Concept: Sheets Quick Tour

Sheets Overview Menu

Select Sheets or Sheets > Overview.

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.

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: 

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.