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Locking Metrics to Customize Spreading
Locking Metrics to Customize Spreading

Lock the metrics / dimensions you want to hold constant in your spread operations.

Updated over a week ago

When doing top-down or bottom-up planning, you might want to hold specific months or dimensions constant. Locking allows you to freeze values so that spreading does not update them.

Using Top Locking to Adjust Plans

There are a number of situations where locking totals can be useful when creating a plan. For example, you may want to maintain your Gross Sales Retail Total at for the year at a certain figure while adjusting the percentage breakdown of Gross Sales Retail at the department level.

As demonstrated above, it is important to only lock the Plan Total value. Since our goal is to adjust the % of TTL Plan at the department level (Women, Men, Kids), it is crucial that the department level totals (outlined in blue) are not locked. After right clicking on the Plan Total value, please select Lock, from there you can choose to:

Lock Time will lock a single time frame. In the example below, only the totals time frame was locked.

Lock Attribute will lock all values for a specified attribute across the entire time frame you have pulled into the view. In the example below, we have locked the attribute for the time frame.

Now, we are able to make any adjustments to the % of TTL Plan values as we see fit while ensuring that the Plan Total is maintained.


Why do I not see the option to lock a metric?

Locks can be placed only on non-derived metrics, i.e. Raw Metrics. If you want a derived metric, e.g. Gross Sales AUR to hold, just make sure that it has an output metric set. If a derive metric has an output metric set, it will stay unchanged during a metric calculation.

How can I remove all locks on the grid?

You can right-click on any cell on the screen and select "Locks > Remove All Locks" to remove all locks on the screen.


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