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Adaptive Planning
Last Updated: 2023-07-14
Reference: Scorecard Settings

Reference: Scorecard Settings

Appearance Settings

Section
Field
Description
General
Name
General
Show In Presentation Mode
Sections
Sections
Name
Sections
We automatically use the Type and Version as the name for these column configuration areas. We don't display these configuration area names on the scorecard.
Sections
Name Type
Sections
Name
Sections
Type
Sections
Version
Sections
Time Alignment
Sections
Period Count
Sections
Period
Sections
Data Range
Sections
Comparison Version
Reference Version
Sections
Variance Type
Sections
Variance Percent
Sections
Chart
Sections
Accumulate
Sections
Color
Sections
Breakdown Period Level
Conditional Formatting

Data Settings

Section
Field
Description
Accounts
Accounts
Name of the account.
Accounts
Name
Accounts
Account
Accounts
Filter
Accounts
Display units
Accounts
Negative Number Format

Time Settings

Section
Field
Description
General
Calendar
General
Stratum
General
Pinned
Set a fixed time period based on the selected strata.
Example: For
Stratum
, select:
Month
. Then:
  • For
    Single Period
    spans, select a specific month. Example: April 2017.
  • For
    Range
    spans, select the start and end months. Example: April 2017 to June 2017.
General
Unpinned
Set the time relative to the reference period displayed on the perspective toolbar and based on the selected strata.
  • Current
    : Matches the date selected for the perspective.
  • Backwards
    : Adjusts backwards from the perspective date by the number that you enter.
  • Forwards
    : Adjusts forward from the perspective date by the number that you enter.
For
Single Period
spans, set the relative time for the chart. For
Range
spans, set the relative time for the start and end of the range.