Some sheets also have switches, checkboxes, and drop-downs.
How Switches, Checkboxes and Drop-Downs Work
Switches, checkboxes, and sometimes drop-down selections, activate formulas using data on the same sheet or another sheet in your model. For example, if you switch on a health benefit, it may use other data, like salary and headcount, to calculate personnel expenses.
Drop-down selections may also be informational labels or custom dimensions or attributes in your model used for slicing, categorizing, and tagging data.
Before You Begin
How You Get There
Change Checkbox or Toggle Switch States
Available only with sales planning.
Required for switches and checkboxes:
- Adaptive Insights for Sales
- Modeled sheets
Select checkboxes to activate or clear. For toggle switches, select the switch to turn it on or off. Unsaved changes to checkboxes and toggle switches are blue. Saved changes are green or gray:
|Toggle Switch||on off||on off|
To select a drop-down:
- Hover over the cell until the drop-down arrow appears.
- Select the arrow and choose a value.
- Save the sheet.
Dimension and Attribute Drop-Downs
If the drop-down cell contains dimensions or dimension attributes, use them as filters in other related drop-downs in modeled sheets. You may also be able to edit or add to the selections available. For cube sheets, see Filter Sheets.
Dimension and Attribute Example
Your business is a store that sells clothes. "Products" is a dimension in your model. Products has a dimension attribute, called Group. Group categorizes the products. Each product dimension is tagged with the appropriate attribute. The products are organized like this:
|Group Attribute Values||Tops||Bottoms||Accessories|
|Product Dimension Values||
Choose Dimensions in Standard Sheets
In standard sheets columns that aren't time related are generally dimensions. In this scenario the column is Product. To choose a dimension value from the drop-down:
- Add a split: Right-click in a cell and select Add Split.
- Enter a name for the split that corresponds to the dimension value and select OK.
- Hover over the cell in the Product column and select the drop-down arrow.
- Choose a product dimension, such as Tank Tops.
Values you enter for the row across the time span are categorized by Tank Tops. The data is automatically tagged with the attribute, Tops. Other users can build reports or use formulas that reference either Tank Tops alone, or Tops. The data you enter for Tank Tops contributes to the value referenced for Tops.
If you select the same dimension for multiple splits, the sheet calculates subtotals for the dimension:
Filter Dimensions and Attributes in Modeled Sheets
- Modeled sheets with a setting that allows attributes to be filters.
- The drop-down must be a custom dimension that has an attribute.
- The attribute must also be on the sheet.
If both products and product groups are in a modeled sheet, use them to filter each other.
- If you select the Product first and choose
Tank Tops, the Product Group cell prefills with
- If you select the Product Group first and choose
Tops, the Product cell remains blank. When you select the drop-down, only Tank Tops, T-shirts, Blouses and Sweaters are available.
Add or Edit Drop-Down Values
- The drop-down must be a custom dimension.
- Your admin must select the Edit dimension on sheet checkbox for the sheet's setting.
- You must have the Edit Dimension on Sheet permission.
You can add and rename the drop-down selections on cube and modeled sheets. For example, you can add Jackets as a product dimension value, or you can change Tank Tops to Sleeveless.
To edit dimensions in sheets:
- Open the dimension value drop-down menu:
- For modeled sheets, hover over the cell in the Product column and click the drop-down arrow.
- For cube sheets, click a custom dimension filter to open the drop-down. If the custom dimension is in the rows or columns, change the sheet view to move the custom dimension to the filters.
- Select Edit Dimension... from the bottom of the drop-down.
- To edit, select a value from the left panel. Edit the Name field in the right panel. Save.
- To add a new value, click Create New Dimension Value from the toolbar. In the right panel, choose a Parent from the drop-down and enter the Name. Save.
- Click OK.
The new or edited dimension value appears in the drop-down and you can select it.