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.
Find sheets under Sheets, Assumptions, or Processes. See Sheets Interface and Sheet types and Basic Concepts about your planning model.
How Sheets Work
Use sheets to see and update data. When you save sheets, you're updating the data stored on the server.
Access to sheets and portions of sheets depend on permissions, assignments, and data restrictions set by your admin.
Administrators must assign permissions to your user ID:
- Access Sheets permission: View sheets.
- Editable Sheet Access permission: Enter or edit data.
To view and edit sheets from your dashboards, you also need the Access Dashboard permission.
Your admin assigns sheets to:
- Levels you can access. Go to Sheets > Overview.
- You directly. Go to Assumptions > Overview.
Sheets on Dashboards
Your team shares sheets with you that you can either view or edit. Go to Dashboards. With the appropriate permissions, you can create sheets on dashboards. See Sheets on Dashboards.
Sheet and Data Restrictions
Your admin may restrict sheets or portions of sheets. For example, a sales-related user may have access to the sheet's expenses, travel, and other sales-related data, but not the data used by the marketing department. Here are some common restrictions:
- View but not edit data.
- View a sheet, but not see certain rows or columns.
Values and Calculations on Sheets
Cells with calculated values have blue triangles. Calculated values use Adaptive Planning formulas that you enter in a cell, or an admin embeds in the account or cell. Values in a sheet may be calculated with data that is not displayed on the sheet. Likewise, data you enter or calculate in a sheet can affect values displayed in other sheets.
Explore the cell to see the formula.
Dimensions and Attributes on Sheets
Dimensions and attributes are drop-down filters or drop-down cells in the sheet. Your administrator defines the dimensions and attributes. Dimensions and attributes act differently on each sheet type.
Gray cells are read-only for many reasons. Read Get to Editable Cells in Sheets to troubleshoot a sheet that appears to be read-only.
Workflow and Sheets
Workflow is an approval process for sheets through status changes and email notification. When you complete your data-entry, you submit the sheet for approval. The approver may reject or approve the sheet. Once a level or sheet is approved, you can't update or edit the data.