Number

Plan allows you to enter and format numeric data in multiple ways. You can create a new empty series or copy values from another series.

In this article, you learn how to create and manage numeric data input columns.

Create a data input number column

To create a data input number column:

1. Go to Planning > Insert Column and select Number.

2. Choose one of the following options:

   • Insert a new empty series

   • Copy from another series

Create a blank number column

The Insert a new empty series option inserts a blank numeric column that you can configure and populate through manual input. After selecting this option, a side panel opens as shown below.

Enter a title and configure the required properties to create the column. For more information, see configure number properties.

After configuring the properties, select Create. The column is then inserted into the report.

Configure number properties

The fundamental properties of a data input column, such as Insert as, Input type, Default value, Change formula, Allow input, and Description, are covered in configure data input column properties.

Additional configuration options available for the Number input type include:

• Aggregation: Defines how totals and subtotals are calculated. You can configure aggregation types separately for rows and columns. By default, values are aggregated using Sum, but you can choose other aggregation methods such as Average, Minimum, or Maximum.

• Distribute parent value to children: When enabled, values entered at the parent level are automatically distributed to child rows. This option is useful for budgeting and allocation scenarios.

Note

The Distribute parent value to children feature is supported only for Sum, Average (Leaf), Minimum, Maximum, First and Last aggregation types.

• Minimum and maximum values: Define the allowed input range for leaf-level cells. You can specify the limits using a static value or a measure. If a user enters a value outside the configured range, an error message is displayed.

You can modify existing Number input type measures or columns. For more information, see Modify column properties.

Enter values

You can enter values in the following ways:

• Double-click a cell and enter values using the formula bar.

• Enter values directly in the cell by selecting the cell and hit enter after entering value.

Entered values are automatically aggregated to parent levels and distributed to child levels when applicable.

Create a number column from an existing series

This option creates a numeric column by copying values from an existing series.

• You can select from available measures, forecasts, or even hidden measures.

• The copied values act as initial values only.

• Changes to the source series are not reflected in the new column.

To create a numeric input column using values from an existing series:

1. Go to Planning > Insert Columns > Number

2. Select the Copy from another series option.

3. Choose the measure or column whose data you want to use.

1. After selecting the source series, a side panel opens for configuration. Update the title if required and select Create.

The column is created with pre-populated values.

Create a data input column from an existing column

You can create a new data input column by copying values from an existing column.

To copy as data input:

1. Hover over the required column and select the column gripper.

2. Choose Insert > Copy as data input.

1. A side panel opens where you can update the title and configure properties if required. Select Create.

The new column is created with copied values. Changes to the source column are not reflected in the new column.