Concept: Recalculate On Demand Sheet Setting

In a typical Adaptive Planning instance, all the data in your model recalculates when you save a sheet. Example: You update the value for a child account of Revenue on the P&L sheet. All rollups, by account, level, and time update as soon as you save the sheet. In addition, all formulas that reference the account or any of rollup also recalculate. The benefit is that the data is always current, no matter where you are in the model. The cost is that the model, especially if it's a large model, has a large performance burden.

Recalculate On Demand alleviates that burden by isolating the data in cube and modeled sheets. You can make changes to the data and the model doesn't recalculate until you manually recalculate by clicking a button from the sheet toolbar. The benefit of using Recalculate On Demand is that it improves the performance of the model and the sheet, which can be helpful during periods of heavy updates. The cost is that the data isn't as current and you must remember to manually recalculate each sheet that has Recalculate On Demand.

You can also recalculate all sheets with Calculate On Demand enabled.

You should only enable this setting when the resulting improvement in performance is worth the ongoing administrative effort of recalculating manually.

You can recalculate other rows on a modeled sheet when a related row is changed by enabling the Recalculate on match setting to indicate the other rows you also want to recalculate when a given row changes.

Recalculate On Demand can help in these cases:

On very complicated, calculation-intense models. Example: A personnel sheet with thousands of employees where a portion of each employee's salary depends on the total personnel spend for a department or discipline.
On sheets that have rarely-changing data. Example: On cube sheets which calculate ratios based on prior year sales or expenses.

For cube sheets with or without Recalculate On Demand, the rollups always calculate because they aren't formula-based. You don't need to click the Recalculate Formulas button to update the rollups. With Recalculate On Demand, you do need to click the button to update any formula-driven data displaying on the sheet or elsewhere in the model.

For modeled sheets, without Recalculate On Demand, every new row and any changes to existing rows can trigger the recalculation of all rows and accounts in the sheet.

With Recalculate on Demand, you can:

The Recalculate Formulas button in the sheet toolbar, recalculates by level. To recalculate all levels, make sure that you select the top level before clicking the button.

In the modeled sheet settings, you can also determine which rows recalculate when a single row is changed. For custom dimension columns and text selector columns, you can enable the Recalculate on Match check box. With this option, when you edit a row, other rows with matching values recalculate automatically.

Example: The sheet has a Product dimension. You edit a row and change the cell value for Product from Sweaters to T-Shirts. All rows on the sheet with Sweaters and T-Shirts recalculate based on the change. You don't have click the Recalculate Formulas button.

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