Modeling

Plan with Sheets that Meet Your Time Needs

For each cube or modeled sheet, select any time granularity defined in your instance's configured time, so you can plan different parts of your model according to what works best for that sheet's accounts. Some aspects of your business are easier to plan week-by-week and others make more sense month-by-month. With our enhanced time capabilities you can now plan at higher levels of time like quarter, or even year. Enter data at a sheet's selected time, like week, or a higher level, like month.  

Read Model Dependent Time for more details.

Watch a video on Model Dependent Time.

Create Actuals Sub-Versions   

We've added sub-versions of actuals, formerly a Consolidation-only feature, to all Planning instances as well. Use sub-versions to view and compare slices of actuals data, usually broken down by the data's origin.  For example, have separate sub-versions which represent your originally-imported actuals from your accounting system, your manual adjustments, and your allocations. All sub-versions then roll up to the total Actuals version.

• Easy data entry and data review: Slice actuals into meaningful subsets with separate access permissions, that rollup to read-only actual totals.
• Statement of Truth: Maintain a true copy of your imported actuals separate from any manual adjustments made for planning or reporting purposes. 
• Capture Insights: Compare your sub-versions in various combinations using reporting.