A planner uses a workbook to build and maintain plans throughout the season. The workbook is a user-defined data subset (of a master database) that includes selected dimensional levels. This is useful because the user can have a better overview of the data and the calculations in the workbook can be performed more quickly. These workbooks consist of table areas and graphical charts used for viewing, analyzing, and planning business KPIs. Workbooks organize related planning information and divide levels of user responsibility. This framework allows users to easily view, create, modify, and store data sets that are common to repeated tasks. Views can be customized for each user (rotating, pivoting, format functions etc.) according to their individual needs.