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Knowledge and Support - Adaptive Insights

Applying a Version Element

Your Adaptive instance most likely includes many versions of a plan, such as budget, actuals, forecast, and more.

When you apply an account element to your report, the data is initially based on the default version, such as the current fiscal year’s working budget. This default is set in your Adaptive Planning instance. You can verify the default version by checking the version at the Book level from the Review tab in the Reporting pane.

You can base your OfficeConnect report on a different version by applying a version element to the report. Applying multiple versions to one report is useful when reviewing side-by-side comparisons of accounts. For example,when comparing the planned budget to actuals.

To specify the version element for your report:

  1. Open your OfficeConnect report to which you’ve already applied accounts and time elements.
  2. Select the columns on which to add the version element.
    Select all columns if you want the version to apply to the entire report.
  3. Click the Elements tab from the Reporting pane and expand Versions.
  4. Drag the selected version to the selected columns in the grid.
    Alternatively, click Apply To Selected Cell(s) from the Elements pane.
  5. Click Refresh from the Design group in the OfficeConnect tab.
    Your report data is updated to reflect the addition of the version element.
    To add a version label, see Applying Element Labels.
  6. Select the column or a cell on the column and click the Review tab from the Reporting pane to review the version metadata.

    The default metadata you see at the book level are the global settings that can be overridden by metadata applied at the lower levels of the report.
    • Metadata in the worksheet overrides metadata in the workbook.
    • Metadata in the column overrides metadata in the worksheet.
    • Metadata in a row overrides metadata in the column. And finally, metadata in a cell overrides metadata of the same type in the row.

You can see which element has precedence by examining the Review pane, which shows all elements applied to the selected cells, rows, columns, and the workbook as a whole. The Net section of the Review pane shows which elements have top priority.

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