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Adaptive Planning
Create Scenarios

Create Scenarios

Security:
Scenarios enable you to draft changes to versions before you commit them to the working version. Scenarios are based on existing versions, which we call base versions. You can later merge your changes into the base version when you’re ready.
When you create scenarios, they're personal. Only you can see and select these scenarios from any version selector in sheets, reports, and dashboards. Once you share scenarios with collaborators, they can also see and select these scenarios from the version selector. Scenarios have a distinct icon that differentiates them from other plan versions.
After you update the data in scenarios, we highlight data in the scenario that differs from the base version from your sheet view. You can create web reports, OfficeConnect reports, and dashboards to analyze your scenario against other versions, including the base version.
Duplicate scenarios start with all the same data as the original scenario. You can make changes to either the original or the duplicate scenario without affecting the other.
  1. Select
    Scenarios
     from the main menu.
  2. Click
    Add New
    .
    Or hover over an existing scenario. Click the 3 dots that display and select
    Duplicate
    .
  3. Complete the task:
    選項 說明
    Base Version
    Select the plan version. The scenario starts with the base version data until you change the data. Later, when you merge the scenario, you update the base version with the data in your scenario.
    You can’t select virtual versions or actuals or versions with the Calculate Formulas Values option enabled.
    When you're duplicating a scenario, this option doesn't display because you can't change the base version.
    Scenario Name
    Enter a unique name that doesn’t match any scenarios for the same base version. Maximum: 64 characters.    
    Description
    Maximum: 2,048 characters.
  4. Click
    Create
    .
The scenario name displays in the scenario list. It also displays in the version prompt, nested under the base version.
  1. Make changes to the data in sheets.
  2. (Optional) Build reports and charts to analyze your changes.
  4. (Optional) Merge Scenarios into Base Versions. Merging updates the base version with the changes you made in the scenario and deletes the scenario.