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Adaptive Insights LLC.

Display un-adjusted actuals data for plan versions

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release. 

Question

I want to make adjustments to my actuals version, but I don't want those adjustments to be included on the overlay for my plan version. Is this possible?

Answer

With actuals sub-versions, you can make adjustments to your actuals data while retaining the ability to view your unadjusted actuals. The top actuals version in the hierarchy will sum the values from the sub-versions, and this version is the default to be overlaid over plan versions.

However, you can make an adjustment in the plan version settings to overlay a sub-version as shown below.

actuals overlay.png

 

For more information on actuals sub-versions, please see this article

 

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