Entering Values in a Table

When working with a table based on a planning model, you can create and edit model values by typing in the table cells.

Entering values is possible when the following conditions are met:
  • You have permissions and authorizations to make changes to the model values.

    Users with BI roles can create private versions and change single booked values. Planner Reporter, Modeler, and Admin roles can use any of the planning tools to enter data on public or private versions. For more information, see Permissions.

  • The cell is not locked, either by a value lock or by data locking.

    For more information on value locks in stories, see About Value Lock Management. For more information on data locking, see Configuring Data Locking.

  • If the cell is calculated by a formula, the formula must have one or more inverse formulas defined, and the target cells must be booked. For more information, see Inverse Formulas. For restricted measures and accounts, you can also change the values of cells that are included in the scope of the restriction.

  • The value can be disaggregated from the cell to one or more leaf members for each dimension in the model. For more information, see Disaggregation of Values during Data Entry.

Note

You can choose to show tooltips that explain why a selected cell does not allow data entry. To enable these tooltips, from your table select Start of the navigation path Next navigation step Show/Hide Next navigation step Reason for unplannable dataEnd of the navigation path.

Data entry and copy and paste operations do not affect members that have been excluded from the table by story, page, or table filters on dimensions or dimension attributes. Allocation processes can still affect these members, however.

Members that are selected in a filter but set to invisible are treated as visible members when you type or paste values in the table.

How to Enter Values

You can type an absolute value in a cell (for example, -2398), or type a relative value such as *2 or +500.

The following symbols are used to change the relative value of a table cell. nn refers to the numeric value.
Relative Value Symbol Description
*nn Multiply by nn
/nn Divide by nn
nn% Increase or reduce by nn percentage.
+nn Add nn to the value
+-nn Subtract nn from the value (add a negative amount)

You can also include the scale (for example, Thousand, Million, Billion) when typing a value.

The following values can be used with or without a space between the number and the letter.

Values must start with a number. For example, to use the scale notation to write 750 Million, you could type 750 Million or 0.75B ( .75B will also work).

Scale

Single Letter

Complete Word

Short Form

Thousand

1T

1 Thousand

1K

Million

1M

1 Million

1M

Billion

1B

1 Billion

1Bn

You can change cell values by copying and pasting, cutting and pasting, or using allocation features. For more information, see Copying and Pasting Cell Values, Cutting and Pasting Cell Values, and Using the Planning Panel.

Working with Booked and Unbooked Cells

When you change a booked value, the leaf members that aggregate up to that value are adjusted proportionally to reflect your change.

When you enter a new value in an unbooked cell, which displays a dash character (-) instead of a value, values are also booked to one or more leaf members for each dimension that aggregates up to the cell. The Unassigned member usually receives these values. For more information, see Disaggregation of Values during Data Entry.

Note
When dimension attributes are added to the rows or columns of a table, data cannot be entered in unbooked cells.