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Adaptive Planning
Last Updated: 2023-06-23
Example: Build Matrix Reports with Alternate Calendars

Example: Build Matrix Reports with Alternate Calendars

This example illustrates how to create a matrix report comparing the data between alternate calendars and the default calendar for your default version.
HQ is the top level for the model.
The default calendar follows a labor year of 2-week pay periods. The first alternate calendar displays the rollups for calendar years. The other alternate calendar displays rollups for the fiscal year. Week is the fork strata and the default strata of the default calendar. The report will display values in all calendars for 2017.
Labor Periods (default)
  • Structure: Week > Pay Period > Pay Year.
  • Example labels:
    W1-17
    ,
    P1-17
    ,
    PY2017.
  • 2 weeks roll up to a pay period.
  • 26 pay periods roll up to a pay year.
  • Range: Jan. 29, 2017- Feb. 10, 2018.
Calendar Year:
  • Structure: Week > C-Month > C-Quarter > C-Year.
  • Example labels:
    Jan-17
    ,
    Q1-CY17
    ,
    CY2017
    .
  • 4-5 weeks roll up to a month.
  • 3 months roll up to a quarter.
  • 4 quarters roll up to a year.
  • Range: Jan 1, 2017 - Dec 30, 2017.
Fiscal Year
  • Structure: Week > F-Month > F-Quarter > Fiscal Year.
  • Example labels:
    Feb-FY18
    ,
    Q1-FY18,
    FY2018
    .
  • 4-5 Weeks roll up to a fiscal month.
  • 3 months roll up to a quarter.
  • 4 quarters roll up to a year.
  • Range: Jan 29, 2017 - Feb 3, 2018
Security:
  • Access Reports
     permission.
  • Modify All Reports
     permission.
  1. Select
    Reports
     from the main menu.
  2. Click
    Add New
     and select
    Matrix
    .
  3. Add the rows:
    1. From the
      Elements
       pane, click
      Levels
       and drag the top level into the rows.
    2. Click
      Back to Elements
      Accounts
      GL Accounts
      .
    3. Drag these general ledger accounts to the report rows under the level:
      • PL Income
      • Non-Operating Income
      • PL COGS
      • PL Expense
      • Non-Operating Expenses
  4. Add the default calendar for 2017 to the columns:
    1. Click
      Back to Elements
       and expand the
      Time
       element.
    2. Expand
      Labor Periods
       and drag
      PY2017
       into the first column.
      From the
      Design Elements
       section, drag
      Custom header
       to the left of
      PY2017
      .
    3. Right-click the custom header and select
      Properties
      .
    4. For
      Label
      , enter
      Labor Periods
       and click
      Apply
      .
  5. From the
    Design Elements
     section, drag
    Blank space
     into the columns to the right of
    PY2017
    .
  6. Add the calendar year for 2017 to the columns:
    1. From the
      Design Elements
       section, drag
      Segment
       into the columns to the right of the last segment.
    2. Expand
      Calendar Year
      .
    3. Drag
      CY2017
       into the new segment.
    4. From the
      Design Elements
       section, drag
      Custom header
       into the same segment and to the left of
      CY2017
      .
    5. Right-click the custom header and select
      Properties
      .
    6. For
      Label
      , enter
      Calendar Year
       and click
      Apply
      .
  7. From the
    Design Elements
     section, drag
    Blank space
     into the columns to the right of
    CY2017
    .
  8. Add the fiscal year for 2018:
    1. From the
      Design Elements
       section, drag
      Segment
       into the columns to the right of the last segment.
    2. Expand
      Fiscal Year
      .
    3. Drag
      FY2018
       into the new segment.
    4. From the
      Design Element
       section, drag
      Custom header
       into the same segment to the left of
      FY2018
      .
    5. Right-click the custom header and select
      Properties
      .
    6. For
      Label
      , enter
      Fiscal Year
      .
  9. From the toolbar, click the arrow on the
    Save
     button and select
    Save and Run
    .
You can review different rollup amounts for the different calendars based on their start and end dates.