Customizing Your Calendar View in Planning

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Table of Contents

Locating the Worksheet Modules

Manage Subsets to Customize Your View

The Worksheet modules enable you to build your budget. They include Operating Expenses, Revenue, Personnel, Drivers, and Adjustments.

You can customize each Worksheet application to see only the information you need to see at a given time.

For example, you can customize your calendar to see as long, short, or detailed a calendar view as you want (for example, only the quarterly amounts for 10 years, or the period amounts for three years).

This document shows you, a Planning Maestro user, how to customize your calendar view in the Planning modules.

Locating the Planning Applications

To customize your calendar view in Worksheets, open the Worksheets module and select one of the applications.

Info.png Please Note: This document uses the Revenue application as an example. You can use these steps to customize your calendar view in any application.

The application opens.

Customizing Your Calendar View

You can customize your calendar view by using the Time Dimension under Columns.

This Time Dimension under Columns controls which years and periods appear on the right side of the table below. You can customize this setting to see the range of years, quarters, and periods you want to focus on to build a budget.

Example.pngExample: You can set up the Time setting to show only Quarter 1 and Quarter 2 for the next five years, or all quarters for the next three years.

Step 1: To customize your calendar settings, under Columns, select the More icon ( Default__Time__-_More.png ) on the right side of the Time Dimension there (Default [Time] unless you are using an already-customized view with a different name).

Step 2: A Select Subsets popup appears.

  • To use one of the existing formats, select the format from the list.

C1c.png

  • To create a new calendar view, click Manage Subsets.

C1d.png

A Manage Subsets popup appears.

C1e.png

Step 3: On this popup, you can manage the following settings:

  • Subset – Click on this dropdown menu and select the type of subset you want:

C1f.png 

  • Fiscal Calendar Month – The Fiscal Calendar Month view displays the total for each year, each quarter, and each period in this view.

C1g.png

Info.png Please Note: Depending on your company’s fiscal calendar, you may have 12 periods or 13 periods per year.
  • Default – The Default view displays the periods for the latest year in this view. The format for the headings of these columns is YYYY-MM.

C1h.png

Info.png Please Note: There may be more view options in this list, depending on what Time subsets you and other users created.
  • Subset Options – Click on the Settings icon ( Settings.png ) to choose whether to add a column to the table displaying Ad Hoc Calculations. An Ad Hoc Calculations column shows a running total of all the numbers in the view for that row, which helps you easily keep track of the total amount for each line item in your view.

C1i.png 

  • A Subset Options popup appears. To add an Ad Hoc Calculations column, click on the toggle switch to turn it to the ON position.

R3j.png

  • An Ad Hoc Calculation Title field appears. Enter the heading for the column which displays the Ad Hoc Calculations in this field.

R3k.png

  • Click Apply.

R3l.png

An Ad Hoc Calculation column with the title you entered appears in the table.

  • View – In the list below, click every year, quarter, and period you want to have a separate column in the table. When you select an item, a dark gray checkmark appears on its left ( Accept.png ).

C1j.png

To include a year and its periods, but not the total for each quarter, select the year itself. Then, right-click on each quarter (for example, Q1 2025 – 2025 in the screenshot below) and select Unselect this node from the dropdown menu. This setup gives you a view of the year total, and then the total for each period.

C1k.png

Calendar view with year and period totals, but not quarter totals:

C1l.png

To display the total amount for a single year or quarter without displaying all the periods included, click on the Collapse icon ( Collapse_icon.png ) to the left of the year or quarter.

C1m.png

The year or quarter “collapses” to hide everything except the total amount.

C1n.png

Calendar view with one year’s total amount and the next year’s total and period totals:

C1o.png

Step 4: Save your calendar view.

  • Save – Click Save to make this calendar view your only calendar view.

C1p.png

Warning.png Please Note: Only Administrators can edit and save the Default view./;
  • Save As – Click Save As to make this calendar view one of several options.

Example.png Example: You can save different views for different budget contributors such as a long-term, comprehensive one for yourself and a simple one-year view for each of the department heads who need to enter their budgets here.

C1q.png

  • If you clicked Save As, a Save Subset As popup appears.

C1r.png

  • Click on the Scope dropdown menu and select one of the following options to choose who can see this calendar view:

R3r.png 

  • Shared (Administrators only)– Select this option to let other users see this calendar view.
  • Private – Select this option to keep this view private for yourself.
  • In the Subset Name field, enter a name for this calendar view you can remember easily.

  R1w.png

  • Click Save Subset.

C1s.png

The view you created appears in the table. Now, the item in Columns is labeled [Name of the View You Created] [Time].

Info.png Please Note: If needed, you can delete custom calendar views or time subsets.
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Comments

2 comments
  • Hi Desiree - What if the year you are looking for doesn't appear? Should it be added in Dimensions?

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  • Hi Ruth - You can edit the Definition for the Time Dimension by updating the First Fiscal Year to a later year or increasing the Number of Years.

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