Reference: Right-Click Actions in Sheets

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Describes right-click menu options for sheets.

The actions available in the right-click menu depend on the type of sheet and the type of data in the cell.

Only standard and cube sheets have row headers.

Right-Click Action	Description	Availability
View by Level or View by Account	Swaps the rows with the drop-down. See Change and Save Standard Sheet View.	Standard sheets Header rows
Change Dimensions	Choose the dimensions and attributes to display in the rows and columns. See Change and Save Cube Sheet View.	Cube sheets Header rows
Swap Axes	Swaps the row headers with the column headers. See Change and Save Cube Sheet View.	Cube sheets When there's one dimension in the rows
Display Options	Filters time ranges, and dimensions. See Filter Sheet Timespans.	All sheets Data cells
Clear	Erases the data in selected cells before or after saving. Results vary per cell type. See Change Data in Cells.	All sheets Most white cells Single or multiple cell selection
Copy Forward > Copy to End	Copies selected cell to remaining cells in the row. See Copy Forward or Downward.	All sheets White cells Single or multiple cell selection
Copy Forward > Advanced...	Copies selected cell to remaining cells in the row according to the specification you set. See Copy Forward or Downward.	All sheets White cells Single or multiple cell selection
Copy Downward > Copy to End	Identical to Copy Forward, except it copies down the column. See Copy Forward or Downward.	Cube sheets
Copy Down	Identical to Copy Downward, except that it only copies checkbox and toggle switch states.	Available only with sales planning. Model Sheets Cells that contain a checkbox or toggle switch
Formula Assistant	Provides correct formula syntax.	All sheets
Adjust	Adjusts the values of selected cells. Adjustments replace formulas in the cell.	Standard and cube sheets Blue or white cells Multiple or single cell selection
Add Note	Adds cell notes.	All sheets Blue or white cells
Edit Note	Change cell notes.	All sheets Blue or white cells
Remove Note	Removes cell note.	All sheets Blue or white cells
Add Split	Splits the row.	Standard sheets and select model sheets that allow splits Any cell of any row with white cells
Rename Split	Renames the current split.	Standard sheets and select model sheets that allow splits Accounts that are not cumulative or Plan by Delta Any cell in any row with white cells
Delete Split	Deletes the selected split.	Standard sheets and select model sheets that allow splits Accounts that are not cumulative or Plan by Delta Any cell in any row with white cells
Add Row	Adds rows to the sheet.	Modeled sheets Any cell of a row with white cells
Copy Row	Copies the selected row or rows to the end of the sheet.	Modeled sheets Any cell of a row with white cells
Delete Row	Deletes the selected row or rows.	Modeled sheets Any cell of a row with white cells
Split Row	Adds a copy as an indented row below the selected row. Certain columns are read-only depending on how the sheet was built.	Modeled sheets that allow splits
Row Details	Displays the values for all Modeled Accounts associated with the current sheet for the selected row.	Modeled sheets
Create Dimension Value	Opens a dialog that lets you create a dimension value within the column's dimension. The new dimension value gets created at the same level of the dimension value in the cell.	Modeled Sheets Cells within a dimension column. Only visible if Edit dimension on sheet is selected for this dimension in the sheet builder.
Edit Dimension Values	Opens a dialog that lets you change or add new dimension values for a column's dimension. The dialog content is identical to using the dimension admin.	Modeled Sheets Cells within a dimension column. Only visible if Edit dimension on sheet is selected for this dimension in the sheet builder.
Explore Cell	Drill into any data point.	All sheets Data cells
Mark Anomaly	Displays purple border that indicates an anomaly. See Detect Anomalies in Sheets.	Intelligent planning only Standard sheets
Unmark Anomaly	Removes purple border that indicates an anomaly. See Detect Anomalies in Sheets.	Intelligent planning only Standard sheets Cells with purple borders
Show {sheet name}	Opens a transaction report or model report.	Available only with sales planning. Cells with data from a transaction table or modeled sheet that holds your CRM data.
Drill Into Transactions	Opens the Transaction Detail report for the selected cell.	Sheets with enabled transactions.
Drill Into NetSuite	Opens a NetSuite report that includes which transactions apply to the number that appears in the cell.	Instances with enabled Netsuite.
Drill into Workday	Opens a Workday report that includes which transactions apply to the number appearing in the cell.	Instances set up for Workday. See Set Up Adaptive Insights for Workday.