¶ 1. Overview
When publishing a cube in T6, 4 dimensions are generated by default: Time, Entity, Account, and Scenario. The dimensions allow the data to be segmented in various ways. The Scenario dimension adds a layer of context to the data, indicating whether it is something that has already occurred, something that is planned, or something that has been finalized. Every cube starts with 2 members in the scenario dimension by default: actual and planned, and it may also include the closed state, depending on the month in a specific interface.
Scenario is the only dimension without a hierarchy, meaning all members are on the same level.
¶ 1.1. Prerequisites
To use the Scenario Types screen, the user will need the Manager feature Manage the application structure/model;
In addition to at least one of the following Manager features (application level):
| Feature | Description |
|---|---|
| Manage Actual Scenario Type | Allows viewing and changing actual scenario types on the Scenario Types screen. |
| Manage Planned Scenario Type | Allows viewing and changing planned scenario types on the Scenario Types screen. |
If the user does not have either of the two features, the Scenario Types option will not be displayed in the Modeling menu, even with the Manage application structure/model feature enabled.
¶ 1.2. Access Control by Scenario Type
There are two security features at the Manager (application) level to control granular access to the Scenario Types screen:
- Manage Actual Scenario Type;
- Manage Planned Scenario Type;
The access behavior is determined by the combination of features enabled for the user:
| Enabled Features | Menu Access | Scenarios displayed in filter |
|---|---|---|
| None | Screen not displayed in menu | — |
| Only Actual | Screen accessible | Only Actual type scenarios |
| Only Planned | Screen accessible | Only Planned type scenarios |
| Actual and Planned | Screen accessible | All scenarios (Actual and Planned) |
This segmentation ensures that teams working with actual scenarios do not modify planned scenarios, and vice versa.
¶ 2. Features
The Scenario Dimension has a type defined as actual or planned. The combination of the Scenario dimension with the Time dimension allows us to detail the scenario type. In an actual scenario, we can define only the closed or actual types.
In the forms within T6, the scenarios can be displayed in rows, columns, or pages.
There are calculations made in the application that depend on the scenario's state for that month (Actual, Planned, or Closed).
| State | Description |
|---|---|
| Planned: | Represents data for future forecasts or plans. |
| Actual: | Represents data for events or transactions that have already occurred. This state contains historical and recorded information (it can be changed through other forms or by formulas that run in the actual state). |
| Closed: | Represents data that will never be recalculated in the current context. |
If the application is for consolidation, the scenario types become: Open, Not Open, and Closed.
¶ 3. Usage
Even if a scenario is planned, it may still have months that are already actual.
EXAMPLE:
For a planning application, in a planned scenario, the months from January to April can be configured as actual months. Therefore, the data for these months will not be editable in the forms.
Through the Scenario Types screen, we can change the state of a specific scenario, filter scenarios, and perform bulk actions. To use it, follow these steps:
-
Open the main menu in T6 and go to Modeling;
-
Select the Scenario Types option; (a panel will open on the side where we can change the scenario's state);
-
In Scenario Types, we have 3 filtering options: Application, Scenario, and Year;
- Application: By clicking on
, a list of all available applications for the user will be displayed for selection; - Scenario: By clicking on , only the scenarios associated with the selected application and for which the user has permission will be displayed (according to the Manage Actual Scenario Type and/or Manage Planned Scenario Type features enabled). This step allows us to select one or more scenarios to be displayed;
- Year: By clicking on , the years existing in the previously selected application and scenario will be displayed, also allowing us to select one or more years to be displayed;
- Application: By clicking on
-
We can click on
to collapse the filters and make it easier to view the list;
¶ 3.1. Scenario Alteration and Bulk Actions
Based on the definitions applied in the filters, we will have a list of the selected scenarios and periods.
In this list, Scenario, Year, Month, and Type will be displayed, as shown in the example below:
- From this list, we can change the state of a specific scenario by clicking on the desired state in the Type column (Actual, Planned, Closed).
- We also have the Bulk Actions option, which allows us to change the scenario type for several rows at once by selecting the buttons and changing to ; if the button in the header is selected, all rows in the list will be selected;
- By clicking on in the Bulk Actions option, the actions we can perform will be displayed, such as: Change to actual, Change to planned, and Change to closed;
- After selecting the rows and the action to be performed, click on
, the action will be applied to all selected rows; - To finalize and save the performed actions, click on
.
¶ 3.2. History
We can view the history of changes and the current state of each row.
- Click on
in the Type column. - A new panel, Audit Scenario Type, will open.
- This panel displays two types of information: Current State and Latest Changes.
- In Current State, the following information is displayed: Application, Scenario, Time, and Current (the scenario type at the time of the query).
- In Latest Changes, we have a history displaying the User who made the last change, the Date and time the action was performed, and the Change that was made, in this case, the altered scenario type.
¶ 4. Q&A
Frequently Asked Questions
1. What is the Scenario dimension?
The Scenario dimension is the dimension that indicates the context of the data, having different types depending on the Application type (Planning or Consolidation).
2. Does the Scenario dimension have a hierarchy?
No. All members in the scenario dimension are at the same level.
3. What scenario types exist in a planning application?
The scenario types in a planning application are: Actual, Planned, and Closed.
4. What changes in scenario types for consolidation applications?
The scenario types in consolidation applications become: Open, Not Open, and Closed.
5. What is the difference between Actual and Planned Scenario?
Actual Scenario: event that has occurred;
Planned Scenario: future projection (can have months marked as actual).
6. What does the Closed scenario type mean?
The Closed scenario type represents a frozen period, without recalculations or editing.
7. Can I have actual months within a planned scenario?
Yes. In a planned scenario type we can have months marked as actual (data in this period becomes non-editable).
8. Who can access the Scenario Types screen?
The user will need the Manager feature Manage the application structure/model;
In addition to having at least one of the following Manager (application) features enabled:
- Manage Actual Scenario Type — to work with actual scenarios;
- Manage Planned Scenario Type — to work with planned scenarios.
Without either of these features, the Scenario Types option does not appear in the Modeling menu.
9. How do I access Scenario Types settings?
- Access the T6 Main Menu;
- Click on Modeling to display the options;
- Click on the Scenario Types option (a side panel will open for configuration).
10. How do Bulk Actions work?
Bulk actions in scenario types are used to change more than one period at once.
- In the scenario types panel Select the rows (checkbox) you want to change (one by one, or, in the header to select all);
- Choose the action to be performed (change to: Actual, Planned, or Closed);
- Click Apply to perform the change action;
- To finish, click Save.
11. What happens if I don't save after applying changes to scenario types?
When applying changes to scenario types, if you don't click the Save button, the changes will be lost.
12. Where do I see the change history for scenario types?
Next to each row in the panel there is a question mark icon in the Type column, click the icon to view the changes in that scenario type.
13. What does the scenario types history show?
The change history in scenario types displays: Current state and recent changes (User, Date/Time, Change).
14. Why don't some periods change in scenario types?
In scenario types, some periods may be Closed or controlled by a rule/process, preventing their modification.
15. Does changing scenario type alter data?
Changing the scenario type does not alter existing values; it changes behavior (editing/calculation).
16. Does changing scenario types impact forms?
Yes. In scenarios of the Actual/Closed types, they are normally locked for editing.
17. What is the "Not Open" scenario type in consolidation applications?
The Not Open scenario type in consolidation applications is a period not yet released for input/consolidation.
18. How do I know if another user changed something related to scenarios?
You can access the Scenario Types tool and check the history to verify the recent changes.
19. Can I create new scenario types?
No. Scenario types are fixed, varying according to the selected application type.