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Adaptive Planning
Change Level Availabilities in Sheets

Change Level Availabilities in Sheets

Availability adds levels and dimension values to sheets. To remove levels or dimensions values, you make them unavailable in sheets. You can change the level availability for all sheet types through the application manually or through imports.
Changing availabilities is a structural change to the model. Structural changes affect the model across versions. As a result, these changes have the potential of deleting at worst, or hiding at best, data in locked and archived versions.
Changing level availability in sheets:
  • Impacts all versions, even locked and archived versions.
  • Removes the level from the sheets.
  • Saves the related data. You can still report on the data.
  • Is reversable. You can add the level back the to sheet and the data reappears.
You can't remove in-use dimension values from sheets until you remove the values from all rows and all versions, including archived versions. The easiest way to accomplish this is to change the level availability using the Import option where you can specify what to do with the associated data. The action is irreversible. When you remove in-use dimension values:
  • You can only change the availability through the import.
  • You must indicate how you want to handle the data. This change affects all versions, even locked and archived versions.
  • If you elect to delete the data, you delete it for all versions, including locked and archived versions.
  • You can't retrieve the data by reversing the action. Even if you add the dimension value back to the sheet, the data doesn't reappear.
  1. If you're building a new sheet, use the breadcrumbs to select
    Sheet Summary
    .
  2. Click
    Columns and Levels
    .
  3. From the canvas, select a row with
    Dimension
    , or
    Level
     in the
    Type
     column.
  4. From the properties section, add and remove levels or dimension values. Complete the task:
    Option
    Description
    Export
    Exports current availabilities to a spreadsheet. Make bulk changes. Then, import the changes using the
    Import
     link.
    To avoid importing mistakes, we recommend that you delete any rows in the spreadsheet that you don't want to change.
    For custom dimensions, you can use the import to remove dimension values that are already associated with data on the sheet. You must indicate how to handle associated data when you change the availability from
    Yes
     to
    No
     in the import. In the
    Action if Data is Present
     column, enter:
      • Delete
        : Deletes the data from all versions, even locked versions. You can't undo this action.
      • Move to next available ancestor
        : Adds data to the rollup dimension for all versions, even locked versions.
      • Set to none
        : Adds data to the uncategorized dimension value for all versions, even locked version.
      • To avoid confusion, we recommend that you delete any row that you aren't changing in the import.
    Important: Leave the
    Action if Data is Present
     column blank for all rows where you:
    • Didn't change the availability. To avoid confusion, we recommend that you delete any row that you aren't changing in the import.
    • Changed the availability from
      No
       to
      Yes
      .
    Import
    Downloads a blank spreadsheet template. Make level availability changes in the template. Then, import the spreadsheet.
    For custom dimensions, you can indicate how to handle associated data with same options as the export.
    Level or dimension value structure with check boxes
    Indicates level or dimension value availability in sheet. Click the check boxes to add or remove levels or values from the sheet.
    To remove dimension values manually using the check boxes, you must first delete associated data from the sheet view in the
    Sheets
     area.
  • The levels and values that you add display on the sheet.
  • The levels and values you remove no longer display on the sheet.
  • The sheet no longer displays data associated with removed levels, but you can still reference the data in formulas and reports.
  • Data associated with removed dimensions either moves to other dimension values or deletes.
You can:
  • Manage other columns in the sheet or manage the sheet settings.
  • Use the breadcrumbs to return to the
    Sheet Summary
    . From there, you can use the links to make more changes to the sheet.
  • Go to
    Sheets
     from the nav menu, to view the sheet data.