Editor
Creating a Table
You can add a table to any story or analytic applications page.
Context
You can create a blank table or a table based on an existing model.
Models based on remote live data depend on connections that an administrator creates using the Connections feature.
 Remember
If your story already has a model or data source on any page, that data source is used automatically for new models added
to Canvas or Responsive pages. If there is more than one data source, the most recently used one is applied to new tables.
 Note
If you have a lot of data to retrieve when your table is initially created, it may take some time for the table to nish loading it
all. To help speed up load time, your new table will open using the following criteria:
Rows contains “Account” and will be ltered to the rst account.
The drill level is set at 1.
Columns contains “Version” and will be ltered to the rst version.
In many cases, the rst version will be “Actual”.
Procedure
1. Under Insert, select (Table).
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2. Select one of the available options:
All pages:
Existing Model: pick the model that the table will be based on.
Remote data connection: this option is visible when there is a remote data source.
Canvas or Responsive page:
No Model: create an empty grid tile where you can manually enter data.
A table is added to the page.
3. Use the Builder tab to select the dimensions to include in the rows and columns.
4. Use the Styling tab to customize the look of the table.
Related Information
Styling a Table on a Grid Page
Grid Page: Create Custom Calculations Based on Data from Multiple Models
Tables
Optimized Presentation Table: Features and Limitations

The optimized presentation table provides pixel-level column or row resizing, smooth scrolling, and other features.
When adding new features and changing existing features in tables, there is the potential to cause problems. Therefore, instead
of replacing known behavior, we are providing an optimized presentation table that you can use to test the new functionality.
You can continue to use the standard table format, or see if the optimized presentation format would work for you.
While the optimized presentation table does have new features, it also has some limitations.
To access the optimized table, in the Builder panel, select Optimized Presentation.
Features in the Optimized Presentation table
Limitations in the Optimized Presentation table
Questions about table changes
Features in the Optimized Presentation table
Feature Description
Fast-loading in-cell charts In-cell charts load much more quickly than they do in a standard table.
Pixel-based column / row resizing When you resize columns or rows in the table, you now see the pixel value; this allows for
more precise styling.
Also, you can now resize multiple columns or rows at once to a speci c size, the same as
you would do in Microsoft Excel.
Smooth scrolling Scrolling is now pixel-based instead of column or row based, which makes for smoother
scrolling.
View mode scrolling
In View mode, you don't need to click inside the table to scroll: just hover the cursor over
the table and then scroll.
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Feature Description
Consistent row heights You no longer have to worry about inconsistent row heights when new data is loaded into the
table. You can set the row height in the styling panel for the whole table.
You can either set a custom height or use the prede ned heights (Default, Cozy,
Condensed, and so on). The default height will account for the font-size of the text within
the cells and adjusts the height to avoid cutting off text.
New responsive logic Previously, you were required to scroll horizontally even if there should have been enough
space for the content.
Now when scrolling horizontally, the Adaptive Column Width behavior works better. If there
is leftover white space, it is distributed evenly.
Table title visibility and height The table title is always visible now. It is frozen at the top of the page and no longer scrolls
with the table content.
In addition, the title height is automatically adjusted when the table is resized.
Removing a linked analysis To remove a linked analysis, choose one of the following:
CTRL + Click deselects the member.
ESC clears the whole selection.
Resizing tables automatically In Canvas pages, you can now resize a table so that its size is no longer xed and
automatically adjusts vertically to display all rows. The table size changes depending on
different events, such as data refresh or new lters for instance.
Repeat table title and headers In paginated stories, the title and headers of a tables are repeated across multiple pages
in both xed and dynamic canvases, and Edit and View modes. The option is enabled by
default. Here are the possibilities when working with a xed-sized table:
None
Freeze dimension headers
Freeze up to row
Freeze up to column
Here are the possibilities when working with a dynamic-sized table (growing table):
None
Repeat dimension headers
Repeat up to row
Freeze up to column
If you're working with resizable tables, dimensions headers are frozen by default.
Limitations in Optimized Presentation Table

While there are useful new features in this table, there are also some limitations to be aware of. Use the information in the
following table to help you decide which table option to use.
Limitation Description
Performance issues when there are a lot of Tables that have a lot of columns will not refresh as quickly as tables with fewer columns.
columns.
Consider limiting the number of columns to improve refresh rates.
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Limitation Description
The optimized presentation table is not Use the standard table if you need to use any of the following options:
available for all story pages and modes.
Data View Explorer
Examine Panel
Grid page
Predictive Forecast preview
Input task
R widget
Data locks
Sticky scrolling for repeating dimension When multiple dimensions are shown for rows and repetitive member names are disabled,
members. the standard table keeps the dimension member names visible when you scroll down the
table. This does not work in the beta table.
Workaround: to see dimension member names at all times, from the table select
Show/Hide Repetitive Member Names .
Cannot manually adjust the table title The height of the table title can no longer be resized manually. The height now resizes
height. automatically to t the content.
Questions about table changes

You may notice that some things don't work the way you expect them to in this table. Here are answers to some of the most
common questions that come up.
Question Reason, recommendation
Why is there no resize indicator after I The new table rede nes the “responsive” logic. If the Adaptive Column Width checkbox is
switch to the new table? checked when you use the new table, we no longer allow resizing of columns. A column will
get a width that ts the longest text of its cells, and all the leftover white space will be
distributed evenly to all columns.
If you want to resize a column, you have to clear the Adaptive Column Width checkbox.
This will stop columns from adjusting to the widget size, and you can then de ne your own
column widths.
Why can I not resize the title anymore? The title now has its own area that is separate from the cells; it will always be at the top of
the widget. It will stay at that location whether you scroll horizontally or vertically. The
height of the title area (title, subtitle, and table details) will adjust automatically according
to the content:
The height will increase if you increase the font size of the title.
The height will decrease if you hide the title or the subtitle and table details.
The title area will not be shown if all the details (title, subtitle, and table details) are
hidden.
Why do I always see a scroll bar now? When the content of the table exceeds the widget height or width, a scroll bar is
automatically added. This scroll bar is not shown when all the content ts inside the
widget; however, space is reserved at the side for the vertical scroll bar so that the scroll
bar doesn't overlap content.
In addition, in view mode, you can now scroll without having to select the table rst.
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What are the colored boxes that I see when I The colored boxes (default color: orange) are shown when you hover the cursor over certain
have the Styling panel open and want to areas of the table. This indicates which cells will be selected with the next click.
select cells inside the table?
The table has multiple areas (regions) that can be styled separately. These areas are:
Data region: the cells containing numbers or charts.
Dimension: all cells that contain a dimension member of the speci c dimension.
For example, “Location” is the dimension, and “New York” and “Los Angeles” are
dimension members.
Header region: the area that contains the dimensions.
Single cell: individual cells can also be selected.
Why do I have to click multiple times to The table is using region selection to make it easier for you to style a collection of cells at
select an individual cell when the Styling once.
panel is open?
For example, if you want all data cells (the numbers) to be red, you don't have to select all
the cells manually, but can use the “Data region” selection.
What happens when the checkbox Adaptive To make the table contents responsive to outside changes (such as resizing the widget),
Column Width is selected? the table can automatically adjust the column widths. The changes respect the following
guidelines:
Manual resizing of columns is not allowed anymore; instead, the width of the
columns change if the width of the widget changes.
The text is not cut off horizontally.
For each column, the longest text is used as a base width:
If the sum of the base widths of all columns is smaller than the widget
width, then this “empty space” is distributed evenly to the columns.
If the sum of the base widths of all columns is larger than the widget width,
then the columns keep this base width.
How can I set a xed height for all of the The Styling panel has a section Table Properties that lets you either select a prede ned
rows in my table? height or choose to set a custom height. The prede ned height options are Default, Cozy,
and Condensed:
Default: sets the row height according to the content in the row by calculating the
needed height with respect to the font size as well as icons and padding.
Cozy: results in more padding above and below the text within the cell.
Condensed: results in less padding above and below the text within the cell.
I have a cell selected, but cannot change the Resizing is done using the bottom or right side of the cell.
height of the cell when selecting the line at
Resizing always affects all cells in the same column or row.
the top of the cell.
To increase or reduce the height of a row, use the line at the bottom of a cell.
To increase or reduce the width of a column, use the line on the right side of a cell.
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Why do different colors show up when I

The colors in the dropdown for the in-cell charts are only a preview of the palette.
switch the color palette for in-cell charts?
Not all colors in the palette are shown due to space limitations.
When switching the order of the colors you might see completely different colors
from the same palette. The additional colors were the ones that were not shown in
the preview.
Related Information
Creating a Table
Modifying a Table
Modifying a Table
You can change the default design of a table in the Builder tab.
The following sections are displayed in the Builder tab.
Data Source
The data source is displayed in this area.
 Note
You can refresh the table data. From the main menu, choose Data, and then choose (Refresh).
Table Structure
Select (Swap Axis) to swap rows and columns.
Table Properties
Adaptive Column Width: Automatically resizes the columns when you resize the table. On a Responsive page, the columns can
be aligned with columns of other tables in the same lane.
Arrange Totals / Parents Nodes Below: Moves totals to the bottom of the table. If you use a hierarchical model, when this
option is selected, all child nodes will appear above the totals.
Rows and Columns
All dimensions and measures used to create the table are displayed in this area. You can add additional dimensions to rows and
columns.
When you hover over a dimension, you can select (Filter) to add or modify lters.
To make other modi cations to the dimension, select (More) and then select one of the following options:
Hierarchy: Choose a different hierarchy to display for the dimension. For example, you can choose to display different
periods for the Date dimension. You can also select Flat presentation to atten the hierarchy of a dimension. (This option
is not valid for an Account dimension.)
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To only show the leaf members of the hierarchy, turn on the Show only leaves in widget switch. For example, you can use
this option while planning, if you want to enter data only at the leaf level of the dimension.
Display Options: Show the member description, ID, or both the ID and description.
Properties: Select multiple properties to display in the table, including ID and Description in separate columns or
rows.
Unbooked Data: Show or hide unbooked data. When unbooked data is hidden, only cells in the grid that contain data
are visible.
Zero Suppression: Show or hide zero and null values in a table. For more information, see the chapter called Hiding Zero
and Booked Null Values in a Table.
Show Totals: Show the sum of the dimension values.
 Note
For hierarchical dimensions, the total is added to the top-level node only. The total does not change when you drill into
the hierarchy.
Create Top N will not change the total either, as it applies to all the data, not just the top values.
Rename: Provide a customized description for a dimension in your table rather than using the default value.
 Remember
The name you use for a dimension appears in the story, but does not change the name in the model.
 Note
If you use R scripts, they will not be automatically updated with the new name. You will need to manually change the
dimension name in your script.
Showing Unbooked Data, Totals, or Properties

You can also use the table to show unbooked data and totals (or visible properties), even when you don't have edit privileges.
In the table right-click the column or row header, select Show/Hide and then select one of the following:
Unbooked
Totals
Properties: In the dialog, select the properties to show.
Filters
All lters that have been applied to the table are listed in the Filters section of the tab, and in the table subtitle. If the underlying
model is using categories and periods in the Date dimension, these are visible in the lters list and cannot be removed. Filters
that have been manually applied can be removed by choosing the (Cancel) icon beside the lter and more lters can be
added here by selecting the Add Filters text at the bottom of the list.
Filters are normally applied as restrictive lters (so that only the selected members are visible) but they can also be applied
exclusively by selecting the Exclude selected members checkbox when you select the members; in this case, all members are
included in the table except the selected items.
You can also specify the visibility of each selected member as well as their child members by selecting ( Set to Invisible)
next to the member. In the Selected lters dialog, selected members are shown in two separate groups: Selected members
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and Invisible members. Invisible members do not appear in the table, but unlike members that are ltered out of the table, their
values are still aggregated to parent members and can be affected when a parent member is adjusted.
 Note
If you add a dimension that contains a large number of members, a lter to restrict the number of members added to the
table may be automatically applied. You can manually remove an automatically generated lter using the (Cancel) icon
beside the lter. You can also edit the lter and save modi cations.
Hiding Rows and Columns

You can also hide rows or columns of table data without ltering the table.
To hide a row or column, right-click the column or row headers that you want to hide and choose Hide row/Hide column.
You can select multiple members from within each dimension (for example, 2018 and 2019), and across different dimensions on
the rows or columns (for example, Net Revenue for Laptops and Desktops).
The selected rows or columns are removed from the table view, but the data is not ltered out. The values of the remaining
table cells are not affected, and any visible children of the selected members will remain in the table.
To add all hidden rows or columns back to the table, hover over Hidden beneath the table title and select . To restore
individual rows or columns, select Hidden and choose next to a member or combination of members.
Filters for the Date Dimension

A number of options are available for applying lters on the Date dimension:
Filter by member This option is essentially the same as the standard lter with checkboxes to select or exclude individual
members of the hierarchy.
Filter by range Using this option, you can de ne time periods based on years, half-years, quarters, months, weeks, or
days (depending on the time granularity de ned in the underlying model) and apply the date range as a lter, so that
only details in the selected time period are visible. It is also possible to de ne multiple range time lters and apply these
together. You could use this for example, to compare the rst two months of the year over a three year period by
de ning three separate ranges for months Jan–Feb for each of the three years. When these ranges are applied as a
single lter, everything else except the selected periods is ltered out.
Ranges can be xed or dynamic; for example, you could choose the xed range January 2017 to December 2017. If this
story is opened in 2018, the story will still show 2017 data. For dynamic date ranges, in addition to the above
granularities, these granularities are also available: current year, current quarter, and current month. For more
information, see Story and Page Filters.
Properties
View Mode
Enable Explorer Select which attributes to display – select whether to enable the Explorer to be launched directly from the tile
when in View mode.
If you want to restrict the number of measures and dimensions that are visible in the Explorer, select Con gure Measures &
Dimensions. Note that all measures and dimensions that are currently in the chart are automatically included and can’t be
removed. Also, if you don’t specify any additional dimensions or measures, then only the ones used in the chart are available in
the Explorer.
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Planning enabled
Allows table cells to be edited. When not selected, the entire table is set to read-only.
Boardroom
Select sorting options for when your story is used in the SAP Digital Boardroom.
Boardroom Keypad Slider
This option is available if you have the SAP Digital Boardroom add on.
You can show or hide the keypad slider.
Under slider options you can change the minimum value, maximum value, and step size.
Related Information
Story and Page Filters
Applying a Chart Filter
Grid Page: Create Custom Calculations Based on Data from Multiple Models
Linking to Another Page, Story, or External URL
Applying Styling to Tiles
Table Menu Options on Story Pages
Running Simulations on Embedded Data
After you import data to your story, you might want to run some simulations by temporarily changing a few values.
You can use a set of basic simulation features in a table based on embedded data. The full set of features are available when
working with data from a planning model.
Feature Details
Data entry on booked and unbooked cells Entering Values in a Table
Copying and cutting cells (records or aggregated values) Copying and Pasting Cell Values
Cutting and Pasting Cell Values
Deleting values Deleting Values in a Table
Locking cells About Value Lock Management
Undoing or redoing changes from the table cell menu, or from the History panel Table Menu Options on Story Pages
About the Version History Panel
You won’t be able to publish these changes to your embedded data. When you’re nished with your simulation, you can right-
click a table cell and select Version Revert to go back to your original data.
Also, if you switch back to the Data view and make changes to your embedded data, you may lose the changes that you’ve made
for a simulation. You’ll get a warning before any data is discarded.
 Note
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Simulating values isn’t supported if your embedded data creates members with NULL IDs. Change the null IDs in the Data
view before starting a simulation.
Related Information
Planning in Tables
About Adding Data to a Story
Keyboard Command List for Tables
Styling Options for Tables on a Canvas Page
Change the look of a Table tile including its placement on the Canvas page, border format, cell highlighting, and so on.
Procedure
1. Select a tile on the page.
2. Open the Designer panel and select (Styling).
The Styling panel displays options available for the selected tile type. Some options may not be available to all users.
You see only the styling options for the speci c area that you have highlighted. The heading in the Styling panel identi es
the area. For example, it may show Title, Data Cell, Axis Labels, and so on. Selecting a different part of the table changes
the heading and the styling options.
3. Select desired tile options.
Table Styling Options

Different styling options are available for tables added to a grid page instead of a canvas page. For more information, see
Styling a Table on a Grid Page.
Some options can be set for the entire table.
Widget
Styling Options Description
Background Color Select a background color for this tile.
Border Select to add a border around the tile. You can also pick a style, the line width, and corner radius for the
border.
Actions
Change the placement of the table on the canvas.
Available options:
(Send Backward)
(Send to Back)
(Bring Forward)
(Bring to Front)
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Table Properties
Templates Apply a preset template to the table:
Default: uses best practices styling and color scheme. Includes different column heading lines for
each type of planning version (Actual, Forecast, and so on).
Color Fill for Editable Cells: Provide a color for cells that can be edited.
Report Styling: follows the International Business Communication Standards (IBCS) guidelines.
Not every option is available for every template:
Frequency of Reading Lines: Changes the number of lines displayed for ease of reading. By
default this is set to one line per row.
Show group lines: Displays a line around groups in the table.
Alternating Rows: designed for list reporting.
Basic (previously Standard): a simple design that includes gridlines and shading for row and column
headings.
Color Fill for Expand Lets you choose the color of the expand icon. This makes it easier to see the expand/collapse arrows in your
Icon table after you've changed the background color.
Threshold Style Changes how threshold cell data is displayed.
Symbol (default) – use the story-de ned symbols and colors for the threshold ranges.
Color Values – the threshold colors are applied to the cell data.
Color Background – the threshold colors are applied to the cell background.
Color Background Without Values – the threshold colors are applied to the cell background and the
values are hidden.
Font
You can change the following options:
Font
Size
Color: choose from available colors or choose More to display the color selector and opacity selector.
Style
Alignment
Table elements can also be shown or hidden. In the table menu, select (More Actions) (Show / Hide) . For more
information, see Table Menu Options on Story Pages.
Boardroom Keypad Slider

This option is available if you have the SAP Digital Boardroom add on.
You can show or hide the keypad slider.
Under slider options you can change the minimum value, maximum value, and step size.
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Table Regions Styling Options

When selecting cells to apply style changes to, you can apply the change to an entire region or to speci c cells. Regions include
Title, Header region, and Data region.
Style
A Default style is applied to all cells.
You can create a new style which can be applied to cells in the current table, or to cells in other tables in the story:
1. Select (Add Style).
2. Enter a name for the style.
3. Choose a font and other options.
4. Apply the changes.
Styling Rules
You can cascade text style changes along hierarchies, either to siblings, descendants, or children. The style changes are also
applied to new members in the hierarchy. (For more information, see Styling Rules for Tables.)
Font
Font
Size
Style
Alignment
Cell
Merge Merge cells.
Fill Choose from available colors or choose More to display the color selector and opacity selector.
Wrap Choose to wrap text for a cell or for a column.
Row Add or delete a Row: the selected cell must be above or below the table.
Column Add or delete a Column: the selected cell must be to the right or the left of the table.
Lines
Add lines to selected area or cell:
Simple Line: a narrow line between cells.
Decoration Line: a wider line between cells.
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For each line, you can set different values:
Alignment
Line width
Color
Pattern
Style
Left Padding or Right Padding: you can add padding to the left or right side of a cell.
Number Format
Measure Selection Choose an included measure to apply the formatting to.
Scale Select how to display the numbers on an axis: whether to show all digits for each data point or to display the
values as thousands, millions, or billions.
Unformatted
Thousand
Million
Billion
Auto-formatted: picks the best scale for the values.
For example, if the values are below zero when the number format is set to Million, then Auto-
formatted changes the format to Thousand.
Scale Format
Default
k, m, bn
Thousand, Million, Billion
Display unit / Select whether to display scale units and currencies in the same cell as the numeric value or in a row or
Currencies column header.
Decimal Places Select the number of decimal places to display.
Show Sign As
Default
+/-
( ): brackets will appear around negative values instead of a minus sign.
Select (Reset to auto) to undo any changes, and return all table values to the default unit setting.
Related Information
Applying Styling to Tiles
Styling Rules for Tables
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Styling rules allow you to make text style changes along a hierarchy, changing styles for sibling, descendant, or child members.
Styling changes that you make to the hierarchy are also applied to new members in the hierarchy.
Procedure to Apply Styling Rules

1. Select a table cell.
2. In the Styling panel, nd the Styling Rules section and then select Add Styling Rule.
3. Provide a name for your rule.
4. Select the level to apply the styling to:
Self
Self & Children
Self & Siblings
Self & Descendants
Children
Descendants
All
 Restriction
For SAP BW, only two styling levels are currently supported: Self and All.
5. Select an existing style or create a new one.
6.  Restriction
Only SAP Analytics Cloud planning-enabled models can use the read-only settings.
Set the Read-Only Settings:
Not applied
Read-only
Editable
7. When nished, select OK.
The table cells are updated with the new style.
Styling Tips
Here are some guidelines about applying styles to your table.
Some styles are applied to the content of the cell, not the cell itself. In those cases, the cell retains it's styling even if the
position changes (for example, a row is deleted or added).
Styles that are applied to cell contents include the following:
Styling child cells will only apply the style to the child cells and not their parent cells.
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Having repetitive member names in the same color. This can only be done when the selected table template is the new
default template.
Styles that are applied to the cells and not just their contents include the following:
Styling the whole data region.
Styling the whole header region.
Styling a whole dimension (title and members).
Styling a whole widget.
Styling parent cells in a hierarchy: the styling is automatically applied to the children.
Styling rules that change all aspects of a style.
Related Information
Styling Options for Tables on a Canvas Page
You can style the appearance of a table on a grid page by changing fonts, colors, alignment, and so on.
Context
Options for styling a table on a grid page are different from the options for styling a table on a canvas page. For information on
styling a table that is included on a canvas page, see Styling Options for Tables on a Canvas Page.
Procedure
1. Select a table.
2. Freeze or unfreeze rows and columns.
a. Select a cell in the table.
When selecting cells to apply style changes to, you can apply the change to an entire region or to speci c cells.
Regions include Title, Header region, and Data region. Clicking once will select the region and a second click will
select a speci c cell.
b. In the menu bar, select (Freeze).
Select Freeze up to Row, or Freeze up to Column. You can freeze both rows and columns in the same table.
3. Show or hide table elements.
a. In the menu bar, select (Show/Hide Grid Elements).
b. Select Grid, Column / Row Headers, or Freeze Lines.
By default, all elements are visible. Additional elements can be hidden using the table toolbar. For more
information, see Table Menu Options on Story Pages.
4. Select one or more cells.
5. Open the Designer panel and select (Styling).
6. Apply styling options.
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Results
The available options change depending on which area of the table you are in.
Table Properties
Templates Apply a preset template to the table:
Default
Includes different column heading lines for each type of planning version (Actual, Forecast, and
so on).
Color Fill for Editable Cells: Provide a color for cells that can be edited.
Report Styling
Not every option is available for every template:
Frequency of Reading Lines: Changes the number of lines displayed for ease of
reading. By default this is set to one line per row.
Show group lines: Displays a line around groups in the table.
Alternating Rows
Basic (previously Standard)
A simple design that includes gridlines and shading for row and column headings.
Drill Icon Lets you choose the color of the drill icon. This makes it easier to see the expand/collapse arrows in
your table after you've changed the background color.
Threshold Style Changes how threshold cell data is displayed.
Symbol (default) – use the story-de ned symbols and colors for the threshold ranges.
Color Values – the threshold colors are applied to the cell data.
Color Background – the threshold colors are applied to the cell background.
Color Background Without Values – the threshold colors are applied to the cell background
and the values are hidden.
Style
A Default style is applied to all cells.
You can create a new style which can be applied to cells in the current table, or to cells in other tables in the story:
1. Select (Add Style).
2. Enter a name for the style.
3. Choose a font and other options.
4. Apply the changes.
Formatting Rules
You can cascade text style changes along hierarchies, either to siblings, descendants, or children. The style changes are
also applied to new members in the hierarchy.
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1. Select a table cell.
2. Select Add Formatting Rule.
3. Provide a name for your rule.
4. Select the level to apply the formatting to:
Self
Self & Children
Self & Siblings
Self & Descendants
Children
Descendants
5. Select an existing style or create a new one.
6. Set the Read-Only Settings:
Not applied
Read-only
Editable
7. When nished, select OK.
The table cells are updated with the new style.
Font
Text Selection
Font
Size
Style
Alignment
Cell
Merge Merge cells.
Fill Choose from available colors or choose More to display the color selector and opacity selector.
Wrap Choose to wrap text for a cell or for a column.
Row Add or delete a Row: the selected cell must be above or below the table.
Column Add or delete a Column: the selected cell must be to the right or the left of the table.
Lines
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Add lines to selected area or cell:
Simple Line: a narrow line between cells.
Decoration Line: a wider line between cells.
For each line, you can set different values:
Alignment
Line width
Color
Pattern
Style
Left Padding or Right Padding: you can add padding to the left or right side of a cell.
Number Format
Measure Selection Choose an included measure to apply the formatting to.
Scale Select how to display the numbers on an axis: whether to show all digits for each data point or to
display the values as thousands, millions, or billions.
Unformatted
Thousand
Million
Billion
Auto-formatted: picks the best scale for the values.
For example, if the values are below zero when the number format is set to Million, then Auto-
formatted changes the format to Thousand.
Scale Format
Default
k, m, bn
Thousand, Million, Billion
Display unit / Select whether to display scale units and currencies in the same cell as the numeric value or in a row or
Currencies column header.
Decimal Places Select the number of decimal places to display.
Show Sign As
Default
+/-
( ): brackets will appear around negative values instead of a minus sign.
Select (Reset to auto) to undo any changes, and return all table values to the default unit setting.
Related Information
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Modifying a Table
Tables

Once you have created a table on a story page, there are several options available in table-speci c action and context menus.
 Note
When your table is in Edit mode, you will see all available options. When your table is in View mode, some options will be
hidden.
Table Cell (Context) Menus: use from a table cell to add calculations directly in the chart, to create new members, set
thresholds, and so on. Appears when you right-click a table cell.
Table Action Menu: use to select Top N items, sort, do mass data entry, and so on. Appears when the table tile is selected.
Table Cell (Context) Menus

In addition to the actions available for the whole table, you can also modify individual table cells. Right-click a table cell to bring
up a context menu.
Table Header Cells
The table header has its own context menu.
Action Description
Add Dynamic Text Add dynamic text from a variety of elements. (See Adding Dynamic
Text to a Table Title)
Show/Hide Lets you show or hide table elements. By default, most elements
are shown.
Swap Axis Lets you switch rows and columns.
The table row and column headers (Dimension headers) have their own context menu.
Action Description
Drill Lets you change the level of the hierarchy that is currently visible.
Select Hierarchy Lets you choose the type of hierarchy that you want to display.
More information: Hierarchies
Sort Options Decide whether to sort ascending or descending, or to set a custom order.
More information: Changing Member Order
Display Options Display information as Description, ID, or ID and Description.
Show / Hide Lets you decide whether to show Unbooked cells or Totals values, and select properties.
Add member Create a new unbooked member combination.
More information: Create New Dimension Members Without Leaving Your Table
Resize columns to t content
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Action Description
Table Functions A link to the table action menu.
More information: Table Action Menu
Table Body Cells
The table body (dimension value) cells have context menus for rows and columns.
Menu for measure headers:
Action Description
Version management actions Valid for tables created from planning models.
For more version management information, see About Version Management
Action Description
Undo Data Entry Undo the last change.
Redo Data Entry Redo (reapply) the change that was undone.
Revert Discard your changes to a public version or to embedded

data.
History Open the history panel to see a list of changes.
Publish Publish your work as an update to a public version.
Publish As Create a new public version.
Copy Version Create a private version.
Delete Version Delete the version.
Add member Create a new unbooked member combination.
More information: Create New Dimension Members Without Leaving Your Table
In-Cell Chart Add a bar chart to a measure. The bar chart can be changed to a variance bar or variance pin
chart.
More information: Adding In-Cell Charts to Table Measures
Thresholds Add threshold values or ranges to a measure.
More information: Using Thresholds in Tables
Filter Include speci c cells.
More information: Applying a Table Filter
Exclude Exclude speci c cells.
Sort Options Decide whether to sort ascending or descending.
Add row / Add column Add a calculated member to a dimension.
More information: Adding Calculated Rows and Columns in a Table
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Action Description
Add calculation Select one or more measures and use them to create calculation rows or columns.
More information: Creating Calculations from Table Rows or Columns
Hide row / Hide column Removes the rows or columns, but doesn't lter the data.
Menu for body cells:
Action Description
Lock Cell Lets you prevent individual cells of the table being updated. This feature is available for
users with a planning license.
Select the cells you want to lock and choose the icon on the toolbar. Locked cells are
shaded gray as a visual indicator that they are locked, and the toolbar icon changes to an
open lock. Select the lock icon again to unlock the cell.
The read-only feature on the main toolbar prevents a cell value from being overwritten, but
cell locking prevents updates to a cell value that would be caused by aggregation. You can
use this feature to redistribute values among sibling nodes of a hierarchy.
For example, if the parent node in the hierarchy Employee Expense has three child nodes:
Salaries, Bonus, and Training, and you lock the Employee Expense node, and then increase
the value of the Salaries cell, the values of the Bonus and Training cells are automatically
reduced to balance out the increase in salaries and maintain the same total Employee
Expense value.
The cell locks that you apply are saved with the story. When other users work on the page,
they can remove your cell locks and add their own, if necessary.
Manage Data Locks... For models with data locking enabled, this option opens the Data Locking page so that you
can lock, restrict, or unlock dimension members.
Before you open the Data Locking page, adjust your lters to include the relevant
dimension members in the table. You can also select one or more cells before opening the
Data Locking page to lter the data locking grid to those dimension members.
For more information about data locking, see Con guring Data Locking.
 Note
If you want to change settings such as driving dimensions or dimension ownership,
open the Data Locking page from the Modeler.
Filter Include speci c cells.
Exclude Exclude speci c cells.
Add Comment Lets you add and save comments to a data cell.
More information: Adding Comments to a Data Cell
Mobile (Responsive pages only) When enabled, shows the table on a mobile device.
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Action Description
Sort Options You can apply an ascending or descending sort to a table. To apply a sort, select a column
or row heading, and then select (Sort Options).
 Note
The Sort Options icon is active only when a suitable column or row of data is selected.
Choose the direction of the sort. For example, you can choose Ascending or Descending or
A-Z or Z-A. If you want to arrange the members of a dimension yourself, select Add
Custom Order and drag the members into the correct order in the Edit Member Order
panel.
More information about custom sorting: Changing Member Order.
More information about sorting non-string dimension values in a table: Value Sorting.
Create Top N A Top N lter shows a speci ed number of the lowest or highest ranked members.
Fill in the following details:
Type
Direction
Apply to each dimension – shows the top values for each dimension instead of for
the group of dimensions.
When you have a hierarchical measure in your table, this option is enabled and
cannot be disabled.
Value – the number of values you want to include in the lter.
Related Dimensions – if required, select dimension members.
When a Top N lter is applied, text is displayed at the top of the table indicating which
column is ltered.
The visible content of the table depends on the underlying structure of the data. All rows of
data that have not been selected are hidden. If the data in the table is hierarchical or
aggregated, other dependent rows will also be visible.
 Note
The Create Top N icon is active only when a suitable column of data is selected.
New Threshold Add threshold values or ranges to a measure.
More information: Using Thresholds in Tables
Sort Options Decide whether to sort ascending or descending.
Table Action Menu

The table-speci c menu options let you work with the data and change the appearance of the whole table, as well as letting you
work with individual table cells.
The table action menu is dynamic and is only visible when (More Actions) is selected.
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 Note
Some options are only available on Grid pages, and other options are only available on Canvas or Responsive pages. The
options will be identi ed in the following tables as (Grid pages only) or (Canvas or Responsive).
Action Menu Options
Action Description
Set Layout Use this option to set up a table that shows the results of an allocation step. It’s available when you have access to
an allocation process based on the table’s data source.
The layout includes the following dimensions:
Rows: Source dimensions of the allocation step, and the account dimension
Columns: Target dimensions of the allocation step, and the version dimension
Any other dimensions are removed from the table as soon as you select the Allocation Processes option. You
won’t be able to automatically restore your table’s previous setup, although you can change it back by adding and
removing dimensions.
To use this option, select it and choose Allocation Processes in the Layout panel. To change the allocation step
that it’s based on, select the (Select allocation step) icon and choose an allocation process and step.
Drill (Drill) lets you manage the number of levels that are currently visible in a hierarchy. Data is typically organized
and displayed in a collapsible hierarchy. This option lets you avoid drilling through branches of the hierarchy to see
the level you prefer.
If the table currently includes more than one dimension, you can select the dimension you wish to open from the
drop-down Dimension list. Under Drill Level, enter the drill level you require. Entering 0 as the drill level value,
collapses all levels of the hierarchy.
Freeze (Canvas If you select a cell in a table, you can freezes all rows up to the selected row, and all columns up to the selected
or Responsive) column.
Ignore Data For a planning model with data locking enabled, toggle this setting to switch between ignoring data locks or
Locks or enforcing them.
Enforce Data Locks When ignoring data locks, you can enter data in locked and restricted cells. However, you won’t be able to publish
changes to a locked or restricted cell unless you have additional permissions. (For example, you have data locking
ownership of a restricted cell that you changed, you're the model creator, or you have the Admin role.)
Swap Axis Lets you switch rows and columns.
Resize If you select one or more columns in a table, you can automatically resize the columns to t the content.
columns to t Alternately, you can select one or more columns in a table then manually drag the columns to resize them.
content (Canvas or
Responsive)
Mass Data Lets you enter multiple values before processing updates.
Entry
More information: Entering Multiple Values in a Table
Linked Use a linked analysis to drill through hierarchical data or to create lters that simultaneously update multiple
Analysis charts in your story.
More information: Creating a Linked Analysis
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Action Description
Add You can add the following options:
New Threshold:
Add threshold values or ranges to a measure: Using Thresholds in Tables
Hyperlink:
Lets you add a hyperlink to an external URL, page or story: Linking to Another Page, Story, or External URL.
Comment:
Canvas or Responsive pages: lets you add a comment to the tile.
Grid pages: lets you add and save comments to a data cell: Adding Comments to a Data Cell
Show / Hide Lets you show or hide table elements. By default, most elements are shown.
The following elements can be hidden
Elements that are on Canvas or Responsive pages:
Grid
Column / Row Headers
Freeze Lines
Elements that are on all page types:
Table Title (Title Section)
Subtitle
Table Details
Reason for unplannable data - when you select a cell that cannot be edited, a message appears showing
the reasons why the cell cannot be edited.
Data Locks - when data locking is enabled, you can show icons on cells that are locked, cells that have a
mix of locked and unlocked data, and cells that have an unknown lock state.
Validation Warning - validation warnings help you to quickly identify which cells are invalid for data entry
due to dimension combination rules that have been de ned for the underlying planning model. More
information: About Validation Warnings
Dimension Headers
Repetitive Member Names - repeat dimension name on every row
Copy Copy options include the following:

(Canvas or
Copy to the clipboard
Responsive)
Copy to:
New Responsive Page
New Canvas Page
an existing story page
Duplicate: copy and paste the table on the same page.
Export Lets you export the table as a CSV or XLSX le, with or without formatting.
More information: Exporting Data as a CSV File or Exporting Table Data as an XLSX File
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Action Description
Edit Styling Opens the Styling panel.

(Canvas or
More information: Applying Styling to Tiles
Responsive)
Fullscreen Expands the tile to ll the canvas; also displays the formula bar. (When you exit fullscreen mode, the formula bar
(Canvas or is hidden again.)
Responsive)
Pin to Home Adds the table to your home screen.
Remove Lets you remove the table from the canvas.

