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Navigation settings in Planning Book

Hi Experts,

I made following changes in Navigation in PB.

I changed the Planning Bucket Profile in the DV using period structure settings option. From Header settings -- I changed the 'Total' to 'Details(all)' option.

I went to Pivot sorting and changed the sequence of columns.

Can I save all above changes somehow so that next time these steps are not required to be repeated?


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2 Answers

  • Best Answer
    Posted on Jun 04, 2014 at 07:10 AM


    Just elaborating suggestion from Bala,

    You can follow the below steps,

    1) First, Load the data into the Data View.

    2) Then goto 'Maintain User Settings'( Ctrl + F7 )

    3) goto Navigation Path (DrillDown) and add the Characteristic by which you want to drill.

    4) Same way, you can do it on Pivot Sorting.

    5) Save and Exit.

    6) Next time, when you come to this dataview, you will see your settings back as and when you load the data.


    Santosh KB.

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    • Hi Santosh,

      It does not behave in SNP excatly the same way as in DP. Here you canm not select characteristics. But I found a workaround. You can select the grid -- do a right click --goto Navigation and save.

      This way you save your settings and fileter does not get refreshed.

  • author's profile photo Former Member
    Former Member
    Posted on Jun 04, 2014 at 06:55 AM


    I think you can use User settings for layout and other settings..



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