Ad Hoc Queries from CalPlan Overview
CalPlanning has two databases with plan and actual data: CalRptg and CalPlan. There are several differences between the two databases:
- Who has access
- When data is updated
- Dimensions in the database
Who Has Access
- Everyone has access to the CalRptg database
- Only Planners have access to the CalPlan database
Data Update Schedule
| CalPlan | CalRptg | |
| Plan Data | Immediately upon update in CalPlan database for all CalPlan data except Compensation data which is summarized from HCP and loaded to CalPlan every 3 hours from 9AM to 9PM | Every 3 hours from 9AM to 9PM |
| Actuals Data | Monthly | Nightly |
Dimensions in the Database
| Dimensions in CalPlan and CalRptg | Dimensions in CalRptg Only |
|
Account Scenario Version Year Period Entity Fund Chart1 |
Chart2 Program Code Time Series |
Summary
When you want to report on plan data from CalPlan and do not want to wait until the data updates that happen every three hours, CalPlan is the database to use. Many planners have created ad hoc queries that they can quickly refresh and check the data that they have entered into CalPlan.
In most other cases, it makes sense to report from CalRptg because it is available to everyone, has the most current Actuals data, and offers some additional dimensions.
Practice – Exercise 7
Complete Exercise 7 to practice before continuing.
End of Self-Study
This concludes the self-study portion of Smart View Ad Hoc for CalRptg. Please be sure to join the scheduled group session to review the self-study and work on a case study.