9.4 - Scenarios in tree layout
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.
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