Compare Two Planning Versions Side by Side

Add a second version column to any OfficeConnect report to compare Budget vs. Forecast, two plan iterations, or any two Adaptive Planning versions.
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Any OfficeConnect report can show multiple versions at once. Here’s how to add a second version column alongside your existing data.

Steps

  1. Open your OfficeConnect workbook and click the OfficeConnect tab.

  2. Click an empty column header cell (for example, C1 if your existing data is in column B).

  3. In the Reporting pane, expand Versions and drag the second version (e.g., Forecast) into C1.

  4. Click C2 and drag the same time element you used in B2 into C2. Both columns now share the same time period.

  5. Click C3 and copy your existing data formula from B3 into it. OfficeConnect resolves C3 using the version in C1 and the time in C2.

  6. Copy C3 down for all account rows.

  7. Click Refresh. Column C populates with the second version’s data.

Note: The version element must exist in your Adaptive Planning model. If a version doesn’t appear in the Reporting pane, check that you have read access to it in Adaptive Planning under Administration > Users.

Common version comparisons

ScenarioColumn 1Column 2
Budget vs. ActualsActualsBudget
Current forecast vs. prior forecastForecast v2Forecast v1
Board case vs. management caseBoard PlanMgmt Plan
Actuals vs. prior year actualsActuals (current year)Actuals (prior year)

For a full budget vs. actuals report with a variance column, see Budget vs. Actuals Variance.