Contains preview content for the upcoming 2019.3 release.
Sheets provide an interface to view, enter, and update data (such as actual ledger data, forecasts, personnel information and budgets). There are three types of sheets: standard, modeled, and cube.
See Sheets Overview and Interface Tour.
A standard sheet contains a simple grid of accounts and time periods. Common examples of standard sheets include expense sheets, revenue sheets, profit-and-loss sheets, balance sheets, and cash flow sheets.
1 Accounts or levels down the rows.
2 Levels or accounts in the drop-down menu. Swap the rows with the drop-down.
3 Time across the columns. Change the time periods with Display Options.
4 Dimensions as columns with cells that have drop-down values. Not all standard sheets have dimensions. In order to select dimension, add a split.
Standard sheets also have the Add Split , Delete Split , and Rename Split buttons in the toolbar. See Add Splits and Rows.
Modeled sheets are for entering record-based data. The sheet has customized field names across the columns and records as rows. A modeled sheet contains the underlying business logic for modeling financial events, such as revenues generated from sales, monthly salaries of personnel, or the depreciation of capital purchases.
1 Add Row and Delete Row buttons in addition to, or instead of, the add, delete, rename splits buttons. See Add Splits and Rows.
2 Labeled columns across the top and records listed down the rows. The column types determine how data is entered: either by typing in fields, or selecting from drop-downs. There are no row headers, only column headers.
Enter new information into existing rows or add new rows. Your admin may set a maximum number of rows a modeled sheet can display at once. If this is the case, you see a message stating how many rows you're seeing of the total. Use the filters, to uncover different sets of data.
A cube sheet is a type of sheet that allows for multi-dimensional data input in a few accounts across a potentially large set of dimensions.
1 More display options in the toolbar: Pivot the sheet to view data in multiple ways. See Change Sheet View.
2 No level drop-down: levels are a dimension to use as filters, columns, or rows.
3 Alternative dimensions: Filter data, drag and drop into the columns and rows, and nest up to five dimensions in the rows.