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Planning Versions

Planning versions define the version dimension of data in Bizview. Examples of planning versions can be ‘Budget 2017’, ‘Q1 Forecast’, ‘Q2 Forecast’, etc. The ‘Version ID’ is normally used in (Template Designer) when designing input forms on the ‘VERSION’ row.

Access Planning Versions by selecting Client Data > Other > Planning Versions:

The Planning Versions page displays, as shown below:

Below is a list of the buttons available in the Planning Versions ribbon:

Button

Description

Save

Saves the Planning Version.

AddCreates a new, empty Planning Version template.

Refresh

Refreshes the data in the grid.

Caution: All unsaved values will be lost.

Close

Closes the gridform.

Caution: All unsaved values will be lost.

Cancel

This button is visible when you modify the gridform. Click Cancel to reverse your changes.

Group

Filter

Opens a filter field the top of the grid. Here, you can select a value that you want to filter the rows by, or you can enter a value to filter on. In some columns, a filter icon displays in the column heading. Select the filter icon within the column heading to choose a filter. Select the filter icon at the top of the grid to hide the filter field altogether.

ExportSelect this button to export the grid to Excel.

Share

Select this button to copy the link to this gridform. Then, choose if you want to include Navigation, Header, and/or Client, and if you want URL or a link to embed the gridform.

Show InactiveSelect this button to display inactive Planning Versions in the grid.

Grid Mode

Changes grid mode between paging and scrolling. By default, the grid mode is set to Paging.

To create a new planning version, select Add. Enter information according to the table below and select Save.

Below is a list of Planning Version fields:

Field 

Description

Example

Note

Version ID

The unique identifier of the planning version.

F1


Description

The description of the planning version.

Forecast Q1


ActiveIndicates if the planning version is active or not. 

If the planning version is inactive (the check box is not checked), the user can not enter and save values for that version.

Default Access Code

Determines if the planning version is available for Read, Read/Write, or none.

  • Read

  • Read/Write Access

  • No Access


Default Object Version ID

The default object version used when selecting the planning version in a selection pane.



Open for Entry From.. To

From and To dates when the planning version is open to the user for entering data.

201310 - 201403

The calendar dates between which the user can actually open an input FORM and enter and save values for the version.

Valid From.. To

From and To dates for which the Input Form periods can be set.

201401 - 201412

The columns in the input planning FORM can only contain TIMEVAL inside this interval.

YearIndicates the year the planning version....2021 

Version Property 2- Version Property 3

Extra free text attributes for the planning version.


Sometime used to indicate the ‘current year’ the planning version is used for.

Additional Information

The ‘ACT’ Version ID is a reserved word in Bizview for actual data. It’s used in Datastore for all actual data loaded.

When defining Planning Versions, you should consider if the planning version should be ‘hard’ associated with the time-dimension. For example, you can create one ‘BUDGET’ planning version and use this version each year in combination with appropriate [time units] to save budget data for period 2016, 2017, etc. But you could, instead, create a separate planning version such as ‘BUDGET2016’, ‘BUDGET2017’ and include some kind of reference to time in the definition of the planning version. Both alternatives have pros and cons.

Copy Version

Use the function ‘Copy Version’ (link in the top of the Planning Versions window) to copy planning data from one version to another version. The data will be copied as-is from one version to another at the time the copy procedure is executed. This also implies that data stored on a particular month in the source version will be attached to the same period in the target version.

  1. Select the source version (From version) from which you want to copy the planning data.

  2. Select the To version to select the version you want to copy your data.

    1. You can limit the number of periods you want to copy by using the ‘From’ and ‘To’ period selection drop-downs.

On the right side of the screen you will see how many records of planning data that will be copied (‘Records’), and how many currency rates records that will be copied (‘Curr Rates’).

  1. Click the Copy button to execute the copy procedure.

The field 'Adjust' is used to make Bizview automatically convert the dates of the data to be copied, according to the time unit adjustment you provide.

For example, ISOMONTH 201401 .. 201412 Adjust 12, will copy all values from 201401 to 201412 and adjust them to be 201501 .. 201512

Caution: Before you execute the copy operation, make sure that you have selected the correct target version. Any existing planning data in the target version will be deleted before the data is copied from the source version. The deleted data cannot be recovered.

