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Adaptive Planning
Steps: Change Calendars

Steps: Change Calendars

Security:
  • Model Management Access
     permission.
  • Time
     permission.
  • Configure Calendar
     permission.
The
Time
 area of
Modeling
 lets you view and configure the calendar structure of your model. It also displays how time strata roll up to other time strata. Time strata are the units of time that make up the structure. Example: For a Month > Quarter > Year, Month is a strata.
The Month > Quarter > Year structure with Month as the default strata comes with your calendar. The default strata is the time period where data exists. You can change the default strata and create different default strata for modeled and cube sheets.
From the
Time
 area, you can:
  • Download the TimeStructure spreadsheet to change your calendar.
  • Manage locales.
  • Change the default time strata.
  • Change the name of your calendars.
  • Delete alternate calendars.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Time
    .
  3. (Optional) Rename calendar.
    As you complete the task, consider:
    Optie Omschrijving
    Calendar
    Select the calendar that you want to rename.
    Rename Calendar
    Click to change the name of the calendar. For words to avoid and other guidelines, see Reference: Naming Conventions Best Practices.
    Calendar Code
    Use any combination of letters, numbers, and special characters.
  5. To change the structure, use the TimeStructure spreadsheet.
    Example:
    • You might need to use a fiscal year instead of a standard calendar year.
    • You might need to plan more granularly using days instead of months.
    • You might need a time structure that rolls up time differently: Day > Month > Semester > Year.
  6. To add alternate calendars, use the TimeStructure spreadsheet.
    Example: You enter data according to the calendar year, but need to view some data according to the fiscal year.
  7. To add time periods, use a blank TimeStructure template and import it separately from other calendar changes.
  9. Change the default time strata for all standard sheets, general ledger accounts, and custom accounts.
    New cube and modeled sheets and accounts inherit this default strata, too.
    To change the default time strata, you must erase the data in general ledger and custom accounts.
    You can still build specific model and cube sheets that use a different default for the time strata.
  10. (Optional) Change locales.
  11. (Optional) From the toolbar, delete alternate calendars.
Select the start and end dates for all of your versions based on:
  • Your reporting requirements.
  • The volume of data that you want to display.
  • The time range of all your calendars.
Once you set up your versions, you can configure the time granularity and time periods that you want to display on your sheets.
You can extend your calendars at any time.