(Canvas or
Responsive)
Remove the Table

(Grid pages only)
Related Information
Tables
Modifying a Table
About Version Management
Adding Dynamic Text to a Table Title

You can add dynamic text to a table title.
Context
You can change the title of a table to include dynamic text from a variety of elements including story lters and lters that are in
use in the table.
Procedure
1. In your table, select the title or part of the title.
2. Right-click and then select Add Dynamic Text.
3. In the Insert Dynamic Text dialog, select one of the following:
Option Description
Story Properties Includes Current User, Current Time, Creator, and so on.
Tile Filters & Variables Includes lters and variables.
4. Select the checkbox for the lters that you want to use as the source for your dynamic text.
5. Select Create.
Results
Dynamic text is added to the title.
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Related Information
Adding Dynamic Text to a Story
Adding Dynamic Text to a Chart Title
Applying a Table Filter

You can lter cells to focus on a speci c set of data in a table or you can exclude non-relevant cells.
Context
You can lter a table by selecting cells in the table, by choosing members from a list, or for certain types of dimensions (for
example, date dimensions), by de ning a range. Table lters apply only to the data in the table.
 Restriction
When applying a lter to a custom property of the account dimension, the lter does not work as expected. For example,
calculated accounts and any accounts with child accounts that match the lter would be included. See SAP Note 2931452
for information about the limitations.
Procedure
1. If you want to lter by selecting cells in the table:
a. Select the cells to lter on or to exclude.
b. Right-click and then select Filter or Exclude.
2. If you want to lter by choosing members from a list, or by de ning a range:
a. Open the Builder tab in the Designer panel.
b. In the Filters area, select Add Filters.
c. Select or search for the dimension you'd like to lter.
Some types of dimensions, for example date dimensions, can be ltered by choosing members or by de ning a
range. Those dimensions appear twice in the list, with (Member) and (Range) suffixes.
 Tip
Viewers can reset any changes that they made to lters and input controls to get the original view of the story
by selecting (Reset Story) on the story toolbar.
Filter options Description
Choosing members: select members The members you choose appear in the Selected Members list on the right.
from the Available Members list.
You can use the Search function to nd the members you want.
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Filter options Description
De ning a range: select a Dynamic or Date ranges can be xed or dynamic; for example, you could choose the xed
Fixed range type range January 2019 to December 2019. If this story is opened in 2020, the story
will still show 2019 data. Dynamic date ranges shift based on the current date.
They also offer a few more granularities, such as current year, current quarter,
and current month, as well as ranges that are offset from the current date.
If the time dimension is added to the table, you can also select the (Filter)
icon next to it in the Builder panel to choose from preset dynamic lters such as
Current Month or Current & Next Quarter To Date.
For more information, see Story and Page Filters.
Allowing modi cations: select Allow If you allow viewers to modify lter selections, they can either toggle on and off
viewers to modify selections. each lter value (with the Multiple Selection option), or select a single lter
value (with the Single Selection option).
Changing drill levels for date range Unrestricted drilling lets you drill to any level in the hierarchy, no matter what the
lters: select Unrestricted Drilling. lter or date granularity is set to.
 Note
The Unrestricted Drilling option is only available for date range lters in
charts and tables.
3. Select OK to create the lter.
The lter appears at the top of the table, and in the Filters area in the Builder tab.
Related Information
Story and Page Filters
Applying a Chart Filter
Creating Custom Calculations for Your Table

You can create custom calculations for your tables such as aggregations, calculated or restricted measures, value-based
dimensions, and so on.
The Calculation Editor is used to create the calculations that can be added to your tables. You apply the calculations either to
the Account or to the Cross Calculations dimension.
Calculation Editor
For each type of calculation, a new calculated or restricted member is created for the dimension that you used to create it. You
can also use dimension attributes as part of a calculation. For more information about dimension attributes, see Preparing Data
For Consumption.
 Note
The number format chosen in Pro le Settings User Preferences in uences the expected input format for Story Calculated
Measures and Calculated Dimensions:
Choosing a number format that uses periods (.) as decimal separators means that commas (,) must be used to
separate function parameters (for example, IF(Condition, ValueIfConditionIsTrue,
ValueIfConditionIsFalse)).
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Choosing a number format that uses commas (,) as decimal separators means that semi-colons (;) must be used to
separate function parameters (for example, IF(Condition; ValueIfConditionIsTrue;
ValueIfConditionIsFalse)).
If the formula is typed in from scratch, the correct function auto-completion happens based on the user preferences.
However, if you copy and paste a full formula string, auto-complete won't be able to adapt if there is a mismatch between
separators used and the user preferences.
You can display the calculation in a table by adding the Account or Cross Calculations dimension to the table, or by selecting it in
the lter applied to the dimension.
The following calculation types are supported:
Calculated measures: Perform a calculation on one or more members of either the Account dimension or the Cross
Calculations dimension. A new calculated member of the selected dimension is created as a result.
Restricted measures: Restrict the data from a member of either the Account dimension or the Cross Calculations
dimension so that it excludes certain members of one or more dimensions. For the Date dimension, you can pick dynamic
values such as year-to-date or previous quarter. A new restricted member of the selected dimension is created as a
result.
 Note
When using data from SAP BW, creating a restricted measure on another restricted measure (referred to as a key
gure in SAP BW) that uses the same dimension results in incorrect data in SAP Analytics Cloud. A further restriction
is not possible because SAP BW treats restrictions as OR operations. In most cases restricted measures are intended
to get the result as an AND operation.
For example, COUNTRY is restricted to Great Britain and Germany. In a sales scenario, the intended result would be
that you see products that are sold in both countries (Great Britain OR Germany) and not a combination of either
country and both of them (Great Britain OR Germany OR (Great Britain AND Germany)).
Difference From: Find the difference in an account’s value between two dates. A new calculated account member is
created as a result.
Currency conversions: For planning models with currency conversion enabled, add a new currency conversion to the
Cross Calculations dimension. For more information, see Displaying Currencies in Tables.
Aggregation: Create calculations from aggregations such as sum, count, average, and so on. Choose what conditions are
required for the aggregation to be applied, and when the conditions are required.
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Dimension to Measure: The string and number conversion functions (see Convert Strings to Numbers and Numbers to
Strings) can be combined with Measure-Based dimensions (in a calculated dimension) to create dimension to measure
conversions. (See Creating Calculated Dimensions, Creating Measure-Based Dimensions, and Dimension to Measure .)
Planning models also support the following forecast calculations:
Forecast
Rolling Forecast
For more information, see Creating a Forecast or Rolling Forecast Layout
Calculations based on input controls

Calculations can use input controls. Input controls provide variable input for a calculation, allowing viewers to in uence the
result of a calculation without modifying the underlying data or formula. For example, viewers can choose to see the impact of a
1%, 2%, or 3% tax-rate increase. You choose the list of values for an input control, and specify how the user can select values.
Input controls can be formatted after they are added to the canvas.
 Tip
The Calculation Editor dialog will change size to t the calculation type information elds and re-center itself on the page.
 Note
You can add formulas to tables by inserting rows or columns based on any dimension. For more information, see Adding
Calculated Rows and Columns in a Table.
Convert Strings to Numbers and Numbers to Strings

Convert a string value to a numeric value or a numeric value to a string value and use the new values in calculated dimensions
or measures.
There are two functions that you can use to convert values from one type to another in calculated measures or calculated
dimensions: ToNumber and ToText.
ToNumber Function
ToNumber converts string values to numbers.
1. In Builder, under Dimensions, select Add Dimension Calculated Dimensions .
2. In the Calculation Editor under Type, select Calculated Dimension.
3. Create your formula.
 Example
ToNumber ([d/ACT_EMPLOYEE_NUMERIC:Age_String].[p/ID])
ToText Function
ToText converts numeric values to strings, and it uses an existing calculated dimension in its calculations.
1. In Builder, under Dimensions, select Add Dimension Calculated Dimensions .
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2. In the Calculation Editor under Type, select Calculated Dimension.
3. Create your formula.
 Example
ToText (<ToNumber calculated dimension> ) + " years"
Dimension to Measure
The string and number conversion functions can be combined with Measure-Based dimensions (in a calculated dimension) to
create dimension to measure conversions. For more information about Measure-Based dimensions, see Creating Measure-
Based Dimensions.
There is also a calculation type that lets you convert a dimension to a measure.
1. Add a table to the canvas.
2. In Builder, choose Add Measure Create Calculation Dimension To Measure .
3. From Dimension Attribute to Convert, select a dimension.
4. Select context dimensions.
5. Set the aggregation operation type.
6. Select OK and review the results in the chart.
Related Information
All Formulas and Calculations
Entering Formulas
Adding Calculated Rows and Columns in a Table
Creating Calculations from Table Rows or Columns
Creating Custom Calculations for Your Charts
Integrating Custom Calculations and Forecast Layout
You can add custom calculations to the Forecast or Rolling Forecast layout, which allows you to combine different values in the
same table. You can also create Calculation Input Controls for your forecast.
Using the Calculation Editor, you can create a Forecast member that is added to your table. When you add more than one
calculated Forecast or Rolling Forecast member, you can then create a custom calculation to show the delta between those
members.
Use an Input Control for a Forecast

You can add input controls to your tables for forecast layouts.
To create an Input Control for a forecast, do the following:
1. Under Rows or Columns in the Builder tab, select Add Measures/Dimensions and add the Cross Calculations dimension.
2. In the Cross Calculations dimension, select Add Calculation .
3. From the Calculation Editor Type, select Forecast.
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4. From the Properties section, under Version, select Create a New Calculation Input Control.
5. Provide a name for the input control.
6. In the Input Values section, select Click to Add Values.
7. Select your forecast versions and then click OK; click OK again.
The Calculation Input Control is created.
8. To close the Calculation Editor, click OK.
Related Information
Creating a Forecast or Rolling Forecast Layout
Creating a Dynamic Forecast Layout

Use Calculation Input Controls to create a forecast layout that can be updated dynamically from a central setting.
To update all your similar forecast layouts at the same time, you can create dynamic input controls by adding attributes to the
Version dimension of your model. For example, you could add a current version ag and a cut-over date.
Each month (or designated time interval), someone must manually update attributes in the Version dimension of your model,
and edit the attribute values that are being used in the calculation input control formulas.
After updating the model, the following changes are visible in the dynamic layout:
The cut-over date is shifted by one interval.
A new forecast version becomes the current forecast.
Verify the Version Dimension Columns in the Model

The Version dimension of your model can include attributes that allow you to control and update all forecast layouts. The
following types of columns can be added to your model's Version dimension for working with cut-over dates:
A Current column – identi es which version to use as the current version.
A CutOverDate column – the cut-over date value.
 Note
NOTE: For scal years, use calendar values in the CutOverDate column. For example, if your scal year begins in July, the
value should be 201807 (YYYYMM).
Formula: Using the FIND Function

The FIND () function looks for a member that matches the value in the rst parameter and returns its attribute n the second
parameter. The third parameter contains the ID value associated with the value in the second parameter.
FIND (Value to match, Property to match, Property to map)
Value to match – the ag for your current version, or another Input Control.
Property to match – the speci c column from your Version dimension, for example,[d/Version].[p/CURRENT].
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Property to map – the ID associated with the property that you matched, for example, [d/Version].[p/ID]).
Procedure: Create the Current Calculation Input Control

To create the rst Calculation Input Control (Current), do the following:
1. Under Rows or Columns in the Builder tab, select Add Measures/Dimensions and add the Cross Calculations dimension.
2. In the Cross Calculations dimension, select Add Calculation .
3. From the Calculation Editor Type , select Forecast.
4. From the Properties section, under Version, select Create a New Calculation Input Control.
5. Provide a name for the input control, for example, Current.
6. In the Formula section, select Click to Add Formula.
7. Provide a name for the formula.
8. In the Edit Formula area, type the formula.
 Remember
You can press Ctrl + Space in the formula area to display a list of suggestions, or type [ for a list of valid
measures and dimensions.
 Example
FIND('X', [d/Version].[p/CURRENT], [d/Version].[p/ID])
9. Click OK; click OK again.
Procedure: Create the Cut-Over Date Calculation Input Control

To create the second Calculation Input Control (Cut-Over Date), do the following:
1. In the Builder, in the Cross Calculations dimension, select the current calculation and then select (Edit Calculation).
2. From the Properties cut over date section, select Speci c Date and then select Click to Select Values Create a New
Calculation Input Control .
3. Provide a name for the input control, for example, Cut-Over Date.
4. In the Formula section, select Click to Add Formula.
5. Provide a name for the formula.
6. In the Edit Formula area, type the formula.
 Remember
You can press Ctrl + Space in the formula area to display a list of suggestions, or type [ for a list of valid
measures and dimensions.
 Example
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FIND([@Current], [d/Version].[p/ID], [d/Version].[p/CutOverDate])
7. Click OK; click OK again.
The results of the calculations are displayed in your table and are updated when you change your cut-over date.
How the Calculations Work

At story load time, the “Cut-Over Date” Calculation Input Control formula will be processed as follows:
1. The system rst processes the Calculation Input Control called “Current”.
2. The system then searches in the “ID” column of the Version dimension for the value returned from the “Current”
calculation.
3. When the value is found, the system then uses the value from that row in the column “CutOverDate”.
This calculation returns a string that is then translated into a time period. The system understands and interprets time in the
following formats:
YYYY: A year in four-digit representation
YYYYQ: A quarter, Q, in one-digit representation {1,2,3,4}
YYYYMM: A month, MM, in two-digit representation {01,02,03,04,05,06,07,08,09,10,11,12}
YYYYMMDD: A day
These are the values that you can use in attributes in the Version dimension when you want the system to interpret these
strings as time values.
Since the date dimension has multiple hierarchies, the system also sets the corresponding date hierarchy as it is being used in
the Calculation Input Control.
Example: Version Dimension Attributes and Dynamic Forecast Results

You can use any value for the “Current” attribute, but the “CutOverDate” attribute should be a valid time period.
 Example
Version Dimension of the Model
Description Category Current CutOverDate
Actual Actuals
Copy of Forecast Forecast
Estimated Forecast
FC17Q1 Forecast 20171
FC17Q2 Forecast 20172
FC17Q3 Forecast LE1 20173
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Description Category Current CutOverDate
FC17Q4 Forecast LE2 20174
FC2020 Forecast
Forecast Forecast
NewFC Forecast
The following example shows the formulas that use the Version dimension attributes.
 Example
Current and Cut-Over Date Formulas
Current Current Formula Cut-Over Date Formula

Formula
Name
LE1 FIND('LE1', [d/Version].[p/Current] ,[d/Version].[p/ID] ) FIND([@LE1], [d/Version].[p/ID
LE2 FIND('LE2', [d/Version].[p/Current] ,[d/Version].[p/ID] ) FIND([@LE2], [d/Version].[p/ID
The following table shows the results of applying the Current and Cut-Over Date Calculation Input Controls. Notice how the cut-
over date (black bar) changes from LE1-20172 to LE2-20173.
You can add a calculated member to any dimension in a table by inserting a blank row or column next to an existing dimension
member, and typing a formula.
Context
While you can still create calculated members based on the Account or Cross Calculations dimensions using the Calculation
Editor, creating calculated rows and columns can provide more exibility. For example, you don't really need to create a
restricted measure to calculate the variance between an Actual and a Budget version.
You can create a calculated row or column based on the following:
Repeating: uses one dimension member and the calculation appears wherever that dimension member appears.
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Single: uses multiple dimensions in the calculation and appears only once.
 Note
If you have more than one dimension de ned in your column or row, make sure the cell references refer to the inner most
dimension.
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Procedure
1. To add a blank row or column, right-click the header of a dimension member and select Add column (or Add row)
and then select either Repeating or Single.
The calculated row or column is created as a new member of the same dimension and hierarchy level as the member
that you selected.
2. Optionally, type a name for the calculation in the header cell.
3. To enter the formula, type the equals sign (=) and then begin typing the formula.
Add cell references by typing the coordinates of the cell (for example, B2), or by selecting the cell to reference.
The cell must belong to the same table as the calculation.
References to cells in a calculated row or column are relative.
For example, if you type =C2-B2 in a column header, the fth row of this column will calculate C5-B5, the sixth row
will calculate C6-B6, and so on.
Create absolute or xed references to cells.
For example, if you want to multiply each row by the value in C2, you type =$C$2*B2.
The following are the most common formulas that you can create.
Formula Example
Sum =B2+C2
Subtract =B2-C2
Multiply =B2*C2
Divide =B2/C2
Percentage difference =(B2-C2)/C2
Percentage share =B2/C2
Apply the =comment() function to create a comment column.
For example, you can add a reference to a column header (=comment(B2)) to create and display comments for
the data cells in that column. (When you export the data to a CSV le, you can also export the comment column.)
Double-click a cell or select it and start typing to work with comments.
For more information about commenting on data cells, see Adding Comments to a Data Cell.
4. To edit, format, or delete a calculated row or column, open the Builder panel and expand the list of calculations for the
dimension that the row or column was added to.
The calculated rows or columns are referred to as Story Calculations in the builder panel. When you select a story
calculation and choose (Edit calculation), the calculated column or row is highlighted in the table and the formula is
displayed in the formula bar.
Example: Creating a Variance column
To calculate the difference between a Budget and Actuals version, you can add a calculated column based on the Version
dimension:
1. Right-click the column header of the Budget version and select Add column.
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2. To name the new column, select the header, type Variance, and press Enter .
3. Select the Variance cell again and type the formula. Use the cell coordinates of the Budget and Actuals column headers,
or select each column to create references. For example, =C2-B2. Press Enter .
Add a calculated Variance column
The new column shows the difference between the Budget and Actual version for each account. You can also perform this
calculation using restricted measures based on the Cross Calculations dimension.
Related Information
The Formula Bar
Using Thresholds in Tables

Select one or more measure headers in a table and use them to create calculation rows or columns.
Context
Instead of adding a row or column to the table rst and then creating a formula for the measure, you can select a measure
header and pick a formula from the list. You can also select multiple headers and create a calculation from them.
Procedure
1. In your table, do one of the following:
Using a single measure header.
Right-click a measure header, select Add calculation, select one of the calculations, and then select whether
you want a repeating dimension or a single dimension.
Repeating: adds a column or row based on each recurrence of the dimension member.
Single: adds only one column or row based on the combination of dimension members.
Option Function
Moving Minimum Value runningmin ( <value>)
Moving Maximum Value runningmax ( <value>)
Accumulative Sum runningsum ( <value>)
Accumulative Sum of all Detailed Values that are not runningsum (<value>, true)
Zero, Null, or Error
Accumulative Sum of Rounded Values runningsum ( round (<value>))
Accumulative Count of All Detailed Values runningcount <value>
Accumulative Count of all Detailed Values that are not runningcount (<value>, true)
Zero, Null, or Error
Moving Average runningaverage (<value>)
Moving Average that is not Zero, Null, or Error runningaverage ( <value>, true )
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Option Function
Rank Number rank (<value>)
Olympic Rank Number olympicrank (<value>)
Comment comment (<value>)
Using multiple measure headers.
a. Select two or more measure headers: select one header and then press Ctrl and select one or more
measure headers.
b. Right-click and then select Add calculation, select one of the calculations, and then select whether you
want a repeating dimension or a single dimension.
Repeating: adds a column or row based on each recurrence of the dimension member.
Single: adds only one column or row based on the combination of dimension members.
Calculation options:
Sum
Subtract
Multiply
Divide
Percentage Difference
Percentage Share
2. To hide the reference (original) column or row, select the dimension header and then select Hide column (or Hide
row).
The calculation or comment column or row is still visible. To show the reference column, remove the Hidden lter from
the table.
Results
A new row or column containing calculations is added to the table, and the formula is added to the builder panel as Story
Calculations for the dimension.
When you select the header for the calculation row or column, the calculation formula is displayed in the formula bar. The
calculation formula will also be displayed when you select (Edit calculation) for the story calculation in the builder panel.
Related Information
Adding Comments to a Data Cell

