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Move the Left Scroll Limit

Explains how to change the left scroll limit of plan versions and how the setting works with the Start of Plan and Actuals Overlay.

The Left Scroll Limit is a plan version setting. It controls how far back in time you can see of the plan version on sheets. You choose the largest period of time in your calendar, most commonly the fiscal year.

LeftScrollLimitSetting.png

Before You Begin

  • New to Versions? See Version Overview and Version Types.
  • Required permission: Model Management Access > Model and Model Management Access > Versions

How You Get There

Compass.png From the nav menu, select Modeling. Then, from the Versions and Time menu, select Versions.

How the Left Scroll Limit Works

If the Left Scroll Limit is FY2014, you can use the display options in sheets to see as far back as January 2014: 

Start of Plan and End of Plan

The Start of Plan time period must come after the Left Scroll Limit. For example, if you choose FY2014 for the Left Scroll Limit, the Start of Plan must be January 2014 or later. 

The End of Plan time period must come after the Left Scroll Limit.

The Left Scroll Limit and Actuals Overlay

Scenario

Assume the plan settings are:

  • Left Scroll Limit: FY2014
  • Start of Plan: January 2015

    LeftScrollandStartPlan.png

Data Display in Sheets with Actuals Overlay

Periods between the Left Scroll Limit and the Start of Plan display actuals data on the plan version from January 2014 to December 2014, even for hidden actuals versions.  

Exception: If the actuals version's Completed Values Through date is an earlier time than the Start of Plan date. For example, if the Complete Values Through date of the actuals is June 2014, the sheets display actuals data from January 2014 to June 2014. Plan data displays for all periods after that.

Left Scroll Limit and Your Calendar

The Left Scroll Limit must start at least three time periods after the first period of your configured calendar. Otherwise the initial balance for the start of your version doesn't calculate correctly.

If your month-based calendar begins on October 2016, choose a Left Scroll Limit no earlier than January 2017.

Move the Left Scroll Limit

If you move the Left Scroll Limit forward, you delete all the data of that version prior to your new Left Scroll Limit date. If the Left Scroll Limit is FY2014 and you change it to FY2016, you delete all the data for 2014 and 2015 in the version. 

To protect the data of the default version, you cannot change the Left Scroll Limit to be a later time period. See Change your Default Version.

To move the Left Scroll Limit:

  1. From the version list, select the plan version. 
  2. In the Options settings, select a time period from the Left Scroll Limit drop-down. Choose a period that is before the End of Plan and the Start of Plan.
  3. Save the version.
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