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Adaptive Insights LLC.

Right-Click Actions in Sheets

Describes right-click menu options for sheets.

Contains preview content for the upcoming 2019.3 release.

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. 

Standard sheets

Header rows

Change Dimensions Choose the dimensions and attributes to display in the rows and columns.  

Cube sheets

Header rows

Swap Axes Swaps the row headers with the column headers. 

Cube sheets

When there's one dimension in the rows.

Display Options Filters time ranges, and dimensions.

All sheets

Data cells

Clear  Erases the data in selected cells before or after saving and all unsaved data.

All sheets

White cells

 

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.

Only available with Adaptive Insights for Sales

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 Edits cell note.  

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 editable 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 edit the dimension values for a column's dimension. The dialog content is identical to using the dimension admin to edit that value. 

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

Show {sheet name} Opens a transaction report or model report.

Only available with Adaptive Insights for Sales

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 with enabled Workday Power of One, Workday Data Source, and Workday External System.

 

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