Personal What-If Scenarios

With the 2024R1 release, we introduce what-if scenarios. With scenarios, we now enable you to test data changes in separate scenarios without affecting the data in your plan version. Reports and dashboards also support scenarios enabling you to build reports and charts to compare and analyze your changes. We also enable you to merge those changes with your plan versions with a few clicks.

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New Scenarios Option in the Main Menu

Release: 2024-03-09

We provide a new option in the main menu called Scenarios, which opens the Scenario Manager page. We also provide an Add New button, which enables you to create up to a total of 15 new scenarios. We enable you to base scenarios on any plan version that you can access.For your convenience, in the list of scenarios, we provide these columns that you can sort:

Scenario Name.

Base Version.

Created On.

Created By for users with the Manage Scenarios permission.

We also display the descriptions.We provide these options in the toolbar:

Search: Locates matches as you type.

All Versions: Filters the list by the base version.

Scenario Capacity Usage: Compares the number of scenarios you have to the maximum.

Trash: Deletes selected scenarios and the data changes you made in the scenarios.

See:

Concept: Personal Scenarios.

Create Personal Scenarios.

Scenario Tabs in the Left Panel

Release: 2024-03-09

We provide dynamic tabs on the Scenario Manager page based on your permissions:

For users with Access Scenario Manager permission or Create Scenarios permission, we don't provide any tabs. We provide a list of your scenarios.

For users with the Merge Scenarios permission, we provide the Personal and Merged tabs. The Personal tab displays all the scenarios that you created. The Merged tab displays all the scenarios that you merged.

For users with the Manage Scenarios permission, we provide the All Scenarios, Personal, and Merged tabs. All Scenarios displays the scenarios that you created and the scenarios that all other users created. Merged displays the scenarios that you merged and the scenarios that all other users merged.

See Concept: Personal Scenarios.

Scenarios Actions Menu

Release: 2024-03-09

From the Scenario Manager page, we provide these options in the Actions Menu when you hover over a scenario in the list:

Edit: Change the name, description, and the system-generated code of your scenarios.

Delete: Delete the scenario definition and the data changes that you have made in the scenario. This option is the only option available to users with Manage Scenario permission for scenarios that don't belong them.

Duplicate: Create a new scenario as a duplicate of an existing scenario.

Merge: Update the base version with the changes you have made in your scenario. When you merge, we delete the scenario as we move all data into the base version. We automatically save a record of the scenario definition in the Merged tab. We provide the Merged tab to users with the Merge Scenarios permission.

Download Changes: Review all changes across all sheets from 1 Excel file. We display this option for users with the Download Scenario Changes permission.

See:

Create Personal Scenarios.

Download and Review Scenario Changes.

Merge Personal Scenarios into Base Versions.

Download Changes

Release: 2024-03-09

With the Download Changes action, we enable you to review all the changes you made in your scenario across the model. We provide this capability so that you can review your changes before you merge the scenario.The Excel file includes these tabs:

Standard: All changes in your general ledger, custom, and assumption accounts.

Separate tabs for each modeled sheet with changes.

Separate tabs for each cube sheet with changes.

In the Excel file, we provide:

Action columns in the Standard tab and the modeled sheet tabs. The column indicate the kind of change you made in the scenario: Add, Change, Delete.

Data location, which includes the time period.

The original data in the base version.

The change in the scenario.

The Download Changes action only display when you have the Download Scenario Changes permission. An administrator must assign this permission to permission sets. We recommend you give this permission to anyone with the Merge Scenarios permission.

See Download and Review Scenario Changes.

Scenarios in the Version List

Release: 2024-03-09

We enable you to access scenarios that you create from the version prompts in sheets, reports, OfficeConnect, and dashboards. In the version list, scenarios nest within their base versions. In the list, we provide a new icon to further differentiate scenarios from versions. We provide an expand arrow next to versions that have scenarios.

From dashboards and sheets, we also enable you to create scenarios with the New Scenario button at the bottom of the version list.

For instances with Sales Planning, we provide a drop-down menu when you click New Scenario with these new options:

Create new version.

Create new scenario.

New Scenario Permissions

Release: 2024-03-09

We provide the following new permissions to support scenarios:

Access Scenario Manager: Enables you to open the Scenario Manager page.

Create Scenarios: Enables you to create scenarios and review your changes in sheets, reports, OfficeConnect, and dashboards.

Merge Scenarios: Enables you to merge the changes in your scenario into the base version. Also enables you to review the scenario definitions in the Merge tab.

Manage Scenarios: Enables you to review and delete the scenario definitions of other users. This permission doesn't provide access to the data in the scenarios of other users.

Download Scenario Changes: Enables you to download the changes in your scenario for all sheets to a single Excel file. To enable the ability to download scenario changes, an admin must add the permission to the permission sets.

With the 2024R1 Release, we automatically add these permissions for any Permission Set with the Editable Sheet Access permission:

Access Scenario Manager

Create Scenarios

Merge Scenarios

In addition, we also automatically add the Manage Scenarios permission to any Permission Set with the Versions permission.

See Reference: Available Permissions.

Scenarios in Sheets

Release: 2024-03-09

When you edit a sheet for a scenario version, we now display these visual changes:

Green background on cells for changes that you made for this scenario version. You can continue to change this data. For changed rollup cells in scenario versions, we continue to display the cells with a blue background.

Strikethrough text for when you deleted this row for this scenario version.

When you edit sheets for scenario versions, we now disable your ability to:

Add, edit, or remove sheet cell notes.

Add sheet notes.

Calculate formula values.

Change your display options to set your sheet view as default for all users.

Drill into NetSuite, Drill into Transactions, or Drill into Workday.

Publish the plan.

Show anomalies in standard sheets.

Sync levels from sheets.

Use consolidations functionality.

When you select a scenario version on the Sheets Overview page, we now disable your ability to: