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Adaptive Planning
Última atualização: 2025-07-25
Change Level Availability

Change Level Availability

Security:
  • Organization Structure
     permission.
  • (Optional)
    Structure Import
     permission to import bulk updates.
Level availability adds and removes levels from versions and sheets. When working in the particular version or sheet, unavailable levels and their data don't display. This includes locked and archived versions. Level availability is 1 way to handle old levels without losing historical data. Instead of deleting levels, you can make levels unavailable in new versions and keep them available in old versions. Level availability also enables you to add new levels without crowding older versions and sheets with irrelevant levels. When you add new levels, you can make them available only to new versions, leaving older versions and their data intact.
When you make levels unavailable in versions, you:
  • Can't access the data in sheets, reports, or dashboards. This includes locked and archived versions.
  • Can still select the level in dashboards. If a sheet with that level is present, we display data from the top level on the sheet instead of the unavailable level. Otherwise, selecting the unavailable level doesn't change anything on the dashboard.
  • Can't refer to the version and level intersection in formulas.
  • Can reverse the action to make the data available again. In archived versions, the data doesn't recalculate at this time.
When you remove levels from sheets, you:
  • Can access the data through reports, formulas, and dashboards.
  • Can't access the data in sheets. This includes locked and archived versions.
  • Can reverse the action to make the data available again. In archived versions, the data doesn't recalculate at this time.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Levels
    .
  3. From the level hierarchy, select the level you want to change.
    When you select a parent level, you update the level availability for all descendant levels.
  4. From the
    Version & Availabilities Settings
     section, complete the settings.
    As you complete the task, consider:
    Opção Descrição
    Version Selector
    Select the version.
    The drop-down list contains all your plan versions and the root actuals. Actuals sub-versions and journal entries aren't in the list and match the availability of the root actuals.
    Available in version
    Select the check box to add levels to the version. To remove levels from versions, clear the check boxes.
    Read-only for:
    • The top-level, which is always available in all versions.
    • Actuals, which includes all levels. You can change the start and end dates instead.
    • Levels with parent levels that aren't available in the version already.
    Actuals Start
    For actuals only.
    Select a time period from the prompt. Example: Select
    January 2018
    , so that in your actuals, you'll see the level from January 2018 onward. You delete any existing data in the version for the level in time periods before January 2018.
    Actuals End
    For actuals only.
    Select a time period from the prompt. Example: Select
    March 2018
    , so that in your actuals version, you’ll see the level though March 2018.
  5. Click
    Save
     every time you set the availability for each version.
  6. In the
    Sheets
     section, select the check boxes next to sheet names to make the level display on the rows, columns, or filters of sheets.
    You can only make levels available on sheets when you’ve already made their parent levels available.
    You can change the level availability in the
    Sheets
     section of the level settings, or from the sheet itself.