Managing Effective Dates in Scenarios

Overview

Effective dates determine when changes made within a scenario take effect and are reflected in forecasting and analysis. Users can set effective dates either in bulk or for individual cards.

Setting Effective Dates

There are two ways to update the effective date:

1. Bulk Edit (Multiple Cards)

1. Navigate to your scenario.

2. Select one or more cards.

3. Open the right-side panel.

4. Click Edit Attribute.

5. Locate the Effective Date field (default is set to today).

6. Choose your desired date (e.g., March 29).

1. Save your changes.

2. Individual Card Edit

1. Open a specific card.

2. In the edit pane, locate the Effective Date at the top right.

3. Update the date as needed (e.g., March 29).

1. Save your changes.

How Effective Dates Impact Forecasts

• Changes will only be reflected on or after the selected effective date.

• If the effective date is set in the future, updates will not appear in forecasts until that date is reached.

Viewing Changes in Forecast

To review how effective dates impact your scenario:

1. Click the menu icon.

2. Select Forecast.

3. If the effective date has passed (or is current), you will:

   • See updated values reflected in the forecast.

   • Be able to compare before and after changes.

Analyzing Results

You can analyze the impact of your changes in multiple ways:

• View data across:

  • Monthly

  • Quarterly

  • Yearly perspectives

• Export data as a CSV file for further analysis.

Key Notes

• The default effective date is today.

• Future-dated changes will not appear until the selected date is in effect.

• Both bulk and individual editing options provide flexibility depending on your workflow.