# 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).

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FWwsIj8ScxF0X7wGieitZ%2Fimage.png?alt=media&#x26;token=eb18d55e-2241-4ea7-b62e-bfd41a2cb186" alt=""><figcaption></figcaption></figure>

7. 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).

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2Fbbutb1OpXy4KzzSeeDOx%2Fimage.png?alt=media&#x26;token=7e5e34e8-a708-41d5-a614-7b3ff4ede623" alt=""><figcaption></figcaption></figure>

4. 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**.

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FditFPqV6jwo0EGaVPCBT%2Fimage.png?alt=media&#x26;token=d9249b41-8add-42c5-ace9-44d0d033cb54" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FUSBF598uh9VDeRPqEeoh%2Fimage.png?alt=media&#x26;token=fac087a5-5fa2-44b6-a6ae-695b76ce2764" alt=""><figcaption></figcaption></figure>

### 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.