You can view and create comments on table data cells.
Prerequisites
To set or change the comment limit for your model, go to System Administration Limit of comment threads per Model .
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Context
You can leave comments on cells from any type of acquired model. When a story is opened, comment mode is on by default.
 Restriction
You can't add comments to table cells from blended models or live data models.
To view the existing comments, add a new comment, and delete any comment, you would need the following permissions.
You should have Read, Create, and Delete permissions for the object-type Comment in the tenant.
You should have Add Comment, View Comment, and Delete Comment permissions on the model to comment on
datapoints.
You should have Add Comment, View Comment, and Delete Comment permissions on the story.
 Note
If any one permission is missing in the combination, then you won't be able to perform the relevant action.
When commenting on a data point, the data context is taken into account. Only users who share the data context can view the
comment. The data context is composed of the following:
All dimensions visible on the table.
Page, chart, and story lters.
Data access control and role-level security.
 Note
You can add comments to data cells sourced from restricted measures in a table, however these measures cannot be based
on any underlying restricted or calculated measures.
 Note
When commenting on a data cell, the data context includes the speci c lters on dimensions used to create any underlying
restricted measure. The comment will display in other tables and stories that apply the same lter combinations to the
dimension.
For example:
You put a comment on a restricted measure based on account values that apply a lter on the region dimension to
limit the member to ʻNorth America’.
The comment will display in other tables or stories that apply the same lters to limit the region dimension to ʻNorth
America’.
 Note
You can add comments to a base account member or a measure in the new model type. However, you cannot add comments
on calculated account member (except of type resstricted member).
When a story is opened, Comment Mode is on by default.
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Procedure
1. Select the data cell to which you want to add a comment.
2. Right-click and then select Add Comment.
A comment dialog is displayed.
3. Enter your comment in the displayed dialog and select Place Comment to submit the comment.
The comment is posted as part of a thread - a green wedge shape is displayed at the top right of the cell.
Comments on data points are available for other users as soon as they are made.
The thread and wedge fade away once the story is not set to ( Comment Mode).
If you collapse a hierarchy, existing data point comments may no longer be fully visible. Instead the green wedge in the
cell will display as transparent. To access the comment, drill down the hierarchy until a green wedge is displayed.
When you add or remove dimensions, the existing comments will still be visible if the data context of the cell has not
changed. In the example below, the comment on the left was created with a Region lter on Canada. On the right, Region
has been added to the visible dimension without a lter. The context of the cell remains the same for both scenarios,
therefore the same comment is visible.
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4. To reply to a comment on a data point:
a. Choose the wedge in the data cell.
b. Select the displayed comment icon to display the thread to which you want to reply.
c. Enter your text in Reply here ... and select (Send).
 Note
A data point comment also displays the original value of the cell if the data value has changed.
Another way to manage data point comments is by using a dedicated commenting column in your table. This column can
be used to view and add comments. For more information on how create this column see Adding Calculated Rows and
Columns in a Table.
To create a new comment thread or reply to an existing comment thread, select the target cell in the column and enter
your comment in the displayed dialog. Select Place Comment to submit the comment.
 Note
The dedicated commenting column is created as a new member of the same dimension and hierarchy level as the
member it references. You can change this context by referencing a different column in the commenting formula.
Changing the drill state or adding a dimension can impact the context of the referenced cell.
 Note
Only the most recent comment in a thread will display in a comment column cell. To view an entire comment thread,
double-click in the corresponding cell.
Working with the Comment Widget

Use the comment widget together with data point comments to add more details to your story.
Context
Comment widget is a type of widget in SAP Analytics Cloud that allows you to add comments related to your data and also
displays data point comments. The comments are displayed as per the lters you choose from the Builder panel of the
commenting widget. By default, a category and an account member are selected. You can further control the comments
displayed in a comment widget through Story Filter or Input Control.
 Note
The comments in a comment widget are stored against the model and are independent of the story.
You can follow the steps below to add a comment widget in a story.
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Procedure
1. Create a story.
2. Add a comment widget.
a. From the Insert menu, select Add Comment Widget .
A comment widget is placed on the story page and the Builder panel displays the widget's lters.
b. Select the Category, Account, and any other lters as per your preference.
3. Add comments.
a. In the comment widget, select (add comment).
b. Type your comment details and then select Send Comment.
Results
The comment widget is added to the story and is now displaying the comments based on the de ned lters.
 Restriction
You can't add comments to a comment widget from blended models or live data models.
Linked analysis is not supported in a comment widget.
Related Information
Adding Comments to a Data Cell
Adding In-Cell Charts to Table Measures

In addition to a numeric value, you can add a small bar chart to each cell of a measure in a table column or row.
Prerequisites
Create a table with at least one measure (an account measure, for example) and a dimension.
Context
You can display a bar chart or a variance chart in your table cells so that you have both a visual and a numeric view of your data.
Your story page will need to be in Edit mode.
Procedure
1. To choose the members to display, in the Builder select your measure and then select (Manage Filters): select your
members and then click OK.
2. In the table, right-click a measure column or row header and then select (In-Cell Chart).
Each cell in the table for the selected measure displays a bar and a value.
3. To hide the bar chart, right-click the measure header again and then select (In-Cell Chart).
4. To change the bar chart to a variance chart, do the following:
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a. In the Builder under Chart Structure, select Comparison and then select either Variance Bar or Variance
Pin.
If you see Table Structure instead of Chart Structure, you may need to select the bar chart in the table, or hide
the in-cell chart and then show it again.
Related Information
Resizing Tables Automatically to Fit Data

When working with large data sets, you might want to see the entirety of the data you’re working with.
Context
With large data sets, there’s usually more data than a table can display, and scroll bars help you view the columns and rows that
aren’t displayed initially.
In Canvas pages, you can resize a table so that its size is no longer xed and automatically adjusts vertically to display all rows.
The table size changes depending on different events, such as data refresh or new lters for instance. In Edit mode, the size of
the table also adapts to the canvas size or orientation, with both xed and dynamic page option. In View mode, the size of the
table also adapts to the canvas size or orientation de ned in Edit mode.
The option applies only to the table you have selected, but you can have multiple automatically resizable tables on the same
canvas.
 Note
There’s no relative positioning when using automatically resizable tables. They might overlap other existing widgets on the
canvas. If that’s the case, try repositioning either the tables, or the overlapped widgets.
Procedure
1. Open the Designer panel.
2. Select your table on the canvas.
3. Click to open the Builder panel.
4. Under Reporting, check Automatically resize table vertically.
Aggregation
Normally, values in a table are aggregated along the hierarchy but sometimes exceptions are necessary.
Aggregation of values in a hierarchy is determined by the Aggregation type setting, which is applied to each account member in
Modeler. Typically, values are summed up into higher-level totals.
No Aggregation
In some situations, it is not possible to simply aggregate values; this would be true, for example, when working with different
currencies, or if values are expressed in different units that are not compatible with each other. In these cases, a parent cell
may be displayed as empty, or a common value appear in the cell, but it isn't a simple aggregation. Check Attributes of an
Account Dimension for more detail about this aggregation type.
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In order to make these cells recognizable, the cell is shown with a diagonal line drawn through it, and a help message is available
to explain the data. Select the noti cation symbol next to the cell to see the explanation.
Aggregation for Analytic-type Models

For analytic models, values can be booked to parent nodes in a hierarchy. In this case, the node shows the sum of the booked
value plus the sum of the child values. (For planning models, this situation only occurs when working with different hierarchies
for the same dimension. See Entering Values with Multiple Hierarchies and Disaggregation of Values during Data Entry for more
information.)
Example
A value of 30 has been booked to the parent node Sales Expenses. The value shown in the table cell is 50; this gure includes
the aggregation of two child accounts.
Sales Expenses 50
– Travel Expenses 10
– Other Expenses 10
Cell References
When you copy a cell in a table and paste it to a cell in a grid that does not belong to a table, a cell reference is created.
Cell references link the two cells so that they always have the same value; any changes to one cell will also update the other.
1. From the Tools menu, select Cell References and Formulas Show References . (If you don't see the option in the
Tools menu, select (more actions) and then select the option from the list.
The cells in the table that have references are highlighted.
2. To nd a particular referenced cell in the grid, select the source cell in the table. It will be highlighted with a color that is
different from other cell reference highlighting.
Scroll through the grid until you nd other cells that have the same highlighting as the source cell.
To break the link between cells, select the reference cell in the grid and select Cell References and Formulas Remove
Reference .
When a grid cell references a cell that is no longer visible in the table, it displays a # character.
Creating a Forecast or Rolling Forecast Layout
Create a forecast or rolling forecast layout to look back at Actuals data for time periods before a cut-over date, and look ahead
to forecast data for subsequent time periods.
Prerequisites
The table in your story should have a version with data that you want to use for the forecast periods. If it does not have one, you
can use Version Management to create one. For more information, see About Version Management.
Context
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The Forecast Layout tab has the following sections:
Layout
Layout elds Information
Look back on Select the version to use for looking back.
Look ahead on Select the version for forecasting or looking ahead.
Cut-over date Options for cut-over date:
Today: The current date; this is the default choice.
Speci c Date: In Select member for <Time>, select the date.
You can also set a dynamic time lter.
Last Booked (Actuals): This means the latest date of data entered for the Actuals
version.
Timeframe: options include the following:
Type: Forecast Granularity:
Quarter
Month
Look back additional: number of intervals

Year
Quarter
Month
Look ahead additional: number of intervals

Year
Quarter
Month
Type: Rolling Forecast
Look back: number of intervals

Year
Quarter
Month
Look ahead: number of intervals

Year
Quarter
Month
Calculation: has one eld – Sum for – which has the following options:
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Cut-over Year
All
Look ahead
None
Additional Versions: if you have more versions, you can use them in your layout.
Procedure
1. Select your table.
2. In the Builder tab, select Cross-tab Forecast Layout .
3. In the Layout section, select the versions to look back on and look ahead on, as well as a Cut-over date.
4. In the Timeframe section, select the Type and the granularity options.
5. In the Calculation section, select a sum option.
6. Choose Apply.
Results
The table now shows actual and forecast values. The Builder panel displays the Forecast information for Cut-over date and Sum
for.
Displaying Currencies in Tables

When you have data from multiple currencies, you can change the currencies that are displayed by working with either the
measures or cross calculations.
Models with Currency Conversion

If your model has currency conversion enabled, nancial data can be displayed in the source currencies stored in the model, as
well as converted into target currencies.
You can add currency conversions and choose which ones to display by working with either cross calculations for a classic
account model, or measures in the new model type.
You can display a single cross calculation or measure when the structure isn’t added to the table, or add it to the table to display
multiple cross calculations or measures.
You can change the currency by changing the lter on measures or cross calculations.
For the new model type, the measures may include base measures in different currencies, as well as currency conversions set
up in the model. You can also add your own conversions in a story or analytic application using the calculation editor.
For a classic account model, the available types of currencies include the following:
Default Currency: The default currency set up for the model, converted using the applicable rates from the model's
currency table.
Source currencies: The unconverted data from different members of the model’s currency dimension. The name of this
calculation re ects the header of the Currency column in that dimension.
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Currency conversions created in the Calculation Editor: These conversions allow control over which currency is displayed
and the rates from the currency table that are applied.
Target Currencies in a Classic Account Model

If you choose to display the default currency or a currency conversion, values for all public versions will be displayed in the
selected currency.
When the Cross Calculations dimension is added to the rows or columns of a table, you can display multiple currency
conversions by selecting them in the calculations lter. If you want to add a conversion that is not in the Available Members list
for the calculations lter, use the Calculation Editor to add the conversion. See Adding a Currency Conversion Row or Column
for details.
For each target currency that you select, all versions in the grid display a new Cross Calculations member for the selected
currency. The number of target currencies that can be selected at one time is determined by the Maximum Currency
Conversion Limit setting in the Model Preferences. For models created in the current version of the software, the default limit
is four.
Adding Missing Rates

If the currency table does not contain rates for all of the conversions in your table, a message appears noting that rates are
missing. If you have the appropriate permissions to edit or view the currency table, you can select Add Missing Rates to open
the currency table. The Add Missing Rates panel will show the information for the rates that need to be added for a given
currency.
Source Currencies
You can also add the source currency to the selected members for the Cross Calculations lter to show the unconverted source
currency data. Multiple currencies can be displayed for this member, but data for two or more members is only aggregated
when it belongs to the same currency.
Some parent members of the currency dimension may have child members booked with values in several different currencies. In
this case, the cell for their parent member shows a diagonal line instead of a value. Because its children have different units,
this type of cell does not show the aggregation of its children.
For example, if the organization dimension is set as the model’s currency dimension and you choose to display sales for the
EMEA region in local currencies, values for the United Kingdom would display in Pounds, values for Germany would display in
Euros, and no values would be shown for the EMEA member when both child members have booked values. However, if the
children of the EMEA member only show booked values in Euros, for example, Germany and France, the EMEA member shows
their aggregated value. If a currency conversion to Euros is available, you could also add it to the table to simultaneously display
values in Euros for the Germany, UK, and EMEA members.
Models Without Currency Conversion

For models that have source data from multiple currencies but that do not have currency conversion enabled, data can be
displayed in the separate source currencies, but it cannot be converted into a target currency. Data will only be aggregated if it
belongs to the same source currency.
This functionality is similar to displaying source currencies for a model with currency conversion enabled, and the same
restrictions for planning operations apply. For more information, see Planning on Data in Multiple Currencies.
Related Information
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Working with Currencies in a Classic Account Model
Working with Currencies in a Model with Measures
Planning on Data in Multiple Currencies
Adding a Currency Conversion Row or Column
Adding Missing Rates in a Currency Table

You can use the Calculation Editor to add a currency conversion row or column to your table.
Prerequisites
Select a table that's based on a model with currency conversion. To learn more about currency conversion, see Working with
Currencies in a Classic Account Model or Working with Currencies in a Model with Measures.
Context
A currency conversion row or column allows you to see your values in different currencies and conversion rates.
There can be multiple conversion rates de ned for each currency in the model’s currency table, and each currency can apply to
different dates and different categories or versions.
If the currency conversion table for your model contains different conversion rates for the target currency, you can use the
Date, Category, and Rate Version settings to control which rates are used in each conversion that you apply to a table.
Procedure
1. Select your table and in Builder, do one of the following:
Option Description
Using a classic account model

a. Select Add Measures/Dimensions Cross
Calculations .
b. From the Cross Calculations dimension, choose

(More) Add Calculation .
Using a model with measures In a Measures dimension, select (More) Add Calculation .
The Calculation Editor appears.
2. From Type, select Currency Conversion.
3. Enter a name for the currency conversion.
4. For a model with measures, select the Source Measure with the values you want to convert.
5. Select the Target Currency that you want to convert to.
Fixed: for a xed target currency, select the desired country.
Dynamic: for a dynamic target currency, select from a list of options.
6. Choose a Date.
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Option Description
Booking Date Converts each value using the rate that applies to its own date.
Booking Date + 1 Apply a rate from a year, quarter, or month after the date for
each value.
Booking Date - 1 Apply a rate from a year, quarter, or month before the date for
each value.
Fixed Date Apply the rates de ned for that date to all values.
7. Choose a Category.
Option Description
Dynamic Uses the conversion rate de ned for the category or version
that correspond to each value in the model.
Actuals, Forecast, and so on Applies the conversion rate de ned for the selected category to
all values.
Speci c Specify a Rate Version to use a conversion rate that's applied

to speci c versions.
8. Select OK.
A row or column is added. It shows the data values converted to the selected currency using the rates that you speci ed.
 Note
If the maximum number of currency conversions for a table based on a classic account model has been exceeded, the
Select Conversions menu appears. You can change the currency conversions that you want to display and then select
OK.
If the currency conversion fails due to missing rates, a message is shown. Select Show more to show the rates that
are missing by currency, category, rate type, and date.
Related Information
Calculation Editor
Selecting Currency Conversions

You can select the currency displayed in a table.
Prerequisites
Currency calculations must exist. For more information, see Adding a Currency Conversion Row or Column.
Context
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These steps apply to a classic account model. For the new model type, currency conversions are added as measures. You can
change the lter on the measures structure to set which conversions are displayed.
Procedure
1. From the Cross Calculations dimension, choose More Select Conversions .
The Select Conversions dialog appears.
2. Select the conversions that you want to display.
The dialog shows the maximum number of conversions that you can select, as determined by the model preferences.
Some currencies may be used in calculations. To view any dependencies, select the (Information) icon beside a
currency.
3. Select OK.
Results
Rows or columns with the selected currencies will appear in the table.
Hiding Zero and Booked Null Values in a Table

Hide zero and booked null values in a table.
Context
As a story editor, you may not want to show zero and booked null values in a table.
 Note
There are some differences in behavior depending on whether you're working with SAP BW or SAP HANA. For more details,
see the table below.
SAP BW SAP HANA (analytic models)
Hide zero and null values on either rows or columns, Hide zero or null values on all rows and columns.
or both simultaneously.
Hide zero and null values on all cells, or on totals. Hide zero or null values on cells. Rows or columns are removed if all cells along
the row or column are zero or null.
 Restriction
In SAP HANA, the ability to hide zero and null values is currently not supported for planning models (SAP Note 2982539 ).
Procedure
1. Create a table and add rows and columns to it.
2. In the Builder, select a row or column, then select (More) Zero Suppression .
Speci c to SAP BW:
Two further options appear:
All Cells
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Totals
3. Speci c to SAP BW: Select All Cells or Totals, depending on where in the table you want to hide zero and/or booked null
values.
Zero and booked null values are no longer shown in your table. A message appears stating that zero suppression is
applied.
4. To show zeros and booked nulls in your table again, in the Builder select the area that has zero suppression switched on.
Select (More) Zero Suppression .
The table is updated to show zero and booked null values.
 Note
a. Unbooked Data and Zero Suppression are mutually exclusive, meaning that both options can't be applied at
the same time. If you select Zero Suppression while Unbooked Data is already selected, a message appears
informing you of this, and asking you if you want to turn off Unbooked Data. Once you select OK, the Zero
Suppression option you selected is applied.
b. Speci c to SAP BW:
The Zero Suppression selection applied to a row persists, even if you drag and drop that row to the column
area in the Builder. Similarly, switching off the Zero Suppression option in the column area doesn't switch it off
in the row area.
On SAP HANA the function is applied on the entire table.
c. Hiding zero and null values isn't supported on tables based on planning models.
d. Booked mode is disabled in View mode on the table context menu when you've selected to hide zero or null
values. This applies to analytic models only.
Exporting Table Data as an XLSX File

