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Adaptive Insights
Knowledge and Support - Adaptive Insights

Default Types and Precedence Rules

Introduces settings and property defaults and Adaptive Planning element defaults, and explains the precedence rules for OfficeConnect reports.

OfficeConnect uses defaults in reports that may not be obvious. Understanding defaults helps you analyze and manipulate the data displayed in the report. You can change these defaults through User Settings, Workbook Properties, and Selection Properties. You can also override defaults by adding filters and elements to the OfficeConnect worksheet. 

Because any of these changes may conflict with another, OfficeConnect reports follow precedence rules. These rules tell the report which elements, settings and properties to honor when displaying data. 

Default Types

Defaults are based on OfficeConnect settings and properties or on the structure of your Adaptive Planning model.

Every OfficeConnect report has the following defaults:

Defaults based on OfficeConnect Setting and Properties Default Elements based on Adaptive Planning Model

Settings and Properties defaults  affect the display of the report, rather than the data.  They can be set for your user ID, your workbook, and various parts of your workbook (columns, rows, and cells):

Element defaults affect the data an work the same way elements that you add to the worksheet work. They are e not visible on the worksheet, but you do see these elements on the Review tab. 

 

*Currency is listed as both types because it is an element default based on both the Workbook Properties and the Adaptive Planning model.

Precedence Rules for Settings, Properties, and Elements

Both default types follow the same precedence rules:

  • Cells override rows
  • Rows override columns
  • Columns override worksheets
  • Worksheet filters override workbook filters
  • Workbooks properties override user settings and Adaptive Planning elements

Properties and elements added to a cell trumps anything else on the report.

You can check the defaults and added elements of any data point in your OfficeConnect report to understand the source of the data.

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