Reference: Right-Click Actions in 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. |