Export data from your table as an XLSX le.
Context
The export process exports what you see in the table grid (all the visible rows and columns), including comment columns,
calculations, and hierarchy levels in separate columns.
You can export both acquired and live data as an XLSX le. However, live data may take some time to export, because it must
be downloaded before it can be exported.
You can also export from the Explorer. For more information, see Accessing the Explorer.
 Note
Before exporting data, make sure that the number formats are the same for the model and your local machine. For example,
if the data you want to export uses a comma as a decimal separator and a period as a thousands separator (123.456,78), you
will need to verify that your machine's number format is the same.
On a PC, in the Control Panel, go to Clock, Language, and Region Region Additional Settings and verify the separator
formats.
 Restriction
The following limitations apply to the export:
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Maximum number of cells of data: 500 thousand.
Formatting (such as cell color, font styles, and so on) will not be exported.
Only the table data region is exported. Custom cells outside the data region (for example, on a grid page) are not
exported.
Hyperlinks are removed.
Hierarchies are attened.
 Tip
If you want to include custom cells (that are outside the table data region) in your export, you need to select all the cells,
copy them, and then paste them into Excel.
 Restriction
The export option is disabled if the model that is used is in Edit mode.
The noti cation dialog provides information on the export progress or completion. It also allows you to cancel the export.
Procedure
1. Choose your table.
2. Choose (More Actions) Export .
3. In the dialog, provide a Name for your XLSX le.
4. For your table, verify that the File Type eld shows XLSX.
5. To maintain Scaling, Units, and Currencies formatting, select Include Formatting.
 Tip
Use Include Formatting when you want the formatting to exactly match what is in the table. For example, if the table
shows $12.04 Million, that is how the value will be exported, even if that is a rounded value.
Don't use Include Formatting if the actual data values are different from those displayed in the table (for example,
the actual data has more decimal places).
6. To keep the hierarchical indentation for the data labels, select Indent Hierarchy.
7. Select OK.
Depending on your browser settings, your le is saved automatically or a dialog opens for you to choose where to save
your le.
Results
Your XLSX le is saved.
Next Steps
If you have characters such as parentheses or the percent sign in your exported data, Microsoft Excel may treat your numeric
data as text and left align the data.
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To correct the formatting, do the following:
1. In excel, select the column that is incorrectly formatted.
2. From the ribbon menu, select “Data”, select “Text to Column”, and then select “Finish”.
3. From the ribbon menu, select “Home”, and then apply the correct number formatting.
Related Information
Charts
Tables
Exporting Data as a CSV File
Value Sorting
You can sort dimension values in a table.
Procedure
1. Select a dimension cell in a table.
2. Right-click and then select Sort Options Value Sorting .
 Note
Not all values in a table can be sorted. The (Sort Options) icon is only enabled for dimensions that can be
sorted.
The Create Value Sorting dialog appears.
3. Under Type, choose Ascending or Descending sort.
4. Under Direction, choose Vertical or Horizontal.
 Note
This option is only enabled if more than one sort direction is possible in the table.
If you choose Vertical, the column the dimension is included in will be sorted. If you choose Horizontal, the row the
dimension is included in will be sorted.
5. (Optional): Select Break Grouping.
Break Grouping is useful when there are multiple columns or rows in your table. If Break Grouping is enabled, the sort
will be applied to the selected column or row rst. Dimensions in all other columns or rows will be sorted next, and may
not remain in their original groupings.
If Break Grouping is not enabled, the sort is performed on the outer column or row rst.
 Note
Break Grouping is only available if there are groups in the column or row.
Break Grouping is unavailable if the axis (that is, the row or column) that you want to sort has one or more of the
following situations:
axis has totals
axis has a hierarchy
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axis contains a cross calculation
6. Under Related Dimensions, select the icon beside a dimension member to change the default value.
A member must be supplied for each related dimension.
7. Choose a member from the list, and then select OK.
8. Select members for all related dimensions.
9. Select OK.
Results
The column or row is sorted in ascending or descending order. The sort will appear in the table subtitle, and can be removed by
clicking .
Related Information
Tables
Modifying a Table
Planning in Tables
In stories and analytic applications, tables are the centerpiece of the planning process. Working in a table, you’ll get a familiar
spreadsheet experience with powerful planning tools built in.
 Note
For users with BI licenses, some features are available for doing basic data entry on private versions of planning models, and
simulating changes to embedded data. See Running Simulations on Embedded Data for more information.
To publish data and use planning tools, you’ll need a planning license. See Features by License Type for Planning Models for
details.
For an introduction to all of the planning features, see Getting Started with Planning.
For working quickly without the mouse, tables support keyboard commands for navigation, data entry, and version
management. See Keyboard Command List for Tables for a list of shortcuts.
Data Entry
Tables are designed for quick and exible data entry. You can perform basic operations like typing or copying and pasting values,
and you can use the planning panel to shift and redistribute groups of values. If you need to enter data for a member that
doesn’t exist yet, like a new product or store location, you can just add it in your table.
Entering Values in a Table
Entering Multiple Values in a Table
Disaggregation of Values during Data Entry
Copying and Pasting Cell Values
Deleting Values in a Table
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About Value Lock Management
Using the Planning Panel
Create New Dimension Members Without Leaving Your Table
About Validation Warnings
Version Management
Whether you want to quickly simulate a couple of scenarios and share them with your team, or manage changes to different
versions of published data, the version management panel helps you keep your data organized and up-to-date.
Creating Versions
Making Private Versions Public
Sharing Private Versions
Editing Public Versions
Input Tasks
Getting input from managers of different regions, product groups, or cost centers can make your planning process more
efficient and accurate, but it can also add complexity. Use input tasks to keep track of the process and make sure that everyone
has access to the right data.
About Input Tasks
Creating an Input Task
Creator/Approver: Working with Input Tasks
Planning with Currency Conversion

Tables let you display multiple currency conversions, and apply different conversion scenarios to each version. For details, see
Displaying Currencies in Tables.
Example: Applying a Rate Version to a Forecast
Related Information
Tables

When working with a table based on a planning model, you can create and edit model values by typing in the table cells.
Entering values is possible when the following conditions are met:
You have permissions and authorizations to make changes to the model values.
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Users with BI roles can create private versions and change single booked values. Planner Reporter, Modeler, and Admin
roles can use any of the planning tools to enter data on public or private versions. For more information, see Permissions.
The cell is not locked, either by a value lock or by data locking.
For more information on value locks in stories, see About Value Lock Management. For more information on data locking,
see Con guring Data Locking.
If the cell is calculated by a formula, the formula must have one or more inverse formulas de ned, and the target cells
must be booked. For more information, see Inverse Formulas. For restricted measures and accounts, you can also change
the values of cells that are included in the scope of the restriction.
The value can be disaggregated from the cell to one or more leaf members for each dimension in the model. For more
information, see Disaggregation of Values during Data Entry.
 Tip
When you modify data in a table cell, all of the cells in the visible area (processed area) – including any new cells (records) –
will be highlighted.
However, if your table has a vertical scroll bar and you scroll to an area that hasn't been processed yet, you will see that
highlighting is also applied to cells that were not affected by the change. (In a future product update, there will be no
highlighting in areas which have not yet been processed.)
 Note
You can choose to show tooltips that explain why a selected cell does not allow data entry. To enable these tooltips, from
your table select Show/Hide Reason for unplannable data .
Data entry and copy and paste operations do not affect members that have been excluded from the table by story, page, or
table lters on dimensions or dimension attributes. Data actions and allocation processes can still affect these members,
however.
Members that are selected in a lter but set to invisible are treated as visible members when you type or paste values in the
table.
How to Enter Values

You can type an absolute value in a cell (for example, -2398), or type a relative value such as *2 or +500.
The following symbols are used to change the relative value of a table cell. nn refers to the numeric value.
Relative Value Symbol Description
*nn Multiply by nn
/nn Divide by nn
nn% Increase or reduce by nn percentage.
+nn Add nn to the value
+-nn Subtract nn from the value (add a negative amount)
You can also include the scale (for example, Thousand, Million, Billion) when typing a value.
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The following values can be used with or without a space between the number and the letter.
Values must start with a number. For example, to use the scale notation to write 750 Million, you could type 750 Million or 0.75B ( .75B will also work).
Scale Single Letter Complete Word Short Form
Thousand 1T 1 Thousand 1K
Million 1M 1 Million 1M
Billion 1B 1 Billion 1Bn
You can change cell values by copying and pasting, cutting and pasting, or using allocation features. For more information, see
Copying and Pasting Cell Values, Cutting and Pasting Cell Values, and Using the Planning Panel.
Working with Booked and Unbooked Cells

When you change a booked value, the leaf members that aggregate up to that value are adjusted proportionally to re ect your
change.
When you enter a new value in an unbooked cell, which displays a dash character (-) instead of a value, values are also booked to
one or more leaf members for each dimension that aggregates up to the cell. The Unassigned member usually receives these
values. For more information, see Disaggregation of Values during Data Entry.
 Note
When dimension attributes are added to the rows or columns of a table, data cannot be entered in unbooked cells.
Related Information
You can enter multiple values in a table without waiting for the system to update between entries.
Context
Adding multiple values to a table can be time-consuming if you have to wait for the system to update the data source after each
entry. This feature provides an editing session that allows you to enter multiple values before processing the updates. You also
have the option to process and save some updates and then continue to make changes.
Procedure
1. From your table, select (More Actions) Mass Data Entry .
The Mass Data Entry dialog appears.
2. Add values to the table cells.
You can enter values in unbooked cells and change existing cell values. Each time you enter a cell value, the cells that
aggregate up to it are locked until after you have left the editing session.
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 Note
You can copy and paste data to multiple cells during a data entry session, but there are some limitations:
Underlying values cannot be copied across versions; only values can be copied.
The source cell used for the copy is disabled to avoid con icting entries.
Underlying values cannot be copied from a cell that was originally NULL.
During Mass Data Entry, you can change a NULL cell to a data cell by entering a number into it. Even though it
may look like a booked cell, it originally wasn't one so you won't be able to copy underlying values from the cell.
3. To control how your data changes are applied, select one of the following:
Process Data - Process the changes you've made so far and then continue adding data.
Exit Mass Data Entry - Any changes that have not been processed won't be saved.
Results
The changes are applied.
Related Information
When you enter or change data for a planning model cell, the value is automatically spread to leaf members that aggregate up
to it. This process is called disaggregation.
For planning models, data is stored in leaf members of each dimension hierarchy. Parent members only show the aggregated
values of their children, and generally don't contain values on their own. Because of this, disaggregation happens whenever you
change data that represents more than one combination of leaf members for all dimensions.
 Tip
Keep in mind that disaggregation doesn’t just happen over the dimensions added to your table axes. For the other
dimensions, disaggregation will occur unless they’re ltered to a single leaf member.
Accounts and measures can use different aggregation types, including a default aggregation type and an optional exception
aggregation type for speci c dimensions. These aggregation types determine whether data entry is supported in different
circumstances, and how data entry will be disaggregated.
 Note
If your model contains both measures and dimensions, a modeler can choose whether to use aggregation settings
from the accounts or measures. To learn more, see Setting Structure Priority and Creating Custom Solve Order.
Classic account models don’t have separate measures, so the accounts always set the aggregation type.
There are a few ways that you can get more control over disaggregation while planning in a table:
Apply locks to cells that shouldn’t receive values: About Value Lock Management
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Copy and paste a cell that has the correct underlying distribution: Copying and Pasting Cell Values
Use the planning panel to specify values and proportions among a group of cells: Working with Planning Applications
Changing Data for Booked Values

When you change a booked value, the leaf members that aggregate up to that value are adjusted to re ect your change.
Usually, this happens proportionally.
Some aggregation types don’t support data entry on booked parent members, so the corresponding cells won’t be input
enabled in a table. You can check the reason that a cell is greyed out by selecting Show/Hide Reason for unplannable data
from the table action menu ( ) and selecting the cell.
Entering Data on Unbooked Values

When you enter a value in an unbooked cell, which displays a dash character (-) instead of a value, the following rules are used
to determine how to disaggregate the value along each dimension:
If the unassigned member (#) is available as a leaf member of the source cell, this member receives the same value as
the source cell, and other members of the dimension remain unbooked.
The unassigned member may not available, for example, because it is ltered out of the table, because it does not
aggregate up to the source cell, or because it does not exist for dimensions such as date and account. In these cases, the
value is spread to leaf members of the dimension based on the aggregation type.
This aggregation type is determined either by account or measure settings, depending on which has priority. When the
account or measure just has a default aggregation type, all dimensions will use it for disaggregation. With an exception
aggregation type de ned, speci c dimensions can use that aggregation type instead.
Aggregation type Description
SUM The source value is divided equally among the leaf members. For
example, if you enter one million in a cell with two leaf members,
(Available as default aggregation or exception aggregation)
the leaf members receive 500,000 each.
AVERAGE and AVERAGE excl. NULL Each leaf member receives the same value as the source cell. In
this case, the leaf members receive one million each.
(Available as exception aggregation. To support disaggregation,
they need to be used with SUM.)
NONE Each leaf member receives the same value as the source cell. The
leaf members receive one million each.
(Available as default aggregation or exception aggregation)
FIRST The rst leaf member receives the same value as the source cell. If
you enter one million for Q1 using the calendar year, for example,
(Available as exception aggregation)
January receives one million.
LAST The last leaf member receives the same value as the source cell. If
you enter one million for Q1, March receives one million.
(Available as exception aggregation)
For some exception aggregation types, data can’t be disaggregated from unbooked cells. In this case, you can enter data
directly to leaf members of the exception aggregation dimensions, but not to their parents. If the exception aggregation
dimensions aren't added to a table axis, they need to be ltered to a single leaf member to enable data entry:
MIN
MAX
AVERAGE excl. 0, Null
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MEDIAN (and variants that exclude null and zero values)
FIRST QUARTILE (and variants that exclude null and zero values)
THIRD QUARTILE (and variants that exclude null and zero values)
AVERAGE when used with NONE as default aggregation
COUNT (when booked, leaf members will only show a value of 1)
For other aggregation types, data entry is not supported at all, for example:
LABEL
COUNT excl. NULL and COUNT excl. 0, NULL
NONE when used with SUM as default aggregation
 Note
If you enter data for an aggregated account member, its children may include different account types such as Income
and Asset accounts as well as Expense and Liabilities and Equity accounts. In this case, accounts with different
aggregation behavior from the source account do not receive values from disaggregation.
For more information on the aggregation types and sign switching, see Attributes of an Account Dimension.
If you do not want to book values to the Unassigned member for a dimension, you can use one of the following methods:
After the value is booked to an Unassigned member in the table, select it and select Distribute Values to
distribute the value to other members.
To prevent values from being booked to the Unassigned member, lter the dimension and select all members except the
Unassigned member. You can apply this lter to an individual table by selecting Add Filters in the Builder panel, or to the
entire story by selecting (Story Filter) from the top navigation panel.
 Note
If your model contains many dimensions where the Unassigned member is not available, spreading data to all leaf
members for each dimension may result in slow performance. In this case, you'll either get a warning about slower
performance, or a message to lter the data or change the target cell to create fewer data records in a single
operation.
In some cases where you are working with more than one hierarchy for a dimension, data may be booked directly to
parent nodes. For more information, see Entering Values with Multiple Hierarchies.
Related Information
Entering Values with Dynamic Time Filters
In a table based on a planning model, you can enter data into cells calculated by dynamic time lters, including member
functions such as YTD.
Entering values on member functions
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When you enter data on a YTD, QTD, or MTD value, the change in value is assigned to the last booked member of the date
dimension.
For example, consider a table that shows YTD values for 2018, with $1 million booked to both January and February 2018 and the
rest of the months unbooked:
YTD member function and monthly values before data entry
If you change the YTD value for April 2018 from $2 million to $3 million, the extra $1 million will be booked to February 2018:
YTD member function and monthly values after data entry
Entering values for calculations with dynamic time lters

Inverse functions can be de ned for calculated members based on restrictions that use dynamic time lters. This allows you to
simulate planning scenarios by changing KPIs such as YOY growth, for example. For more information, see the Inverse formulas
with dynamic time lters section of Inverse Formulas.
Related Information
Restrict and Lookup
Entering Values with Multiple Hierarchies

When you enter planning data for a dimension with multiple hierarchies, you can end up with values booked directly to parent
nodes in some of the hierarchies.
For example, you might be working with a geography dimension displayed in one table using a hierarchy that shows the regions
as leaf members, and in another table that shows regions as parent members of the countries. If you use the rst table to book
a value to North America, the second table will show the value booked directly to that parent node.
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Booking data to North America
You might use this type of work ow if you want global leads to book values to the regions only, and then have regional managers
spread those values to the country level. But the tables can look confusing side-by-side. (If you don’t want any booked parents to
show up, you can turn on the Show only leaves in widget option. See Modifying a Table to learn how.)
 Tip
To set up this work ow, you can add hierarchies to the geography dimension that exclude the leaf members of the original
hierarchy. For more information, see Parent-child hierarchies with a subset of members. You can then exclude the “Not In
Hierarchies” member in your story.
Working with the second table, you can continue performing data entry, for example, by changing the value for North America or
booking data to other members in the hierarchy. Because data is aggregated differently for each hierarchy, the value of North
America may appear inconsistent between the two tables when you book data to its children.
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Different values for North America across two hierarchies
If you want to disaggregate the value of North America to its leaf members, you can select the North America cell in the second
table and choose Distribute Values . The source cell is automatically locked, and you can spread its value to leaf
members of that hierarchy. See Distributing Cell Values for details.
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Spreading data from North America
In this case, all of the value is spread to the United States member. Since it's a leaf member in both hierarchies, the data is
consistent across the two tables.
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Values spread to leaf members
If you need to get rid of the booked parent node and can’t use spreading, you can also delete the cell value or undo your changes
to the version.
Related Information
Hierarchies

