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Display Options Settings and Fields for Excel Interface for Planning

Learn the details and definitions of all the fields in the Display Option window to filter and narrow your focus.

Display Options > Time Tab

Check out the step-by-step instructions. 

The Time tab has three main settings:

1 Viewable time range: choose where the sheet starts and finishes

2 Column display options: select what time periods within the range to show

3 Suppress rows if all zeros or blanks: hide rows that have no data or have all zeros. 

  

Viewable Time Range

A sheet may have data from January 2010 through some future year. You can specify the start and end to narrow your view. The selections available are described in the table:

Dropdown Option Based On Shows for Start Shows for End Choose for Additional Fields When Chosen
Start or End of Version Version setup. As far as back as the beginning of the version. As far as forward as the end of the version. A comprehensive view of the version. N/A
Start or End of Plan ??? ???   ??? Offset: Enter negative or positive numbers to start or end earlier or later than your selection.
Current [time periods] Calendar setup. A common calendar might include Current Month, Current Quarter and Current Fiscal Year.

The smallest segment of the selected time period.

If you choose Current Year or Current Quarter in March of 2018, the sheet starts at January 2018.

The smallest segment of the selected time period.

If you choose Current Year in March of 2018, the sheet ends at December 2018.

If you choose Current Quarter, the sheet ends in March 2018

A view of fiscal time periods. Offset: Enter negative or positive numbers to start or end earlier or later than your selection.
Smallest Time Period The smallest available time period of the calendar.  A common calendar's smallest time period is Month.  Exactly what you choose from the additional dropdown menu that appears.  A specific start or end date. Select the specific time from the dropdown that appears. 
 

Column Display Options

Select the options you want visible on the sheet.

  • Options include all available time periods of your instance's calendar based on the time span selections.
  • Options are grayed out (you can't select them) because they don't apply to the sheet or the accounts on the sheet. 
  • You can choose different options for each visible year. 

Examples of Time Span Displays

Assume it's May of 2017:

Field Time Span Display Example 1 Time Span Display Example 2 Time Span Display Example 3 Time Span Display Example 4
Start Selection:

Current Year

Offset: 0

Current Year

Offset: -1

Month and select April 2016 Month and select April 2016
End Selection:

Current Quarter

Offset: 0

Current Quarter

Offset: 2

Current Month

Current Month
Column Displays: Months for all years Months for all years Months for all years

For 2016, select quarter

For 2017, select month

Result:

Start: January 2017

End: June 2017

Start: January 2016

End: December 2017

Start: April 2016 

End: May 2017

Q2, Q3, and Q4 for 2016, followed by January, February, March, April and May of 2017

Display Options > Version Comparison Tab

Reference and compare data from other versions on the same sheet as you plan. Check out the step-by-step instructions

Field Explanation
Year

Includes the span of years available in the current version  selected for the sheet.
Select any year to view side-by-side data per column. 

Make sure the time range selected in the Time tab corresponds to the year you select you here. For example, if you have filtered your time range to only view the current quarter, the version comparison from a prior year won't be visible. 

First comparison version and second comparison version Select to pull one or two versions to compare to your sheet.
Version

Includes all version available to you.  Select the version to compare to your current sheet.

You can select the same version for the first and second comparisons and offset one of them. 

Offset Offset the year of the version  forward or backward by entering a positive or negative number.