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Workday Adaptive Planning Knowledge Center

Concept: Sheet Types

Explains how to identify what kind of sheet you're viewing and editing: standard, modeled, or cube.


Sheets provide an interface to view, enter, and update data (such as actual ledger data, forecasts, personnel information and budgets). There are three types of sheets: standard, modeled, and cube. 


Standard Sheets

A standard sheet contains a simple grid of accounts and time periods. Common examples of standard sheets include expense sheets, revenue sheets, profit-and-loss sheets, balance sheets, and cash flow sheets.


Look for:

1 Accounts or levels down the rows. 

2 Levels or accounts in the drop-down menu. Swap the rows with the drop-down menu.  

3 Time across the columns. Change the time periods with Display Options.

4 Dimensions as columns with cells that have drop-down values. Not all standard sheets have dimensions. In order to select dimension, add a split

Standard sheets also have the Add Split addSplit.png, Delete Split deleteSplit.png, and Rename Split renameSplit.png buttons in the toolbar.  See Steps: Add Splits and Rows.

Modeled Sheets

Modeled sheets are for entering record-based data. The sheet has customized field names across the columns and records as rows. A modeled sheet contains the underlying business logic for modeling financial events, such as revenues generated from sales, monthly salaries of personnel, or the depreciation of capital purchases.

Example Model Sheet

Look for:

1 Add Row  sheetAddRow.png and Delete Row sheetDeleteRow.png buttons in addition to, or instead of, the add, delete, rename splits buttons. See Steps: Add Splits and Rows.

2 Labeled columns across the top and records listed down the rows. The column types determine how data is entered: Either by typing in fields, or selecting from drop-downs. There are no row headers, only column headers.

Enter new information into existing rows or add new rows. Your admin may set a maximum number of rows a modeled sheet can display at once. If this is the case, you see a message stating how many rows you're seeing of the total. Use the filters, to uncover different sets of data.

Cube Sheets

A cube sheet is a type of sheet that allows for multi-dimensional data input in a few accounts across a potentially large set of dimensions.

Example of a Cube Sheet.

Look for:

1 More display options in the toolbar: Pivot the sheet to view data in multiple ways. See Concept: Your Sheet View.

2 No Level drop-down list in the toolbar: Levels are a dimension to use as filters, columns, or rows. 

3 Alternative dimensions: Filter data, drag and drop into the columns and rows, and nest up to five dimensions in the rows.

Merged cube sheets are a type of cube sheet that's entirely read-only. These sheets combine the data presence of other sheets to display calculated data.

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