Concept: Adaptive Planning Time and Calendars

The Adaptive Planning time dimension rolls up according to the calendar structure or hierarchy. Example: A calendar has a structure of Months > Quarter > Year. The months roll up to the quarters. The quarters roll up to the year.

Time Strata

Calendar structures consist of time strata. Example: For a Month > Quarter > Year structure, the time strata are Month, Quarter, and Year. Month is the smallest time strata, or the leaf.

Customizing Default Calendars

To customize your default calendar structure, you can add, remove, or change the names of the time strata. Example: You want to add weeks and decades, so your structure looks like Week > Month > Quarter > Year > Decade.

Customizing a default calendar changes how you enter data in sheets, through imports, or through APIs. Example: Once you add Weeks, you can enter data at the week.

Default Time Strata

Modeling

Time

, the default time strata indicates the strata where you enter data for standard sheets, including general ledger, custom, and assumption accounts.

Modeled and cube sheets also use the default time strata unless you indicate a different strata per sheet in the sheet settings. This sheet setting enables you to plan at smaller or larger strata in certain sheets. At the same time, you can maintain your default time strata for standard sheets and accounts.

Alternate Calendars and Default Calendars

Alternate calendars provide different rollup structures from your original calendar. When you add an alternate calendar, the original calendar becomes your default calendar.

You can enter and import data only into the default calendar. The alternate calendars change how that data rolls up in sheets, reports, and dashboards.

You can upload up to 3 alternate calendars.

Strata in Alternate Calendars

The alternate structure must share at least the leaf strata of the default calendar. From there, they must share the rollups until you fork into different rollups.

The last matching rollup in the alternate calendar is the fork strata. From the fork strata, the data begins to roll up to different time strata. The fork strata can happen at any time strata except the largest one.

Example: Week is the leaf strata and the fork strata for the Fiscal Year alternate calendar:

	Date	Label*	Label*	Label*	Label*	Label*
Labor Period Year (default)	Week	Pay Period	Pay Year
Fiscal Year	Week			Fiscal Month	Fiscal Quarter	Fiscal Year

Dot Notation Formulas and Alternate Calendars

For dot notation formulas, you don't have to specifically reference alternate calendars. When users switch to the alternate calendars, the dot notation references automatically switch to the selected calendar.

Solutions for Setting Up Calendars

Consider using 1 or more calendar solutions:

Calendar Solution	Description
Change the structure of your default calendar.	Add and remove rollups to suit your business model.You can use the Update import option without affecting the existing data.
Change the default time strata.	Indicate a different strata within your current time structure for data entry. You must either: Delete all standard data from general ledger, custom, metric, and assumption accounts. Reload the entire structure which automatically deletes standard data from these accounts.
Select different default time strata for cube and modeled sheets.	A default per sheet enables you to plan in the sheet differently from your planning in standard sheets and accounts. In the settings of each cube or modeled sheet, you can select any existing time strata for the default. You must delete the existing data in the sheet before you change the default time strata.
Add alternate calendars.	Import different structures with different rollups. Use this solution when you need to group the same data in different ways.
Use multiple instances.	With this solution, you can enter and import data into time periods that differ from the default calendar.

Setup Considerations: Alternate Calendars