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Adaptive Planning
Set the Scope for Calculations in Cube and Modeled Sheets

Set the Scope for Calculations in Cube and Modeled Sheets

To improve the performance of cube and modeled sheets, you can set a time range for calculated accounts.
Start and end times are relative to the version settings, so you generally only need to set the scope once per sheet.
The scope that you set for actuals:
  • Includes all sub-versions.
  • Is relative to the
    Completed Values Through
     date for actuals versions.
The scope that you set for plans:
  • Includes all plan versions.
  • Is relative to the respective
    Start of Plan
     date of each plan version.
  • Is relative to the
    Completed Values Through
     date of actuals when the
    Start of Plan
     is more than 1 period after the
    Completed Values Through
    .
  2. Click:
    • Columns and Levels
       for modeled sheets.
    • Dimensions, Attributes, and Levels
       for cube sheets.
  3. From the toolbar in the center panel, click
    Sheet Properties
    .
  4. Click the
    Scope
     tab.
  5. In the
    Actuals Values
     section, define the scope:
    Opción Descripción
    Start of Version
    Start calculating at the beginning of the version.
    End of Version
    Stop calculating at the end of the version.
    Calendar periods
    Set the scope relative to the
    Completed Values Through
     of the actuals versions.
    1. Select an option from the second prompt. The options available depend on the setup of your calendar. Mostly commonly, they’re
      Months
      ,
      Quarters
      , and
      Years
      .
    2. Enter how many periods to offset the start or time period. You can enter a positive or negative number. Positive numbers move the scope forward. Negative numbers move the scope back.
    Example: Select
    Month
     and enter
    -5
     for
    Stop calculating
    . The calculations stop 5 months before the
    Completed Values Through
     date. Enter
    5
     and the calculations stop 5 months after the
    Completed Values Through
     date.
  6. In the
    Plan Values
     section, define the scope for plan versions:
    Opción Descripción
    Left Scroll Limit
    Start calculating at the
    Left Scroll Limit
     of the plan versions.
    End of Plan
    Stop calculating at the end of the plan version.
    Calendar periods
    Set the scope relative to the
    Start of Plan
     of each plan version.
    1. Select an option from the second prompt. The options available depend on the setup of your calendar. Mostly commonly, they’re
      Months
      ,
      Quarters
      , and
      Years
      .
    2. Enter how many periods to offset the start or time period. You can enter a positive or negative number. Positive numbers move the scope forward. Negative numbers move the scope back.
    Example: Select
    Month
     and enter
    -5
     for
    Stop calculating
    . The calculations stop 5 months before the
    Start of Plan
     date. Enter
    5
     and the calculations stop 5 months after the
    Start of Plan
     date.
The formulas in the sheet calculate and display values only within the defined scope for each version. The cells that are out of scope display blank and locked with a blue triangle.
Be sure to keep these version settings up to date:
  • Completed Values Through
    .
  • Start of Plan
    .