You can temporarily switch analysis types to view scenario data from another perspective. When you switch analysis types, you can analyze scenario data in a different planning workbook with planning worksheets, report worksheets, and key metrics and assumptions specific to the temporary analysis type.
For example, if you are analyzing a scenario from a sales perspective using the Demand Impact analysis type, you can switch to a financial perspective that uses the Financial Impact analysis type. You can then calculate key metrics and assumptions and view reports and charts for that analysis type.
When you switch views, data changes and calculated key metrics and assumptions in the temporary view are not saved and do not affect scenario data in the original view. You can switch views for scenarios that are in the In Progress and Submitted states.
To view a scenario as another analysis type:
In the Planning Workbench, click Analysis Workbench, and then select a scenario.
Scroll to Key Metrics/Assumptions, select an analysis type next to View as.
The analysis types that appear in the Analysis Workbench are defined by an administrator on the Presentation tab in the Administration Workbench.
The panel displays key metrics and assumptions for that analysis type.
Analyze the scenario using the temporary analysis type by clicking Actions and selecting Analyze Scenario Name, where Scenario Name is the name of the scenario.
You are returned to the list of scenarios, and Excel opens to display scenario data in the planning workbook for the temporary analysis type. It may take a few minutes for the scenario to open in Excel.
You can perform what-if analysis in this planning workbook; however, your data changes and calculated key metrics and assumptions are not saved.
After you complete your analysis using the temporary analysis type, close Excel.
The next time you open the scenario in Integrated Operational Planning , you are returned to the original analysis type with the same scenario data that you had before switching views.