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Workday Adaptive Planning Knowledge Center

Concept: Sheets Quick Tour

Introduces you to the interface of the Sheets Overview page, the Assumptions Sheets Overview page and an open sheet.

See Using Sheets to see all the articles.

Watch this video: (1m 7s)

Meet the Sheets

Sheets Overview Menu

Select Sheets or Sheets > Overview.

The Sheets Overview screen

1 All sheets assigned to levels you can access. 

2 Version prompt: All versions you can access. 

3 Levels prompt: All levels you can access. 

4 Search for all cell notes throughout all sheets assigned to your levels or create an Audit Trail report. Additional permissions required.

5 View or change the workflow status  (if you have Workflow). 

Assumptions Sheets Overview

Select Assumptions or Assumptions > Overview.

User assigned sheets overview screen

1 All sheets assigned directly to you.

2 Version prompt: All versions you can access. 

3 Search for all cell notes throughout all sheets assigned to you or create an Audit Trail report. Additional permissions required.

4 Select sheets to push through the workflow process (if you have Workflow).

5 Review workflow status and notes (if you have Workflow). 

Individual Sheets

Once you open a sheet: 

Opened Sheet interface

1 Version prompt: All versions you can access.

2 The sheet toolbar: Complete tasks with buttons and pick a level or account from the drop-down. The toolbar changes for each sheet type.

3 Formula bar: Enter data or formulas and click the green checkmark. Click the red x to delete data.

4 Row and column headers: Most sheets have accounts listed down the first column and time listed across the first row. Expand and collapse hierarchical rows and drag column dividers to resize them. See Concept: Your Sheet View.

5 Cells: Enter data directly into cells or right-click for additional actions.

6 Currency: If your model has different currencies per level, select a cell and then check here to see the currency used.

7 Keyboard shortcuts: View a list of keyboard shortcuts.

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