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Adaptive Planning
Download and Review Scenario Changes

Download and Review Scenario Changes

  • Security:
    Download Scenario Changes
     permission.
  • Security:
    Manage Scenarios
     permission for downloading changes for all scenarios.
After you or your collaborators make changes to scenarios, you can download the changes to review them in an Excel file. We recommend reviewing changes in the Excel file before merging the scenario. The Excel file provides a unique view into the changes that you or your collaborators made because it displays:
  • All general ledger, assumptions, and custom accounts that changed on 1 Excel sheet labeled
    Standard
    .
  • All cube and modeled sheets that changed. Each sheet has its own Excel sheet with the sheet name.
  • The
    Base Value
     next to the
    Scenario Value
     for easy comparison.
  • An
    Action
     column that indicates
    Change
    ,
    Add
    , or
    Delete
     for the
    Standard
     and modeled sheet tabs.
  • A
    User Name
     column that displays the username of the collaborator that added the changes.
For added or deleted splits in modeled and standard sheets, the spreadsheet only includes:
  • Add
     or
    Delete
     in the
    Action
     column.
  • The level.
  • The split label when populated for standard sheets.
  • The row key when enabled for modeled sheets. For tracking changes in modeled sheets, we recommend that you use a row key in their modeled sheets.
For for shared scenarios, for the owner or the admin, the action displays as
Download All Changes
. For collaborators, the option displays as
Download My Changes
.
  1. Select
    Scenarios
     from the main menu.
  2. From the list of scenarios, hover over the scenario until the 3 dots display.
  3. Click the 3 dots and select
    Download Changes
    .
  4. Open the Excel file and review each sheet.