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Adaptive Planning
Laatst bijgewerkt: 2023-06-23
Change Version Availability for Custom Dimension Values

Change Version Availability for Custom Dimension Values

Security:
Model includes sheets, accounts, dimensions, and formulas
permission.
Change the version availability for dimension values with the dimension value
Version Settings
. You can use the version availability setting to make the dimension values visible in the version or to hide the dimension values from the version. You can also change version availability with the dimension structure import.
Hide dimension values:
  • Instead of deleting dimension values. To delete dimension values, you must remove them from all areas of your model, including historical data. When you hide values from the current version, you can keep the historical data in past versions intact.
  • To use them for analyzing specific scenarios. Example: Make a dimension value available in your what-if versions and hide it in your working budget version.
  • To control visibility, such as when your organization has a reason to keep it hidden. Example: Your organization might not be ready to announce a new product, but still must use it in forecasts.
There are some availability limitations and defaults:
  • The setting is for list dimensions only.
  • You can only change version availability for plan versions. The setting for root actuals is read-only and always available.
  • By default, all dimension values are visible to all versions, including new versions.
  • When you select
    All versions
    , you're making the dimension visible in all versions.
  • You can only hide dimension values. You can't hide the dimension itself.
  • When the dimension value is already in use for a specific version, you can't hide it from that version.
  • When you use the user interface of the application to change version availability, you must save the dimension settings between each version you select.
  1. Select
    Modeling
    from the main menu.
  2. Click
    Dimensions
    .
  3. From the dimension list, expand the dimension with values you want to change.
    It must be a dimension with the
    List dimension
    setting.
  4. Select the dimension value from the list.
  5. From the Version Settings section, select
    Specific version
    and select a version from the drop-down prompt.
  6. For the
    Available in version
    check box:
    • Clear to hide the dimension value from the version.
    • Select to make the dimension value available in the version.
    • If the check box is read-only, the version already has data tagged with the dimension value. You can't hide in-use dimension values until you resolve the uses. See Resolve View Dependencies to Delete Dimension Values.
  7. From the toolbar, click
    Save
    .
  8. Repeat for each version.