No need to leave your story to add new dimension members: add them to your table and let the system update the master
data.
Context
Working in a table and suddenly realize that the member that you need doesn't exist? You don't need to leave your story and go
to the model. Simply add the new dimension member to your table (sometimes referred to as adding a “member on the y”)
and keep on working.
When you de ne the new member, you supply a description and an ID for it, and you can set the read and write access for
others.
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You can also add a new member to your table for an existing but unbooked member.
 Note
Your model must be a planning model.
This feature is not supported for SAP BPC Embedded models.
You can't create members for the account, version, or date dimensions, or new measures for a model with measures.
You can't create members for level-based hierarchies.
You can't add members to a table that has advanced or tuple lters.
To add new members more quickly, the Unbooked Data setting must be turned off.
You can't delete members from a table; you'll need to open the model to delete any members.
Some settings, such as currency, responsibility, or setting the member as a child member may not be available if the existing
dimension does not have those settings.
After you save the new member, you will no longer be able to change the member details.
When you create a new member, it will have no data and therefore it won't be visible if Unbooked Data is turned off. However, if
you create a new member on an inner dimension, then Unbooked Data will be turned on for that member.
 Example
The table contains two dimensions, Region and Color.
The first or outer dimension is Region, and the second or inner dimension is Color.
Time Nov 2018
(Outer dimension) Region (Inner dimension) Color
Germany Red 4
Green 5
Blue 6
Canada Green 7
Adding a member to the inner dimension: when you add a member to the inner dimension, only one new row is added
to the table.
For the Region “Germany”, add the Color Black
Time Nov 2018
Germany Red 4
Green 5
Blue 6
Black -
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Canada Green 7
Adding a member to the outer dimension: when you add a member to the outer dimension, it is not clear which
member of the inner dimension you intend to add data to. For that reason, several new rows may be added to the
table, all with unbooked values.
Adding a new Region France.
Time Nov 2018
Germany Red 4
Green 5
Blue 6
France Red -
Green -
Blue -
Canada Green 7
Because unbooked data was turned on to allow the new entries to be shown, all unbooked values for the table are
displayed as well.
Displaying all unbooked values for the table.
Time Nov 2018
Germany Red 4
Green 5
Blue 6
France Red -
Green -
Blue -
Canada Red -
Green 7
Blue -
Spain Red -
Green -
Blue -
Procedure
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1. Right-click a member in your table and then select Add Member.
2. Provide a Description and an ID for the new member.
3. Include names of people that are allowed to have read or write access to the new dimension member.
As the creator, you always has write access to the members you create.
4. If there is a second measure for your new member, provide a Description and ID for it as well.
Results
A member is added to the table.
Until you exit the story, you can still edit the details of the new member.
Related Information
Planning Models and Analytic Models

In tables and grids, you can copy and paste cell values, the underlying values of their leaf members, and formulas. You can also
create references between cells.
Data can be copied within or across grids and tables, and you can also copy data from an external source such as an Excel
spreadsheet.
In a table, you can paste data into cells that can receive data input.
You can also cut and paste values. For details, see Cutting and Pasting Cell Values.
Copying Data in a Table

When copying data within a table, there are two types of paste operations: pasting details, or pasting overall values.
When you copy a source cell with model data, all of the underlying values that aggregate up to it are copied as well. By default,
all of these values are pasted if possible. This is known as pasting details.
For example, you might copy a Q1 member and paste it to Q2 for the same version. On the month level for a calendar year, the
value for January will be copied to April, the value for February will be copied to May, and the value for March will be copied to
June.
Underlying data can be pasted when the following conditions are met:
You are pasting data to a single target cell. Cells that aggregate up to the target cell will also be affected.
You are copying across two time periods at the same level, for example, December and January, or you are copying
across two different leaf members, for example, from one sales manager to another.
The source cell that you copied is visible.
When these conditions are not met, you are prompted to paste the overall value instead. In this case, the behavior is the same
as typing the value into the cell. The distribution of the copied value among the leaf members is determined by the existing
proportions between those members if the cell already has a value. Only the aggregated value of the source cell’s leaf members
has been copied.
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 Note
Copying and pasting details isn’t supported with a BPC live data connection. You can still copy and paste overall values,
though.
If you want to specify which paste operation to use, you can select Edit Paste Special from the toolbar. You can then choose to
Paste overall value or Paste details to include underlying values, and set the selected option as the default for future Paste
Special operations.
Copying with Percentage Data

You can copy and paste to and from table cells that show percentages. When copying and pasting between percentage cells and
numerical cells in a table or in an external spreadsheet, 100% is treated as a numerical value of 1.
Copying and Pasting Multiple Values

A rectangular group of selected cell values can also be copied and pasted to multiple cells in a table. In this case, cell values are
pasted as overall values.
 Note
If the area that you are pasting to contains cell references, you cannot paste multiple cells to that area. You will need to copy
and paste values individually, or paste to a different area.
This type of operation can also be performed by selecting a source area and dragging the bottom right corner of the region
horizontally or vertically to include the target area. For example, you could select several account values for January and
February 2019 and drag them to the December 2019 cell to paste the January and February data to alternating months for the
rest of the year. If the target region is larger than the source region, the copied values are repeated. If the target region is
smaller, not all of the source values are pasted.
Copying and Pasting with Empty Cells
The destination cells can be booked values, unbooked values, or a mix of both. When there is a mix of booked and unbooked
target cells, the proportions between the child members of booked cells are maintained before and after the operation.
When copying from a grid or an external spreadsheet, cells that are empty or that contain the en dash (–) character are
treated as unbooked. You can therefore copy and paste data from an external spreadsheet to a region of unbooked cells while
keeping some of the target cells unbooked. However, an unbooked value cannot be pasted to a booked cell.
Pasting to More Than One Account or Measure
The target cells can belong to different accounts, as long as they use the same aggregation type. Note that copied values won’t
have their signs ipped if there are con icting target account types, such as income and expenses.
You can also paste to multiple measures in a model with measures.
Pasting to More Than One Hierarchy Level
If you paste to multiple levels of the same hierarchical dimension, values are pasted only to the child members in the target
cells, and the cells for parent members are calculated by aggregation. For example, if you paste to an area that contains values
for Q1, January, February, and March, then only January, February, and March are updated with the copied values. The new value
for Q1 is calculated by aggregating the monthly values.
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Avoiding Slow Performance
When there are multiple dimensions in the table, you can paste to different sets of members for each dimension. To avoid slow
performance, you'll be noti ed when you try to paste to an area that includes a large number of different sets.
Copying and Pasting on Calculations

You can paste overall values to a calculated measure or account if you've de ned an inverse formula for it. Underlying values
generally can't be included.
Pasting to currency conversions is also supported. For a model with measures, you can copy and paste overall values to or from
base currency measures and conversion measures. However, the values won't be converted. See Planning on Data in Multiple
Currencies for details.
Pasting to Aggregated Accounts
In some cases, you can paste underlying values to an empty aggregated account that has calculated subaccounts.
The cells of the calculated subaccounts do not receive any values directly, but the rest of the data is copied as usual. If the
copied data includes calculation inputs, the calculation will show the same values in the target cells.
For example, you may have created a blank version with an empty top-level account like Income Statement, which has several
calculated subaccounts. To quickly ll in the values, you can copy and paste the value of this account, including its underlying
records, from an existing version to the new version.
Say one of the Income Statement subaccounts is Revenue, calculated as Price * Units Sold. If Price and Units Sold don't
aggregate up to Income Statement, Revenue doesn’t receive any values in the new version. To get those values, you can copy
the calculation inputs: Price and Units Sold.
When you copy an aggregated account with calculated subaccounts, possible empty target cells will be highlighted. Source and
target cells need to belong to the same account, and meet the requirements for copying and pasting details. Also, the target
cell can't be a restricted measure or account.
Copying Across Restricted Measures

You can copy and paste between restricted accounts and measures. The target cells must be included in the restriction applied
to the account or measure, however.
In many cases, such as when you are copying from one period to another in a forecast layout, it's helpful to copy the underlying
values of the source cell. You can copy underlying values across restricted accounts and measures when a few conditions are
met:
They are both restricted along the same dimensions.
A single member is chosen for each restricted dimension. For example, Date = "2020".
Each restricted dimension other than the date dimension is restricted to a leaf member.
The date dimension is restricted to the same level, for example, Date = 2019 and Date = 2020.
Related Information
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You can cut and paste cells to paste the values while deleting them from the source cells.
Cut and paste by selecting source cells and pressing Ctrl + X or Cmd + X , then selecting target cells and pressing Ctrl
+ V or Cmd + V .
In most cases, the cell that you cut will become unbooked when you paste the value. There are a few exceptions, though:
If the value of the source cell cannot be deleted, it will only be copied. You'll see a message in this case. See Deleting
Values in a Table for a list of restrictions.
If you cut a group of cells and paste to an overlapping group of cells, new values are pasted to the overlapping cells.
If you cut a cell and paste it to a cell that aggregates up to the source cell, the source cell keeps its original value. For
example, you can cut from 2020 and paste to December 2020. In this case, 2020 keeps the same value but only
December is booked.
Otherwise, cutting and pasting cells works like copying and pasting them. For example:
Where possible, you'll paste underlying records by default.
You can cut multiple cells.
You can cut and paste across different tables, or between custom cells and cells with model data.
You can undo the operation to get the previous values back. If you cut and paste across versions, you can undo the
change separately for each version.
For more details, see Copying and Pasting Cell Values.
About Value Lock Management

How to prioritize locks and data entry for table cells.
When you lock a table cell, the value in that cell will not be updated when you make changes to the data. By default, data entry
processes have lower priority than cell locks. If you want to give data entry processes higher priority, you can change the order
of the locks.
Set Lock Priority

You can rearrange locks in the Value Lock Management panel to change their priority. After you move one lock, priority values
appear for all locks. The rst item in the list (lock or data entry process) shows priority 1, which is the highest priority.
To rearrange the locks, use the following procedure.
2. From Tools, select Value Lock Management.
3. In the Value Lock Order section, select a lock and drag it higher or lower.
When you release the lock, each lock now shows a value: 1 is the highest priority.
4. Continue to drag the locks to your desired positions in the list.
5. When you are nished and want to close the panel, select Done.
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Set Multiple Locks

You can set locks individually in the table (by selecting a cell and then using Lock cell for each lock) or you can use the Value
Lock Management panel to quickly lock multiple cells.
To use the panel to apply locks, use the following procedure:
2. From Tools, select Value Lock Management.
3. In the Value Lock Management panel, select (Create Locks).
4. Select the cells in the table to apply locks to.
5. When nished setting locks, select (Create Locks).
6. To close the panel, select Done.
About Validation Rule Checks

After de ning validation rules for a model, in a story based on this model, planners can only enter data for the valid dimension
member combinations speci ed in the validation rule.
If the planning users add all the dimensions that are de ned in at least one of the rules to the table, all invalid data that couldn't
pass the validation rules will be marked with validation warnings. Parent-level data will be marked as invalid only if all the base-
cell data are invalid. Unbooked cells that are invalid are disabled for data entry. For more information, see About Validation
Warnings.
If the planning users disaggregate the values in such a story, booked data have higher priority than unbooked data:
If the planning users disaggregate a value to both valid and invalid booked data, the value will only be disaggregated to
the valid booked cells.
If the planning users disaggregate a value to both valid and invalid unbooked data, the value will only be disaggregated to
the valid unbooked cells.
If the planning users disaggregate a value to invalid booked data and valid unbooked data, the value will be
disaggregated to the booked invalid cells and an error message will inform the users that the disaggregation failed.
About Validation Warnings

When entering data into a table, validation warnings help you to quickly identify which cells are invalid for data entry due to
validation rules that have been de ned for the underlying planning model.
Make sure you've added all dimensions to the table axes (either to the rows or to the columns) that are used in at least one of
the validation rules de ned for this model.
Invalid cells will be marked with a warning icon in all versions (except the versions of the Actual category), as you can see in this
example:
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What You Can Do

In these invalid cells, you can delete the values that had been added manually or by a data action before the validation rule was
created, and you can enter plan data for your private version. However, your data entries will be reverted when you publish your
version.
If you don't want to have the warnings displayed, you can turn them off from the table actions menu: Choose Table Functions in
the menu for body cells or choose (More Actions) and then Show/Hide Validation Warning .
Hierarchies
The validation status of parent nodes depends on the validation status of all child members. Independent of whether the parent
node is collapsed or expanded, or if there are lters applied and some child members aren't visible, the system calculates the
validation status of parent nodes based on all its child members available in the master data.
This means that parent nodes are input-disabled only if all available members (regardless of having booked or unbooked data)
are marked as invalid (booked data) or are input-disabled (unbooked data). Input-disabled cells are displayed with a grey dash
character (-).
Unbooked Data Cells

Unbooked data cells that are invalid for data entry are input-disabled, a grey dash character (-) indicates that you can't enter
data.
Unassigned Members (#)

The validation status of unassigned members depends on the assigned members:
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If one member of a dimension is valid, the unassigned members are also valid for data entry.
If all assigned members of a dimension are invalid, the unassigned members are invalid, as well.
Related Information
Validation Rules
Deleting Values in a Table

You can delete values in a table to remove them from a public or private version of a planning model, or to simulate changes to
embedded data.
You can delete data values from a table by selecting a cell or multiple cells and then pressing Delete . You are able to delete
from public versions and private versions.
How Deleting Values Works

When you choose to delete a value, keep the following information in mind:
Delete removes the value instead of setting the cell value to zero.
When publishing, the deletions are propagated to the public version for those values that were already present in the
private version when it was created.
You can use the history feature to undo and redo delete actions.
In Mass Data Entry mode, delete followed by copy & paste operates as a simple value change, not a redistribution.
For rst or last accounts, delete removes all data in the time span of the node (for example, the whole year).
Limitations
There are some things that you need to be aware of when deleting values:
Deleting values may affect performance for queries and planning.
You can't use delete in assignee versions of input schedules or in BPC write-back models.
Delete doesn't work for formula accounts with inverse formulas.
Delete doesn’t work in tables that have cell locks. Unlock all cells in your table before deleting values.
 Note
You can also cut and paste cell values. The cut cell values are deleted when you paste them. For more details, see Cutting
and Pasting Cell Values.

Use the planning panel to quickly move values in a table.
The panel can help if you’re working on a task that’s too complex for basic data entry and copying and pasting, but doesn’t need
a structured data action or allocation process.
For example, you might have an unassigned overhead cost that you want to spread to a few different cost centers, or maybe
you need to redistribute sales volumes among different regions without changing the overall volume. These tasks are difficult
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with basic spreadsheet applications, but you can handle them quickly with the planning panel.
There are two types of operations:
Distributing a source value to one or more target cells. See Distributing Cell Values for detailed steps.
Redistributing the values of a group of cells. See Redistributing Cell Values for detailed steps.
You can switch between operation types as you work with the panel.
Options such as custom source values and different driver types let you carry out more scenarios with the panel. You can also
allocate along multiple dimensions in one step, and pick target cells from different hierarchy levels.
If you like to use your keyboard for planning tasks, you can also use shortcuts to navigate in the grid and do all your data entry
and distribution without the mouse. See Keyboard Command List for Tables for details.
You can see previews of the new values as you work, and then apply all the changes together when you nish the operation.
Related Information
Distributing Cell Values
Redistributing Cell Values

