Planning Requirements Checklist

Conditions that must be met for a user to perform planning updates in a view are described in the following lists.

Overall Requirements

These requirements are applicable no matter what type of values you are updating – existing, zero, or blank values.

 Measures in roles of users with a casual, advanced, or view administrator access have their Update checkboxes selected.*

 Planning property for the view = Yes.

 Time Range property = No for measure items axis

 Drilldown View property = None for measure items axis

 Properties for regular measure items being planned on:

• Type = Regular

• Value = Yes

• Image, Conditional Format, Pop-up Expression, and Hyperlink properties all = No

• Visible = Yes

*Note: Security administrators can plan on any measure item as long as its Category has an Update Enabled status in Stratum.Connector.

Additional Considerations – Zero or Blank Values

These requirements are specific to planning on zero or blank values. If you are only planning on existing values, you can disregard this information.

All dimensions associated with the measures’ Category must be visible in the view. Any dimensions not associated with the Category should not be used in the view.

  If time hierarchies are used in the grid, they can be used on one axis only or in the view filter (Cannot be used on both rows and columns. Cannot be used in both the view filter and on an axis).

Additional Considerations – Subtotal or Total Cells

These requirements are specific to planning on values in subtotal or total cells. If you are only planning on detail cells, you can disregard this information.

 Planning is not permitted on subtotal or total cells with zero or blank values.

 Planning is permitted on subtotal and total cells with existing values as long as these conditions are met:

• The values are on the axis opposite from measure items (values on the same axis as measure items cannot be updated).

• Others Summary property = No for measure items axis.

• All members for the axis opposite from measure items must be visible in the grid. You can make all members visible by disabling the Use Paging setting in a view’s Display Options or clicking Show All in the view toolbar. Views that fit on a single page whether or not paging is in use also meet this condition.

Specialized Considerations

If your view utilizes View Filter functionality, also keep in mind that the level in it must be filtered by a single member only rather than a user list or expression.

If your view utilizes a hierarchy that was created from an attribute relationship, also keep in mind that all hierarchies from that same dimension must exist on the same axis or in the View Filter (filtered by a single member).