This article explains how to create and work with scenarios in tree layout.
- Create a matrix and, on the Planning tab, select Tree from the Layout dropdown.
- Configure the baseline measure.
- Select the comparison measure and select Save.
- On the Tree View ribbon, select Create scenario.
- Enter a name for the scenario. Select the series to include in the scenario. Select Create.
- Use the Scenario menu to navigate between scenarios or create new ones.
Simulate scenario values#
- Hover over a tile to display the simulation slider and adjust values. Simulated values are automatically distributed to descendant nodes.
- Simulated values automatically roll up to higher levels in the hierarchy.
- Review sparklines and accent lines, which are color-coded based on variance.
- To prevent values from being simulated, hover over a tile, select the ellipsis (⋮) menu, and then select Simulation lock.
- Simulated values appear at the top of the canvas.
Further customization#
- Select the arrow on a tile to collapse or expand descendant nodes.
- Select the ellipsis (⋮) menu to access actions such as pinning, editing, commenting, and locking values.
- Select Simulate per Period to adjust simulation values across time periods.
- Enter precise values for each period to simulate the values for the selected node.
- Select View Details to access additional insights.
- On the Trends tab, compare values over time across scenarios and measures.
- Select Table to switch to a tabular view of the data.
- Select Details to view information about the selected node, including value, simulation impact, and variance.
- Select Variance to compare the variance between the primary and comparison values for the selected total and its descendants.
- Select Simulation to visualize the impact of simulated values on the base measure.
- Select Dependents to view trends over time for dependent nodes.