Published:

Planning Versions

Planning versions define the version dimension of data in Bizview. Examples of planning versions can be ‘Budget 2017’, ‘Q1 Forecast’, ‘Q2 Forecast’, etc. The ‘Version ID’ is normally used in (Template Designer) when designing input forms on the ‘VERSION’ row.

Access Planning Versions by selecting Client Data > Other > Planning Versions:

The Planning Versions page displays, as shown below:

Below is a list of the buttons available in the Planning Versions ribbon:

Button

Description

Save

Saves the Planning Version.

AddCreates a new, empty Planning Version template.

Refresh

Refreshes the data in the grid.

Caution: All unsaved values will be lost.

Close

Closes the gridform.

Caution: All unsaved values will be lost.

Cancel

This button is visible when you modify the gridform. Click Cancel to reverse your changes.

Group

Filter

Opens a filter field the top of the grid. Here, you can select a value that you want to filter the rows by, or you can enter a value to filter on. In some columns, a filter icon displays in the column heading. Select the filter icon within the column heading to choose a filter. Select the filter icon at the top of the grid to hide the filter field altogether.

ExportSelect this button to export the grid to Excel.

Share

Select this button to copy the link to this gridform. Then, choose if you want to include Navigation, Header, and/or Client, and if you want URL or a link to embed the gridform.

Show InactiveSelect this button to display inactive Planning Versions in the grid.

Grid Mode

Changes grid mode between paging and scrolling. By default, the grid mode is set to Paging.

To create a new planning version, select Add. Enter information according to the table below and select Save.

Below is a list of Planning Version fields:

Field 

Description

Example

Note

Version ID

The unique identifier of the planning version.

F1


Description

The description of the planning version.

Forecast Q1


ActiveIndicates if the planning version is active or not. 

If the planning version is inactive (the check box is not checked), the user can not enter and save values for that version.

Default Access Code

Determines if the planning version is available for Read, Read/Write, or none.

  • Read

  • Read/Write Access

  • No Access


Default Object Version ID

The default object version used when selecting the planning version in a selection pane.



Open for Entry From.. To

From and To dates when the planning version is open to the user for entering data.

201310 - 201403

The calendar dates between which the user can actually open an input FORM and enter and save values for the version.

Valid From.. To

From and To dates for which the Input Form periods can be set.

201401 - 201412

The columns in the input planning FORM can only contain TIMEVAL inside this interval.

YearIndicates the year the planning version....2021 

Version Property 2- Version Property 3

Extra free text attributes for the planning version.


Sometime used to indicate the ‘current year’ the planning version is used for.

Additional Information

The ‘ACT’ Version ID is a reserved word in Bizview for actual data. It’s used in Datastore for all actual data loaded.

When defining Planning Versions, you should consider if the planning version should be ‘hard’ associated with the time-dimension. For example, you can create one ‘BUDGET’ planning version and use this version each year in combination with appropriate [time units] to save budget data for period 2016, 2017, etc. But you could, instead, create a separate planning version such as ‘BUDGET2016’, ‘BUDGET2017’ and include some kind of reference to time in the definition of the planning version. Both alternatives have pros and cons.

Copy Version

Use the function ‘Copy Version’ (link in the top of the Planning Versions window) to copy planning data from one version to another version. The data will be copied as-is from one version to another at the time the copy procedure is executed. This also implies that data stored on a particular month in the source version will be attached to the same period in the target version.

  1. Select the source version (From version) from which you want to copy the planning data.

  2. Select the To version to select the version you want to copy your data.

    1. You can limit the number of periods you want to copy by using the ‘From’ and ‘To’ period selection drop-downs.

On the right side of the screen you will see how many records of planning data that will be copied (‘Records’), and how many currency rates records that will be copied (‘Curr Rates’).

  1. Click the Copy button to execute the copy procedure.

The field 'Adjust' is used to make Bizview automatically convert the dates of the data to be copied, according to the time unit adjustment you provide.

For example, ISOMONTH 201401 .. 201412 Adjust 12, will copy all values from 201401 to 201412 and adjust them to be 201501 .. 201512

Caution: Before you execute the copy operation, make sure that you have selected the correct target version. Any existing planning data in the target version will be deleted before the data is copied from the source version. The deleted data cannot be recovered.

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