Creating the expenses plan

To create the expenses plan, add a view that already exists to the Expense input sheet.

This video illustrates the steps described below:

Video that demonstrates how to create views.

https://youtu.be/3vBm7LVuKis

Procedure

  1. Ensure that you are in edit mode.
  2. Click Show tree icon to show the tree.
  3. In the tree, expand Planning Sample > Cubes > plan_BudgetPlan > Views.
    Planning Sample tree expanded.
  4. Drag the Budget Input Detailed view onto the Expense input sheet.
    Tip: You can also find and add this view to the sheet by typing view budget input detailed in the intent bar:
    intent bar
  5. Click the Budget Input Detailed view. Resizing handles appear around the edges. handles.
  6. Resize the view to make it the full width of the Expense input sheet and half the height, so that you have room to add another view on the sheet.
  7. Go to the tree, and expand Dimensions > plan_time dimension in the tree.
    Tip: You might need to scroll down the tree to find it the dimension. A dimension has this icon: dimension iconand then clickhierarchy icon to see Sets, Levels, and Members
  8. Expand Sets.
    plan_time dimension expanded so that you can see Sets

    Sets are selections of members in dimensions that you can use for focusing on smaller groups of members.

  9. Find the Current Desc Year Qtr Month set and drag it on top of the plan time tile on the Expenses input sheet.

    This set replaces the plan time dimension with the Current Desc Year Qtr Month set.

    Tip: The plan time tile turns yellow when the Current Desc Year Qtr Month set is in the correct position to replace it.
    Drag the Current Desc Year Qtr Month set on top of the plan_time dimension tile
  10. Click the plan chart of accounts tile, and then click edit set to open the set editor.
  11. Click the bullet icon bullet icon and then click Children
    children bullet icon
    .

    This option means that when you select a member for insertion into the Current Set list, the member's children are also selected.

    Update the set
  12. Click Operating Expense in the Available Members pane.
  13. Click Replace and close.
  14. Click expand to expand Operating Expense.
  15. Click the plan_department tile and then click edit set to open the set editor.
  16. Click Display aliases
    Display aliases icon
    and select one of the aliases, for example, Department_English. Then click Apply and close. Notice that the members in plan_department change from numbers to text in the language of the alias that you selected.
  17. Click the pencil pencil in edit mode to leave edit mode.

Results

Your view should look similar to this image (the numbers might be different):

Expenses input view