Concept: Left Scroll Limit

The

Left scroll limit

is a setting that controls how far back in time you can see of the plan version on sheets. You select the largest time strata of your calendar, most commonly the fiscal year.

Example: For a calendar with a Month > Quarter > Year and a

Left scroll limit

of FY-2014
, you can use the display options in sheets to see as far back as January 2014.

Calendars

The

Left scroll limit

must start at least 3 time periods after the first period of your calendar. Otherwise the initial balance for the start of your version doesn't calculate correctly.

Example: For a month-based calendar that begins on October 2016, select January 2017
or later for the

Left scroll limit

Start of Plan and End of Plan

The

Left scroll limit

must come before both the:

Start of plan

End of plan

Actuals Overlay

Time periods between the

Left scroll limit

and the

Start of plan

displays data from the actuals version.

Example: The plan settings are:

Left scroll limit: FY-2014
.

Start of Plan: January 2015
.

On sheets, you see actuals overlay from January 2014 to December 2014.

When the actuals version has a

Completed values through

date that is earlier than the

Start of plan

, you see actuals overlay up to the

Completed values through

period.

Example: The plan settings are:

Left scroll limit: FY-2014
.

Start of Plan: January 2015
.

The actuals setting is June 2014
for

Completed values through

You see actuals overlay from January 2014 to June 2014.

Initial Balances

Moving the

Left scroll limit

forward in time affects initial balance columns in modeled sheets.

The initial balance column in modeled sheets is an account that is often called Pay Rate. The initial balance cell displays the time period before

Left scroll limit

of the version. The account uses a formula to adjust the value for each time period in the timespan. When you shift

Left scroll limit

forward, you also shift the designated time period for the initial balance.

Example: The

Left scroll limit

is January 2014
. The initial balance displays the value of the previous period: January 2013. The formula of the account increases the value period-to-period, in this case yearly: