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Adaptive Planning
Last Updated: 2023-06-23
Reference: User Settings Fields

Reference: User Settings Fields

Learn more about User Settings and Workbook Properties and link to action-related instructions.
Setting Field
Definition
Can Override?
General
Round to
Tells reports to round numbers to the nearest:
  • Hundreds
  • (Default) Thousands
  • Ten Thousands
  • Hundred Thousands
  • Millions
  • Ten Millions
  • Hundred Millions
  • Billions
  • No Rounding: display the exact numbers
Yes, by workbook and selection properties
Show zero in cells with no data
Tells report how to display cells with no data:
  • Select to display zeros where no data exists.
    The
    Exclude rows with no data
    setting in the Expand dialog keeps the rows that actually evaluate to a zero amount. It filters out rows that display zeros but actually have no data.
  • Uncheck to display blanks where no data exists.
Default: Selected
Yes, by workbook properties
Security block result text
Tells report what to display in place of the data on save.
If you select the
Always clear data upon save
user setting, the report replaces the data with the text you enter here. The security text displays until the viewer signs in and selects
Refresh
.
Default: n/a
Yes, by workbook properties
Show refresh errors
Select and you get list of current errors referencing relevant cells when you click
Refresh
.
Default: selected.
No
Show refresh warnings
Select to get a list of warnings with references to the report every time you click
Refresh
.
Default: selected.
No
Show refresh informational messages
Select and you'll get a list of informational messages every time you click
Refresh
.
Default: selected.
No
Clear Data
  • Always clear data upon save
    clears the sensitive data and replaces it with the security block result text every time the user saves.
  • Never clear data upon save
    never clears the sensitive data and never replaces it with the security block result text when user saves.
Yes, by workbook properties
Include Update Groups in Refresh
Select the check box to update all element groups automatically when you refresh a report.
Default: selected.
Yes, by workbook properties
Allow tenant selection at sign-in
Check the box to enable users to select a tenant when signing in from Workday. This setting applies if:
  • You've configured multiple tenants for Workday Single Sign-On.
  • You need to use OfficeConnect for both the  Financials and Adaptive Planning data sources.
  • Your identity provider signs you in automatically.
No
Colors Tab
Elements
Highlights cell data from element intersections.
No
Labels
Highlights Adaptive Planning labels.
No
Writeback colors
  • Editable cells
  • Pending edits
  • Errors
  • Provides color selection for editable cells in writeback mode.
  • Provides color selection for pending edits in writeback mode.
  • Provides color selection for errors in writeback mode.
No
Explore Tab
Expand/Collapse
Select expansion settings.
Refresh data for rows or columns as they expand or collapse
  • By default, data refreshes for:
    • The child rows or columns on expand.
    • The parent row or column on collapse.
Yes, by workbook properties
Always prompt for expand options
By default, the Expand dialog always displays when you expand multiple elements. Select this option to display the Expand dialog whenever you expand a single element. You can then define the expansion settings from the dialog.
No
Select defaults for new expansions
The settings apply only to all new elements that you expand.
Exclude uncategorized elements when expanding
Select this option to exclude the uncategorized and "only" elements from an expansion. By default, expansion includes these elements.
Yes, from the Expand dialog.
Exclude elimination elements when expanding
Select this option to exclude the elimination elements from an expansion. By default, expansion includes these elements.
This option is only available to the Financials data source.
Yes, from the Expand dialog
Rows:
  • Expand above
  • Expand below
Select the direction for row expansion relative to the parent. By default, rows expand below the parent element.
Yes, from the Expand dialog
Columns
:
  • Expand left
  • Expand right
Select the direction for column expansion relative to the parent. By default, columns expand to the left of the parent element.
Yes, from the Expand dialog
Refresh
Update rows or columns with latest element structure when data is refreshed
By default, Refresh updates the parent-child hierarchies to match the Elements tab.
Yes, by workbook properties