Audience: Planners who enter data in sheets.
In modeled sheets, you add new rows to add new records. You can also split rows in modeled sheets. For example, in a personnel sheet, an employee may split their time between departments. Split the employee record to allocate the resource by department.
In standard sheets, add splits to add rows. Splits break down data into further categories. For example, you have contributing factors for the Travel Expense data, including trade shows, seminars, speaking opportunities, and training expenses. Create splits to add as many lines as necessary to accommodate the travel expense. These splits roll up to the total travel expense account.
In cube sheets, add rows to expose otherwise suppressed rows. For example, if you have suppressed all rows with zeros and blanks, and you need to add data to one of those rows, adding a row reveals only the specified row, keeping the rest suppressed.
Add Rows and Splits in Modeled Sheets
- Select Add Row from the toolbar.
- Right-click anywhere on the sheet and select Add Row.
- Right-click on any row and select Copy Row. The data of the whole row copies into a new row at the bottom of the sheet.
- Highlight multiple cells across rows, right-click and select Add x Rows or Copy x Rows (x being the number of rows selected). The same number of blank new rows, or copied rows, appear at the bottom of the sheet.
Update the data for each editable cell in the new row and save the sheet. New rows appear as the last visible row in the sheet. After you save, you may not see new rows if your filters hide them.
Add Splits in Modeled Sheets
Available if your admin enabled this setting.
To add splits, right-click on any cell of the row or its existing splits. Then, select Split Row. A new split appears below the parent row, or below the last split. Some cells are editable and some are read-only copies of the parent row.
Delete Rows or Splits
In plan versions, right-click on a row or multiple rows and select Delete Row or Delete x Rows. In actuals versions: you can delete splits only by erasing actuals. See Erase Actuals.
If you delete a row with splits, you delete all its splits too.
Add Splits in Standard Sheets
- Select any cell in the same row, or any cell in the original row's splits.
- Right-click > Add Split.
- Enter the split name or leave blank and select OK.
- Save your sheet.
Notice how the original row is now a read-only total. To edit the total, expand the row and edit the splits.
Add Multiple Splits
- Once you have more than one split in a row, highlight a range of cells that are splits.
- Right-click and select Add Splits. The same number of new splits that you highlighted appears.
- (Optional) right-click each new split and choose Edit/Rename Split to label the split.
- Save the sheet.
Add Splits in Standard Sheets with Dimensions
See the section, "Choose Dimensions in Standard Sheets" in Edit Switches, Checkboxes, and Drop-Downs.
Rename or Delete Splits
Right-click any cell in the split's row and select Edit/Rename split or Delete Split.
Add Rows in Cube Sheets
Watch the video (1m 4s):
Use the Add Row button in cube sheets to reveal suppressed rows or to find specific rows that are already revealed.
- Activate the button:
- From the toolbar, select Display Options and check the Suppress rows if all zeros or blank option.
- For each dimension filter, select a dimension that you can't expand.
- If Add Row remains deactivated, save the sheet.
- From the toolbar, select the Add Row button.
- Choose one value from each drop-down. The dimension drop-downs are the dimensions currently in the rows.
- Select OK. The sheet reveals the row and scrolls you to its location on the sheet. Your cursor moves to the first cell of the row.
- Enter data and save.