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Adaptive Insights LLC.

Change Sheet View

Explains how to use display options, filters, and views to narrow your focus, find relevant cells and data, and to lessen or eliminate scrolling in Excel Interface for Planning sheets.

Choose from these options to change your view of sheets. Be mindful of the sheet type you have open (learn to identify sheet types). These functions are available only when you're connected to Adaptive Insights:

  • Swap Axes
  • Filter by Time Spans
  • Filter Rows by Content
  • Suppress Zeros and Blanks
  • Change Dimensions, axes, and Coordinates

Swap Axes in Standard Sheets

This option is only available for standard sheets. You can swap the row and Planning pane filter in standard sheets. By default:

1 You See: The accounts listed down the rows of the first column

2 You Choose: The levels from the drop-down in the Planning pane.

Default view of the accounts in the first column and levels in the drop-down.

To swap the filter and rows, right-click in the first column of the grid, and select Adaptive > View by level.

Now:

1 You See: The levels down the rows of the first column.

2 You Choose: Accounts in the Planning pane. 

View by Level

Change and Filter Time Spans in All Sheets

These display options are available to any sheet that has time ranges. To filter the time span on the grid:

  1. Verify that you are connected to Adaptive Insights. 
  2. From the Planning tab ribbon, click Display Options .
  3. Click the Time tab.

    Display Options Window
     
  4. Select the Start and End of the time range you want to view on the sheet.
  5. Select the columns to display for each year listed (which is based on the options selected for Start and End). You can make different selections for each year listed. 

Learn more about the options and settings available.

Examples of Time Span Displays

Assume it's May of 2017:

Field Current Year Start, Current Quarter End, Display Months Current Year Offset Start, Current Quarter End, Display Months Month Start, Current Month End, Display Months Month Start, Current Month End, Display Combination
Start Selection:

Current Year

Offset: 0

Current Year

Offset: -1

Month and select April 2016 Month and select April 2016
End Selection:

Current Quarter

Offset: 0

Current Quarter

Offset: 2

Current Month

Current Month
Column Displays: Months for all years Months for all years Months for all years

For 2016, select quarter

For 2017, select month

Result:

Start: January 2017

End: June 2017

Start: January 2016

End: December 2017

Start: April 2016 

End: May 2017

Q2, Q3, and Q4 for 2016, followed by January, February, March, April and May of 2017

Filter by Content in Modeled Sheets

This option is only available in modeled sheets. Modeled sheets often have rows and rows of content. Use the filters to:

  • Find relevant data
  • Reduce the size of your sheet
  • Eliminate scrolling
  • See different sets of data if your admin has limited the amount of rows a modeled sheet can display (you see an information note at the bottom if this is true)
    Truncated modeled sheet

If you're logged into Adaptive Insights online, using the filter will log you off. Save your work online before using the filter in Excel Interface for Planning. 

  1. Verify that you are connected to Adaptive Insights.
  2. From the Planning ribbon, click Sheet Filters FilterSheet.png.

    Filters for Modeled Sheets
  3. Select a column to filter.
    For example, if your sheet lists employees, you can select Name to filter by name.
     
  4. Select the operator for the filter rules: begins with, ends with, contains, does not contain, and so on. 
  5. Enter the letters, words, or numbers in the empty field.
    For example, you can choose Name and begins with, and enter T.  When you click OK, the sheet shows only employees with names that begin with T.
     
  6. Click the plus icon to add more rules to the filter. You can select a different column or the same column and a different operator to further filter the sheet.
    For example, you can select Nameends with and enter E. Now when you click OK, the sheet shows only employees with names that begin with T and end with E.
  7. Click Add Group to add OR rules to your criteria.
    For example, you can select Name and begins with again. Then, enter R. Now when you click OK, the sheet shows employees whose names begin with T and end with E as well as employees whose name begins with R. 
  8. Click OK.

Add AND rules with the plus icon and OR rules with Add Group button.

Suppress Zeros and Blanks in Standard and Cube Sheets

This option is only available for standard and cube sheets.  To suppress zeros and blanks or to reveal zeros (especially if you're trying to enter new data):

  1. Verify that you are connected to Adaptive Insights. 
  2. From the Planning tab ribbon, click Display Options 
  3. Click the Time tab.
  4. At the bottom of the window, select or clear Suppress rows if all zeros or blanks. If zeros and blanks are suppressed, you won't see rows that have blank cells or cells that equal zero and you won't be able to enter new data in them. 

Change Dimensions, Axes and Coordinates  

These options are only available to cube sheets. Cube sheets have more options available in the Planning pane than other sheets, and you can further customize how the data of these sheets appear. Don't know if you're looking at a cube sheet? Learn how to identify sheet types.  

Dimensions are built into cube sheets by your modeling admin.

Verify that you are connected to Adaptive Insights, and change any of the available display options for cube sheets from the Planning pane:

  •   Revert to the original display and undo all any display changes you have made.
  • EIPSwapAxis.png  Swap rows and columns. For example, if you have time displayed across the columns and accounts displayed down the rows, click this button to display accounts across the columns and time down the rows. 
  • Filter the data by dimensions: select various dimension values from the dropdown menus in the Planning pane. The data changes to reflect only the information related to that dimension. 
  • Add dimensions to the grid. Drag and drop any dimension listed in the Dimensions box to either the Columns or Rows box to display the values of data for those dimensions. 

Learn more about how to use Dimensions in Excel Interface for Planning

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