Distribute operations can help when you need to assign a value to a group of cells, or distribute a value from a source cell to a
group of cells.
Context
For example, if your travel expenses are higher than budgeted partway through the year, you might want to assign the variance
to the upcoming forecast periods. This way, you’ll set new targets that reduce your costs enough to meet the budget.
Procedure
1. Select a source cell that contains the amount to distribute. It doesn’t need to be an editable cell.
(If you want to type your own source value, you can do that after opening the panel.)
In this case, you’ll select the variance for travel expenses, which is calculated by a formula.
2. Open the planning panel by right-clicking the cell and selecting Distribute Value.
There are a few other ways to open the panel, too:
Select Distribute Values .
Press Ctrl + Alt + D .
Type ? in the source cell, on its own or followed by a value, and press Enter .
The Planning Panel opens, showing the location and value of the source cell.
3. Con gure the source value as necessary with the following options:
Typing a new source value: This lets you assign any amount without referencing a source cell.
Lock the source cell: If you have a value booked directly to a parent member, this option lets you spread it to its
leaf members. It’s enabled by default in this case. See Entering Values with Multiple Hierarchies for details.
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(Select source cell): Select to pick a different source cell from the table.
Distribute: Open this list to switch to a Redistribute operation.
Book as additional amount: With this option enabled, the operation won’t deplete the source cell. So instead of
moving values from one place to another, you’ll just book the value to your targets.
In this example, Book as additional amount is mandatory because the variance is calculated by a formula and isn’t
editable.
4. Choose your target cells.
You might also see some recommendations for common operations that you can set up with one click.
Otherwise, activate the (Add Target) button next to Where to? and select cells in the grid. You can also use the
keyboard to navigate through the grid and type values into your target cells.
The target area can include cells on different levels of a hierarchy, from different members of multiple dimensions, and
from different measures.
If you’re choosing different accounts, you won’t be able to select account types that are incompatible with the source or
with other targets, such as income and expenses.
 Note
If you select a group of dependent cells, such as EMEA, Germany, and Frankfurt, or Gross Margin and Total
Revenue, you’ll only be able to enter values for one of them. Cells that are dependent on the source cell are
greyed out and can’t be picked as targets unless Book as additional amount is selected.
The planning panel doesn’t carry out currency conversion when your operation involves source and target cells
with different currencies. Only the numeric values are distributed. In a model with measures, you can use
conversion steps in data actions to copy data with currency conversion. For details, see Convert Currencies in
a Data Action.
To assign the variance, you’ll select travel expenses for the forecast quarters for the rest of the year.
5. From the Cell list, choose whether to overwrite existing target cell values, or append the new values.
In this case, you’ll use Append to add the variance to the existing forecast.
6. Use the Driver list to choose how to set the target cell values.
Input Values: Add the exact target values, either in the table or in the panel.
Input Weights: Set proportional weights for each cell. For example, if you want to get weights from a different
time period, you could copy and paste those values from the table.
Equally: Divide the source value equally among the cells.
Proportionally: Use the existing proportions between the cells.
For distributing variance, it makes sense to divide the values proportionally between the remaining quarters.
7. Set values for the target cells.
If you chose Input Values or Input Weights, you can now set the target values by typing or copying and pasting. For Input
Values, you can also change values directly in the table. Simple formulas such as +10% are available in the table or panel,
too.
When you select a target, the table will highlight the cell. You can also hover over the cell coordinate to see its members.
If you need to remove any targets, use the (Remove target) button.
 Note
If your operation exceeds the number of decimal places or value range of a target measure, you’ll see an info icon in
the panel and some values might be rounded off when booked to the target cell. For details, see Limits on Value
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Ranges and Decimal Places for Measures.
8. Check the gures and then select Apply.
You can see a preview of the values in the table, and the percentage distribution next to the targets in the panel. If you
used input values that don’t add up to the total amount, you’ll see a warning beneath the targets. You can still apply the
operation in this case, though.
The table is updated to show your changes. The forecast travel expenses are reduced, bringing the variance back to 0.
Related Information
Redistribute operations in the planning panel let you change the proportions among a group of cells.
Context
Say you’ve just copied values for marketing expenses from 2020 to your 2021 plan, but as part of a new marketing strategy, you
want to change how the expenses are spread to different promotion channels.
Procedure
1. Select a group of source cells that includes the entire amount you want to redistribute.
The source area can include cells on different levels of a hierarchy, or from different members of multiple dimensions and
measures.
 Note
If you select a group of dependent cells, such as EMEA, Germany, and Frankfurt, or Gross Margin and Total
Revenue, you’ll only be able to enter values for one of them.
The planning panel doesn’t carry out currency conversion when your operation involves cells with different
currencies. Only the numeric values are redistributed. In a model with measures, you can use conversion steps
in data actions to copy data with currency conversion. For details, see Convert Currencies in a Data Action.
For example, you can select the marketing expenses account for different promotion channels in 2021, such as Online,
Printed Media, TV, and Radio.
2. Open the planning panel by right-clicking the cells and selecting Redistribute Values.
There are a few other ways to open the panel, too:
Select Distribute Values .
Press Ctrl + Alt + D .
Type ? in the source cell, on its own or followed by a value, and press Enter . (This starts a Distribute
operation.)
The Planning Panel opens. In the source area, it shows the aggregate value of the cells that you selected.
To change the target cells, activate the (Add target) button and select or deselect cells in the grid.
You can also select Redistribute to switch to a Distribute operation.
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3. From the Cell list, choose whether to overwrite existing target cell values, or append the new values.
In this case, you’ll use Overwrite to set new target values.
4. Use the Driver list to choose how to set the cell values.
Input Values: Add the exact target values, either in the table or in the panel.
Input Weights: Set proportional weights for each cell. For example, if you want to get weights from a different
time period, you could copy and paste those values from the table.
Equally: Divide the source value equally among the cells.
Proportionally: Use the existing proportions between the cells.
You just want to set out a ratio between the different promotion channels, so you choose Input Weights.
5. Set values for the target cells.
If you chose Input Values or Input Weights, you can now set the target values by typing or copying and pasting. For Input
Values, you can also change values directly in the table. Simple formulas such as +10% are available in the table or panel,
too.
When you select a target, the table will highlight the cell. You can also hover over the cell coordinate to see its members.
If you need to remove any targets, use the (Remove target) button.
 Note
If your operation exceeds the number of decimal places or value range of a target measure, you’ll see an info icon in
the panel and some values might be rounded off when booked to the target cell. For details, see Limits on Value
Ranges and Decimal Places for Measures.
6. Check the gures and then select Apply.
You can see a preview of the values in the table, and the percentage distribution next to the targets in the panel. If you
used input values that don’t add up to the total amount, you’ll see a warning beneath the targets. You can still apply the
operation in this case, though.
The table is updated to show your changes.
Related Information
The Version Management panel allows you to create and copy different versions of data. It also allows you to control who sees
those versions.
Version management ( ) allows you to use the existing categories in a table to create new private versions. It also allows you
to change the category when you create a new public version.
 Tip
Make sure you have chosen the correct planning model (from the panel's Data Source list) before you create private
versions or other public versions.
A version is a set of data from the database, viewed in a table. To control who can access a version, you make the versions
public, private, or shared.
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Public Versions
Public versions are stored in the raw model data in the database.
Access to this data is controlled by data privileges. If data access control is enabled for a dimension, a user must be assigned
the proper privileges in the Modeler to be able to view and edit values. In the modeler, users can also restrict view and edit
permissions for public versions.
Private Versions
Private versions are only visible to the creator of the version.
Use private versions to change or simulate plan values without making the changes visible to anyone else. When you save a
private version, it gets changed to a public version, and the private version is dropped.
Shared Versions
Shared versions are private versions that you allow other people to see.
You can choose to let other users read your shared data, or you can allow them to read and write the shared data. When you
share a version with multiple users and want to remove one of them, you must unshare the version and then re-share it.
Versions and the Category Dimension

The Category dimension can contain multiple versions. For example, a Budget category can contain an Optimistic version, a
Baseline version, and so on. Using Version Management, you can create versions within the given categories.
 Note
The Actual category can contain only one public version, which is named Actuals. However, the category can have multiple
private versions.
The following categories can be used in a table:
Actual
Budget
Planning
Forecast
Rolling Forecast
In a table or a chart, the Category dimension acts as a container for the different public and private versions that are available
to you. (Some data sources refer to this as a Version dimension instead of a Category dimension.)
Data is not aggregated across different versions in the Category dimension. When the Category dimension is added to an axis
of a table or chart, you can display multiple versions. When the Category dimension is removed from the axis, you work with a
single public or private version.
If you have de ned one or more calculations that restrict the Category dimension to a single version, these restricted measures
act as a lter on the Category dimension. When you remove the Category dimension from a table axis, you are not prompted to
lter the table to one version. Instead, the table displays only the calculations that restrict the Category dimension, and
calculations based on that dimension.
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Version Options
The Version Management panel shows several options for working with the versions.
Version Management Panel Options

Some options are for specific versions or specific situations (for example, editing).
Option Sub-option Description
(More) Undo Undo the last change.
Redo Redo (reapply) the change that was undone.
History Open the History panel to see a list of changes.
Share
Read Only - Others can view the version.
Read and Write - Others can edit the version.
Unshare - Stop sharing the version.
Revert Removes unsaved changes and resets the public version.

Changes
Delete Deletes the version.
Details The following information is displayed in the Details panel:
Name
Access Rights (public versions)
Category
Type
Model
Rate Version (currency model)
Currency (currency model)
Created date (private versions)
(Copy) Creates a private version.
(Publish) Publish Publishes your work as an update to a public version.
Publish As Creates a new public version.
Related Information
Creating Versions
Finalizing Public Version Edits
Creating Versions
To create a new version, copy an existing version to a private version and then edit the new version.
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Context
You can create a private version by dragging a public version to the private version section of the Version management panel,
but you will not be able to rename the new version or select what data to copy.
If your table shows the version dimension, you can also right-click a version header and select Version Copy Version .
Procedure
1. Select a table.
2. From the toolbar, select (Version Management).
The version management panel is displayed.
3. Locate the version that you want to copy and choose (Copy).
4. In the Copy Data to a Private Version dialog, enter a name for the version.
5. Leave the default Category, or change it to something else.
6. To copy values from the version, select one of the following options:
Option Description
Copy all data Copies all existing data.
Copy the visible data Copies only the data that is visible based on the current story
and page lters.
Choose which data to copy Change the lter values for the new private version.
Create a blank version Creates an empty version.
 Note
If your private version exceeds the size limit set up for the model, you’ll see a warning. You can still create the version,
but performance may be affected due to its size. For better performance, consider creating a private version and
selecting Choose which data to copy, and then ltering the data to reduce the size of the version.
7. If currency conversion is enabled, there may be more options:
Change conversion: If you're working with a classic account model and your table shows multiple currency rows or
columns, you can select the currency conversion that you want to use for planning.
This isn't necessary for a model with measures, since you can plan on all of its currency conversions.
Rate Version: If any rate versions are available, you can choose one to apply those speci c conversion rates
instead of general rates for the category.
For a classic account model, you need to choose the base currency (for example, local currency) as your
conversion to apply a rate version.
For details about planning with currencies, see Planning on Data in Multiple Currencies.
8. Select OK.
If you chose Re ne Filter, the Set Filters for Account dialog appears; select your new lter options, and then select OK.
The new version is added to the table.
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Results
You can now modify the data in the new private version.
Related Information

You can save a private version to make it public, either in the same category or as a different category. You can also save edits
to public versions.
Context
When you save a private version that has multiple currencies, the data is displayed in the correct currencies.
If you have added comments to the private version, those comments will also be published to the public version. If you don't
want the comments published, de-select the option for Include comments. (You can't de-select the comments option when you
drag the private version to the public versions section; the comments will be published.)
Procedure
1. Select a table.
2. From the Tools menu, select (Version Management).
3. Locate the version that you want to save and choose one of the following:
(Publish) Publish publishes your work as an update to a public version.
Choose the version, and then select OK. By default, the selected version is the one that was initially copied to
create this private version.
If you choose a different public version, you can decide whether to publish the entire version (Publish all data) or
only publish the data that was changed in the private version after its creation. For models with measures, all
measure values will be published for each set of leaf members that has updates to any of its measures. See
Treatment of Measures from the Same Set of Dimension Members for details about this behavior.
Many of the public version's values could be overwritten when you update it from a different private version, so
you should have a good understanding of the differences between the versions before publishing.
(Publish) Publish As creates a new public version.
Select a category, for example Forecast, enter a name for the new version, and then choose OK.
Drag the private version to the Public Versions section.
If you chose to save a new version, the version is now available in the Public Versions section of the Version Management
panel. If you chose to update a version, the version is updated. If you saved or dragged a private version, the original
private version is no longer available in the Version Management panel.
 Note
If data access control is enabled for a dimension in the model, it restricts changes to data in public versions, but not in
private versions. In a private version, you may want to simulate a scenario that involves changing dimension members
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for which you do not have Write permissions, for example. In this case, you cannot save the changes to those
members to a public version. Only members for which you have Write permissions will be updated. For more
information about data access control, see Setting Up Data Access Control.
4. When you are nished, Close the version management panel.
Related Information
Creating Versions

You can share a private version of a table with other users. You can choose to make the version read-only, or allow others to edit
it.
Procedure
1. Select the table that has the private version that you want to share.
2. From the toolbar, select (Version Management).
3. Select the private version from the list and then select More Share : choose either Read Only or Read and
Write.
4. In the dialog that appears, choose the users and then choose OK.
Results
The private version is shared and a noti cation is sent. The users can now modify the data.
 Note
If you gave the users write access to a shared private version, they may be able to delete it.
 Restriction
Only the owner of the private version can see the version history details.
Related Information
Editing a public version creates a temporary private version.
Context
When you begin editing data in a public version, a private version is created. Other people cannot see your changes and you
cannot see their changes.
You can edit different versions in a table as well as versions in multiple tables in your story.
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 Note
You can leave the story or analytic application without publishing or reverting your edits, and resume editing later.
However, it’s a best practice to publish your changes frequently when working with public versions. If other users
publish their own edits while you have the same version in edit mode, your changes will overwrite theirs when you
publish.
You may see a warning when you start to edit a large version. You can still edit the version, but performance may be
affected due to its size. For better performance, consider creating a private version and selecting Choose which data
to copy, and then ltering the data to reduce the size of the version. See Creating Versions for more details.
Procedure
During the editing process, you can stop or revert your changes with one of the following options:
From the menu, select Version Management; in the Version management panel, do one of the following:
Undo or Redo:
Choose your version and then select either Undo or Redo .
Version History: go to a speci c edit without having to undo all the other edits one by one.
a. Choose your version and then select Version History .
b. In the Version History panel, select the edit that you want to go back to.
Your changes are rolled back or reset to the chosen edit.
c. Close the panel.
Revert Changes: removes all the changes and resets the public version.
a. Choose your version and then select Revert Changes .
b. To revert all the changes, select OK.
From the toolbar, select Publish Data to publish all public versions of the model that you're currently editing, or select
the arrow next to Publish Data and choose Advanced... to pick an option for each public version:
Next to each version, select either (Revert) or (Publish)
To update all the versions at once, select either Revert All or Publish All.
Related Information

When you have nished editing your public version, your edits can either be discarded or published to a public version.
Context
When you begin editing data in a public version, a private version is created. Other people cannot see your changes and you
cannot see their changes. When you have nished an editing session, you can choose whether to discard your changes or
publish them to the original public version.
Procedure
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1. After you have nished your edits, do one of the following actions:
To quickly publish all of the public versions that you are editing, select Publish Data from the toolbar. In the Publish
Data window, you'll have a chance to check which versions are involved.
Leave your story: select Stories, or some other option from the main menu.
From the toolbar, select Publish Data Advanced... .
A dialog appears, prompting you to revert your changes or publish them.
2. Choose one of the following options:
Next to each version, select either (Revert) or (Publish).
To update all the versions at once, select either Revert All or Publish All.
3. Select OK.
4. If prompted, select either Leave Page or Cancel.
Related Information
Use the history panel to quickly undo or redo private version changes.
The Version History panel displays changes that you make to data in a Private version. You can undo or redo those changes by
selecting the revision (change) that you want to go back to.
To access the Version History panel, open the Tools menu from the toolbar and select Version History.
If the version dimension is added to your table, you can also right-click the header of a version with unpublished changes and
select History.
History Panel Options

In the panel, you can show the history of private versions and public versions in edit mode. Choose a version in a table, or pick a
model and version from the lists in the panel.
The list of changes for the selected version is displayed. When you select one of the changes in the list, the data in the table is
reverted to that state, similar to pressing undo several times. The Now label moves to the selected step in the panel.
To redo changes, select an action that is higher in the list than Now. That becomes the current state and is labeled Now.
Related Information
About Input Tasks
You can create an input task that requests colleagues to provide additional data.
Input tasks are used to gather feedback or additional information from colleagues. A task is created and sent to the colleague,
who adds the requested information and then returns the task.
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Setting Up the Table

To create an input task, you must have a table that has the following criteria:
Is on a Canvas page or a Responsive page.
Uses a Planning model.
Is based on a model that has either one or more dimensions with responsible users assigned to the dimension members,
or at least with the Responsible setting enabled so that a user can be set as responsible on the input task Summary
page by selecting a substitute under Available Assignees.
 Example
For example, the model may have an Organization dimension with users responsible for different regions or
departments, and a Product dimension with users responsible for different groups of products.
Has one active private version.
Your table can include the Cross Calculations dimension and restricted measure calculations. The assignee lls in numbers for
the restricted calculations, including adding numbers to unbooked cells.
If you include a value driver tree based on the same model as the table, the assignee can also provide input by performing
simulations on the value driver tree.
Creating and Reviewing Input Tasks

When the task is created, a Summary page is added to your story.
After you have created the task, you can review its status by browsing to Files Input Forms , and then selecting the task.
You can also review the input task in the Calendar. The calendar view of the input task shows dates, people assigned to the task,
and a Context section that lets you see which model is used for the task.
Multiple Currencies and Tasks

When your model has multiple currencies, you also need to consider the following criteria for your task:
The private version that you create uses the same currency as your source version.
The person that creates the task sees the data in the initial currency.
The assignees see data in the currency of the organization they are responsible for.
Related Information
Working with an Assigned Input Task
Create an input task for your story to gather data from colleagues.
Prerequisites
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Make sure you have the Maintain permission for the underlying planning model. You need a table with at least one active private
version before you can create an input task. Also, if your model has multiple currencies, you can use only one currency when
creating the input task.
 Note
Any pages that you have hidden will not be included in the input task.
Context
When creating an input task, you and the people you assign to the task work on a private version of the story. The original story
won't be affected, changed data will only be visible to others after the input task has been completed and you've published the
private version.
Procedure
1. From Tools, select Create Input Task.
The input task Summary page opens.
2. Enter a Title for the task.
3. Optional: Enter a description.
4. To set a due date, choose calendar and pick a date that is in the future.
 Note
You can't set a start date, the input task will start immediately once you sent it to the assignee(s).
5. Optional: Con gure the completion settings for your input task and click Add Completion Settings.
a. In the Set Final Status dialog box, turn on Discontinue the task at due date automatically.
b. Decide what to do with the information that has been gathered:
Keep status Canceled: no information will be saved.
Change status to Accomplished: all data that had been submitted will be approved and stored, even for
Declined tasks.
c. Click OK to close the dialog box.
6. Optional: Create a reminder for the task:
a. Choose Click to Add Reminder.
b. In the Add Reminder dialog, specify how many days before the due date the reminder is to be sent.
c. Choose Add.
7. In the Models area, select a model and expand its menu.
8. To assign the task, select assignees from the Available Assignees column.
The available assignees are users who are identi ed in the model as responsible for a dimension member.
 Tip
For a large hierarchy, you can select to search for members or assignees, and you can reduce the long list of
members by turning on the option for Show members with assignees only.
The chosen values are displayed in Selected Assignees.
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To assign the task to a different assignee, or if there is no responsible person de ned for a dimension member in the
model, do the following:
a. Find the current assignee in the Available Assignees list, or select the dimension member that's missing a
responsible person, and choose (Select Substitute).
b. From the Select Users dialog, select your substitute. (You can also use this dialog to clear the substitute
assignee: just select Reset Substitute.)
c. Select OK.
To reset all substitute assignees back to the default assignees, on the Summary page, select Reset to All Original
Assignees.
9. Optional: Select Assignee can see other assignees.
10. Select Send.
Results
The task is sent to the assignees and an Input Form is created. The Summary page is displayed, showing the current status of
the input tasks. You can see at a glance whether assignees have accepted the tasks or made any progress on them.
 Note
Only you as the creator have the overview of the overall status.
Next Steps
If you need to change an assignee after the task has started, do the following:
1. From your Selected Assignees list, beside the assignee you wish to change, select Change User.
2. In the dialog, select a new user and then select OK.
The task will be reassigned.
If needed, you can also remove an assignee by clicking Remove User. If all assignees of the task are removed, the input task
is set to Canceled.
Related Information
About Input Tasks

