Exclude cells from data spreading

You can apply a hold to a cell, or a range of cells, to exclude cells from data spreading operations.

About this task

You can apply a hold to consolidation cells and leaf cells.

When a consolidation hold is applied, you can initiate data spreading from a single leaf cell. Based on the data spreading value you apply to the selected leaf cell, the remaining leaf values are updated so that the consolidation value remains unchanged.

For example, you apply a hold on the consolidated cell at the intersection of S Series 1.8L Sedan and 1 Quarter. This consolidation hold keeps the value in the cell constant at 1,000.

Figure 1. Example hold applied to a consolidation cell
View of hold applied to the consolidation cell S Series 1.8L Sedan and 1 Quarter.

If you initiate proportional data spreading from the cell at the intersection of S Series 1.8L Sedan and Mar and specify a value of 700, the Jan and Feb leaf values are changed proportional to their existing values. Jan has a value of 120 and Feb has a value of 180. The consolidation of the leaves remains 1,000.

Figure 2. View of unchanged consolidation value
View of unchanged consolidated value after changing value of leaf cell.

You can apply a hold to both the consolidated cell and one or more leaf cells. Using the original values in the example, you apply a hold to the consolidated cell and a single leaf cell, Jan. When you change Mar from 500 to 700, proportional spreading affects only the Feb cell. The value for Feb changes to 100. The consolidation of the leaves remains 1,000.

Procedure

Right-click a cell and click IBM® Planning Analytics > Set Hold.
To apply a hold to a range of cells, you must set a hold for each cell in the range separately.

Results

The formatting of the cell changes to show a hold is applied. To change the formatting, modify the Hold Values - IBM Cognos style.

To remove a hold, select a cell with a hold applied and click IBM Planning Analytics > Remove Hold.