Planning in Tables

In stories, tables are the centerpiece of the planning process. Working in a table, you’ll get a familiar spreadsheet experience with powerful planning tools built in.

Note

For users with BI licenses, some features are available for doing basic data entry on private versions of planning models, and simulating changes to embedded data. See Running Simulations on Embedded Data for more information.

To publish data and use planning tools, you’ll need a Planning license. See Features by License Type for Planning Models for details.

For an introduction to all of the planning features, see Getting Started with Planning.

For working quickly without the mouse, tables support keyboard commands for navigation, data entry, and version management. See Keyboard Command List for Tables for a list of shortcuts.

Data Entry

Tables are designed for quick and flexible data entry. You can perform basic operations like typing or copying and pasting values, and you can use the Planning Panel to shift and redistribute groups of values. If you need to enter data for a member that doesn’t exist yet, like a new product or store location, you can just add it in your table.

Version Management

Whether you want to quickly simulate a couple of scenarios and share them with your team, or manage changes to different versions of published data, the Version Management panel helps you keep your data organized and up-to-date.

Input Tasks

Getting input from managers of different regions, product groups, or cost centers can make your planning process more efficient and accurate, but it can also add complexity. Use input tasks to keep track of the process and make sure that everyone has access to the right data.

Planning with Currency Conversion

Tables let you display multiple currency conversions, and apply different conversion scenarios to each version. For details, see Displaying Currencies in Tables.