When a task is assigned to you, learn how to work on it, or how you can decline it.
Context
You received a noti cation about an input task that has been assigned to you. You have the option to work on the task or decline
it.
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If you decline a task, the approver can choose to exempt you from that task. When that happens, you will no longer have access
to the task details.
Procedure
1. Access the task in one of the following ways:
Open (Noti cations) and choose the task.
Go to the Calendar and select your input task there. The Task panel appears, where you can open the attached
work le to access your input task.
Go to the Files page, open the Input Forms folder and navigate to your input task.
The Summary page in the story is displayed.
2. To decline the task, do one of the following:
To decline one task, for that task select (Decline).
You can add a comment before selecting Decline.
To decline all tasks, at the bottom of the page select Decline Task.
A message is sent to the approver.
The approver can reopen the task and send it back to you.
3. To work on the task, select your organization from Active members.
The story switches to the input task page.
a. Edit the data in the table or make other changes.
To undo or redo changes, from the toolbar, select (History). In the history panel, select the revision that you
want to keep.
b. After you have completed working with the task, select the Summary page.
c. Select Submit.
d. (Optional) Add a comment.
e. Select Submit.
A message is sent to the approver.
Results
Once a task has been completed, you can view the nal details.
Related Information
As the creator of an input task you also act as approver, and mark an input task as completed or provide other feedback based
on how the task is returned to you.
Input tasks are sent to assignees. The assignees make changes to the data, or they decline the task. In both situations, the task
comes back to you and you mark it as completed.
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Working with tasks involves one or more of the following situations:
Check the approval status of Input Tasks
Assignee accepts the Input Task
Assignee declines the Input Task
Sending a Reminder
Assign the Input Task to a Substitute
Removing an Assignee
Complete the Input Task
Check Approval Status of Input Tasks

The Summary page for a task shows the current approval status for input tasks.
Default view: see a high-level view of the number of assignees for each type of status (In Progress, Open, Declined,
and so on).
Hierarchy view: expand to see the status for each assignee.
The overall status shows Partially Accomplished if some assignees have accomplished their tasks and some have not
nished or have canceled.
Assignee Accepts Input Task

After an assignee completes an input task, you receive a noti cation to that effect.
1. Access the task in one of the following ways:
Open (Noti cations) and choose the task.
On the Home screen, open the input task from the Calendar Highlights tile or the Recent Stories tile.
Go to the Calendar and select your input task there. The Task panel appears, where you can open the attached
work le to access your input task.
Go to the Files page, open the Input Forms folder and navigate to your input task.
The Summary page shows the updated status of the task.
2. To view the input from an assignee:
a. Under Selected Assignees, select the assignee.
The story switches to the input task page.
b. When you are satis ed with the results, go back to the Summary page, locate the assignee, and then select
(Approve).
 Tip
If you have received feedback from all assignees and are satis ed with it, select Approve All.
The status for the assignee changes to Accomplished.
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If you decide that the feedback is inaccurate or incomplete, you can select (Reject). The system sends the input task back to
the assignee.
Assignee Declines Input Task

An assignee can choose to Decline the input task. When that happens, the approver has the option to exempt that assignee
(select (Approve)), or to (Reject) the task to the assignee for a response.
When the approver exempts the assignee, the status changes to Canceled, and the assignee no longer has permission to view
the input task details.
Sending a Reminder
You can send a reminder to all assignees who have not yet completed the task.
1. On the Summary page, select Immediate Reminder.
2. Enter a text to remind the assignees of their tasks.
3. Click Send.
Assigning the Input Task to a Substitute

You can choose to assign the task to a different person.
To assign the task to a different assignee, do the following:
1. Find the current assignee in the Selected Assignees list and choose (Change User).
2. From the Change User dialog, select the substitute.
3. Select OK.
All dimensions that were assigned to the original person are now assigned to the substitute.
Removing an Assignee
You can remove an assignee from the task – even if the task is in progress – as long as that assignee has not already submitted
their results.
To remove the assignee, nd the assignee in the Selected Assignees list and choose (Remove User). The assignee is
removed; they will also receive a noti cation that they have been removed.
If all assignees of the task are removed, the input task is set to Canceled.
Completing an Input Task

Once you have dealt with the input from all assignees, either by approving or exempting, and all assigned tasks are
accomplished, the data that has been entered by the assignees is transmitted to the original story. After you've published your
private version of the story, the data will be public for everyone who can see the story.
You can discontinue an input task at any time, even if the assignees have not submitted feedback yet. When you click
Discontinue, you can set the status for all assigned tasks in the Discontinue Input Event dialog box. Decide what to do with the
information that has been gathered depending on the status of the assignee:
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Keep status Canceled: no information will be saved.
Change status to Accomplished: all data that had been submitted will be approved and stored, even for Declined tasks.
For models with different currencies, you have the exibility to plan on any available currency. However, most planning
operations don’t apply currency conversion when copying data across currencies or disaggregating it to multiple currencies, so
messages will let you know when this happens.
Planning with Currency Conversion in a Different Model Types
Models with Measures
Models with measures offer a couple of advantages for planning with currency conversion:
You don’t have to pick a single planning currency when you start planning on a version. You can enter data on base
measures or currency conversion measures and immediately see the updated values for the other dependent measures.
You can copy data across different currencies using a currency conversion step in a data action. See Convert Currencies
in a Data Action for details.
Models no longer limit the number of conversions that you can analyze and plan on in a story or analytic application.
Classic Account Models
In this model type, you pick whether to plan on the base currency values or a currency conversion when start planning on a
version. You set the currency explicitly when creating a private version, and for a public version in edit mode it's set by the rst
value that you change. You won't be able to enter values outside that currency, and if you plan on a currency conversion the
other currencies won’t show values until you publish the version.
See About Version Management for more information about copying and publishing versions.
Planning Across Currencies

Except with a conversion step in a data action, source values aren't converted when copying or disaggregating data across
different currencies. For example:
If you copy a value of 500 USD to a cell that displays a value in Euros, the resulting value is 500 Euros.
If you enter 1 million to an unbooked account for North America while planning in local currencies, it could result in values
of 500,000 CAD for Canada and 500,000 USD for the United States. The numerical value is divided evenly, but not the
monetary value.
Data entry on North America
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Automatic spreading to Canadian and US dollars
In cases such as this one, a message appears to let you know that data has been entered in multiple different currencies. To
avoid this, you can plan on a single xed currency instead, and the values will be properly disaggregated and then converted to
the local currencies.
In a model with measures, you can also use conversion steps to copy and convert data in multiple currencies to a base measure
with a xed currency, which can then be used for planning.
 Note
When a parent member has a booked value and child members that display multiple currencies, the parent member does
not support planning operations. Data cannot be disaggregated to multiple currencies with booked values.
Messages are also displayed when you create an allocation process or a data action that copies data between different
currencies. For example:
Setting the currency dimension as a target in an allocation step.
Using the currency dimension in a copy rule or as the Aggregate To dimension.
Copying data across measures with different currencies, without using a conversion step.
Related Information
Example: Applying a Rate Version to a Forecast

This example describes how currency conversion features can help you adjust forecasts when exchange rate predictions
change.
Your organization uses a currency-enabled planning model to perform planning tasks, including forecasting.
Each quarter, you and your colleagues are responsible for creating a new forecast for the year by copying the forecast from the
previous quarter, updating the gures based on changing assumptions, and publishing the forecast as a new public version.
Currently, you have a forecast for the year created in Q1 with the following data, displayed in a xed USD currency conversion:
A B C D
1 CATEGORY Forecast
2 VERSION ForecastQ1
3 ACCOUNT ORGANIZATION
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A B C D
4 Expenses World $3 820 000
5 EU $3 300 000
6 North America $520 000
So far, no changes are required for the ForecastQ2 values. However, predictions about the value of the US dollar have shifted,
so you need to adjust the conversion rates applied to ForecastQ2. Because you want to be able to compare the scenarios
presented in each forecast, including different exchange rate assumptions, you don’t want to simply change the rates that apply
to all forecasts for the year.
To do this, you can create a new rate version to apply to ForecastQ2. The ForecastQ1 version uses the default rates for the
Forecast category. You can copy these rates to a new rate version for ForecastQ2 and then update the rates for Q3 and Q4.
1. You select Browse Currencies and choose the currency table for the model.
2. You select next to the Category column header in the currency table, and select Forecast from the Filter section to
show only the Forecast rates. Note that there is no Rate Version, because these are generic rates for the Forecast
category.
A B C D E F
Source Currency Valid From Target Currency Category Rate Version Rate
1 USD 2017.01.01 EUR Forecast 0.95
2 EUR 2017.01.01 USD Forecast 1.05
5 USD 2017.06.01 EUR Forecast 1
6 EUR 2017.06.01 USD Forecast 1
3. To quickly create a new rate version, you copy and paste all of these cells below the existing data. To specify a rate
version, set the Category to Speci c for the rst of the new cells and then select the bottom right corner of the cell and
drag it to the other rate version cells to copy the value. Next, add a name in the Rate Version column, such as Q2Rate.
You can then update the exchange rates for the new rate version by typing values in the Rate column, and then save the
Currency table.
A B C D E F
Source Currency Valid From Target Currency Category Rate Version Rate
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A B C D E F
5 USD 2017.06.01 EUR Forecast 1
6 EUR 2017.06.01 USD Forecast 1
9 USD 2017.01.01 EUR Speci c Q2Rate 0.95
10 EUR 2017.01.01 USD Speci c Q2Rate 1.05
4. You can now return to editing the story to create a new forecast version that uses the Q2Rate exchange rates. For a
model with measures, you can just copy the version and select the Q2Rate from the Rate Version list.
For a classic account model, the table needs to display local currencies (that is, the unconverted base currency data in
your model). To do this, you add the Cross Calculations dimension to the table by selecting Add Measures/Dimensions
under the Columns heading of the Builder pane, and choosing Cross Calculations. You then select (Manage Filters)
next to the Cross Calculations dimension and choose Local Currency as well as Default Currency (USD), and select OK.
5. From the Tools menu, you select (Version Management) and choose (Copy) next to ForecastQ1. You name the
version ForecastQ2 and choose Q2Rate in the Rate Version list. (For a classic account model, you need to select Local
Currency in the Change conversion list rst).
You can use the same process to continue adding new forecast versions and adjusting exchange rates as necessary. You can
also apply rate versions to versions in different categories, or create currency conversions using the Calculation Editor to apply
speci c rate versions.
Related Information
The Formula Bar
Use the formula bar to calculate values in empty table rows and columns, or cells outside a table.
To show the formula bar, select from the toolbar in the Story page.
Choose a cell that has a formula applied to it, such as the header of a calculated row or column in a table, or a cell in a grid
outside a table. The formula is displayed by default. Choose the icon in the formula bar ( or ) to toggle between
displaying the formula and the text value.
You can add a formula to an empty cell in a grid, or to an empty row or column in a table. For more information about adding
formulas in table rows and columns, see Adding Calculated Rows and Columns in a Table.
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To add a formula, select an empty column or row header, or an empty cell outside a table, and start typing the formula text,
beginning with an equals sign (=). (If the formula is a long one, you may prefer to type it in the formula bar instead.)
You can use references to other cells, including cells that contain model data. To add a reference while typing a formula, type the
coordinate of the cell (for example, E6), or select the cell. You can also click and drag to select cell ranges, and click an existing
reference in the formula and select a new cell to update the reference. Each cell reference is identi ed by color in the cell and
the formula.
To see all formulas on the page, select Show Formulas .
You can also create calculations in a table or chart using the Calculation Editor. For more information, see Calculation Editor.
For a list of functions, see All Formulas and Calculations.
Keyboard Command List for Tables

A list of key combinations (keyboard shortcuts) that can be used to move around within tables or the Version Management
panel.
Many key combinations (shortcuts) are similar to those used in other programs, but not all of them.
In addition to the shortcuts, you can also select ranges (using the Shift key) or select speci c values (using the Ctrl or
Command key).
Table Cell Shortcuts

This list includes shortcuts that make it easier to navigate and manipulate data in tables and table cells.
On Windows, use the Ctrl key and on Mac use the Command key.
Command Key combination
Copy Ctrl + C
Command + C
Paste Ctrl + V
Command + V
Cut Ctrl + X
Command + X
Clear Delete
Select all Ctrl + A
Command + A
Move one cell: up, down, left, and right Arrow keys
Move to beginning of the row Home
Move to beginning of the sheet Ctrl + Home
Command + Home
Move down one screen Page Down
Move up one screen Page Up
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Complete cell entry and move up in the selection Shift + Enter
Shift + Return
Complete cell entry and move to the right in the selection Tab
Complete cell entry and move to the left in the selection Shift + Tab
Version Management Panel Shortcuts

You can drag information between the sections in the Version Management panel and you can use keyboard shortcuts.
Copy Ctrl + C
Command + C
Save Ctrl + Q
Command + Q
Save As Ctrl + S
Command + S
Undo Ctrl + Z
Command + Z
Redo Ctrl + Y
Command + Y
Revert Ctrl + R
Command + R
History Ctrl + H
Command + H
Details Ctrl + I
Command + I
Share in WRITE mode Ctrl + A
Command + A
Share in READ mode Ctrl + B
Command + B
Unshare Ctrl + U
Command + U
Delete single version Ctrl + D
Command + D
Delete multiple versions Ctrl + Backspace
Command + Backspace
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Close panel Ctrl + Esc
Command + Esc
Planning Panel Shortcuts

You can use the Planning Panel keyboard shortcuts along with the table shortcuts to quickly enter and move values.
Open Planning Panel Ctrl + Alt + D
(Applies to Mac as well as Windows.)
You can also enter ? in a cell, either on its own or followed by a

value (?100 or ?+10%, for example) to open the Planning Panel.
Apply Planning Panel operation Ctrl + Alt + Enter
Command + Alt + Enter
Migrating KPIs to Thresholds

Table KPIs from existing stories will be converted to Thresholds.
When you open an existing story that has tables with Key Performance Indicators (KPIs), the Table KPIs will automatically be
migrated to Story Thresholds.
 Note
The following things need to be considered before opening a story that contains KPIs:
KPI ranges are de ned for a table, but Threshold ranges are de ned for the story.
Migration could cause con icts at the story level.
KPI noti cations won't be migrated.
KPIs in the mobile app or pinned to the home page won't be migrated because they don't have a story container.
If you have multiple tables with different KPIs de ned on the same model and measure, then con icts can occur. Some of the
con icting KPIs are dropped and a warning message is shown in the affected tables. This message goes away after you
refresh or after you save and load the story.
Related Information
Creating Story-De ned Thresholds
Using Thresholds in Tables
Predictive Time Series Forecasting

When working with planning models, you can run predictive time series forecasts on your data within a story grid or table.
A predictive time-series forecast runs an algorithm on historical data to predict future values for a speci c measure in a
planning model. The forecasted values can be later used in the planning process. The prediction is only applied to the speci c
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selected measure; however, booked data will be overwritten if you choose to run a forecast over a cell containing historical data.
Other data in the version will not be impacted.
While running a predictive time series forecast, you can determine the time range for the prediction and the past time periods
to use as historical data.
 Note
You currently cannot run predictive forecasts on the following:
calculated measures
formulas
blended datasets
local currencies
on models with multiple time dimensions
in tables with locked cells
on measures with aggregation types Label or None
on time granularities less than monthly
Related Information
Running a Predictive Time Series Forecast
Running a Forecast in a Time Series or Line Chart
Running a Predictive Time Series Forecast
Using data from a planning model, you can run a time series forecast on a single cell in a table.
Prerequisites
You will need planning rights and a planning license to run a predictive time series forecast. You'll also need access to a table
with planning model data and a date dimension in the columns.
Procedure
1. Select a single table cell that can be edited. From the toolbar, select Tools Predictive Forecast .
The Create Predictive Forecast dialog is displayed.
2. Under Predictive Forecast Settings, specify the period you want to forecast.
Select an option under Granularity to specify the time granularity for the predictive forecast. Use the Predict From eld
to specify the starting point for the predictive forecast calculation. Under Predict To, specify a time period to end the
calculation.
 Restriction
By default, the lowest Granularity is Month. For scal years, Period is the lowest Granularity. Daily or weekly
granularity are not supported.
3. Under Advanced Options, specify options on how you want to run the predictive forecast.
6/29/2021
a. Under Algorithm, select one of the following options to create the forecast:
Automatic Forecast
Linear Regression
Triple Exponential Smoothing
b. If you do not want to have any negative values included in your results, under Output Values select Positive Only.
c. Under Use Data From, specify on what historical data you want to run the algorithm.
d. Select which Version to use for the forecast input data.
By default the Actual version is used.
4. When you are ready to run the predictive forecast, select Preview.
The time series forecast is displayed in the Preview Predictive Forecast dialog. The preview contains the past actual
values together with predicted values displayed as a graph and a table row. Upper and lower limits for the con dence
interval are also provided for the graph. The table rows contain the predicted values that will be added to the table. A
dashed line (originating from the rst point of the forecast) represents the predictive model applied to past periods.
 Note
You can preview the predicted values for booked cells after running a time series forecast.
For cells containing values, the cell's existing weighting is respected. For unbooked cells, the weighting of the reference
period is used.
5. To populate the table with the forecasted values, select OK.
A message indicates that the forecasted values were added to the table.
Related Information
Predictive Time Series Forecasting

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Story Page Types: Canvas, Responsive, or Grid?

Features Canvas Responsive Grid

Use the Styling tools to enhance the presentation.

Tips and Best Practices

Be aware of drill limitations.

Creating a Table Add a table to any story or analytic applications page.

Tasks - Adding Features

Tasks - Modifying Table Contents

Value Sorting Sort dimension values in a table.

Tasks - Formula and Calculations

Aggregation Aggregate values in a table.

Tasks - Currencies in Tables

Tasks - Entering Values in a Table

Tasks - Input Tasks

Tasks - Version Management

Creating Versions To create a new version, copy an existing version to a private

Tasks - Predictive Time Series Forecasting

You can add a table to any story or analytic applications page.

Rows contains “Account” and will be ltered to the rst account.

The drill level is set at 1.

Columns contains “Version” and will be ltered to the rst version.

In many cases, the rst version will be “Actual”.

Canvas or Responsive page:

A table is added to the page.

4. Use the Styling tab to customize the look of the table.

Optimized Presentation Table: Features and Limitations

Features in the Optimized Presentation table

Limitations in the Optimized Presentation table

Questions about table changes

Features in the Optimized Presentation table

CTRL + Click deselects the member.

ESC clears the whole selection.

Freeze dimension headers

Repeat dimension headers

Limitations in Optimized Presentation Table

Predictive Forecast preview

Questions about table changes

Question Reason, recommendation

Question Reason, recommendation

Data region: the cells containing numbers or charts.

Header region: the area that contains the dimensions.

Single cell: individual cells can also be selected.

The text is not cut oﬀ horizontally.

For each column, the longest text is used as a base width:

Question Reason, recommendation

Why do diﬀerent colors show up when I

The following sections are displayed in the Builder tab.

Rows and Columns

Show Totals: Show the sum of the dimension values.

Showing Unbooked Data, Totals, or Properties

Properties: In the dialog, select the properties to show.

Hiding Rows and Columns

Filters for the Date Dimension

Boardroom Keypad Slider