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Use Modeled Sheet Checkboxes with Formulas

Introduces a modeled sheet checkbox use case on a Personnel sheet for sales planning within Adaptive Insights for Sales. The example includes adding a checkbox as a modeled sheet data entry element so that you can click the checkbox to trigger a formula evaluation in the sheet.

Only available with Adaptive Insights for Sales

Modeled sheets can contain a checkbox data entry element that displays as either a checkbox or a toggle switch. The benefit of using checkbox elements in a modeled sheet is that it saves data entry time for you and your team. It also prevents data entry errors. In sheets, you can set the value in a cell with a single click instead of typing or making a selection from a dropdown menu.

As you would expect, the checkbox enters a boolean value. Checking the box or toggling to the on position enters a value of 1. Unchecking or toggling to the off position enters a value of 0. You can then access the checkbox in formulas to accomplish different goals, the most common goal being a simple one-click method of indicating something is on or off.

This walkthrough explains how to add a checkbox to a modeled sheet as a data entry column and access the checkbox state in a formula. It uses the Personnel sheet as an example to show turning on benefits with a checkbox click.

Checkbox Example

To get a checkbox functioning in a sheet:

  • Make sure you are logged into your sales planning instance
  • Add the checkbox data entry column and a display column in the modeled sheet
  • Create a formula in a calculated modeled account that evaluates the checkbox state

Add a Checkbox and Display Column

  1. Navigate to Modeling > Model Management and click Level Assigned Sheets
  2. Select Personnel.
  3. Click Columns and Levels in the Personnel sheet overview.
  4. Select Data Entry Columns and drag Checkbox to the canvas. Name it Benefits and give it the code BenefitsSelector.
  5. Select Display Columns and drag Benefits to the canvas below the checkbox element you just created. This column will show a value if the checkbox is checked.
  6. Click Save reportViewerSave.png.

Model Sheet Checkbox Columns

Create a Modeled Calculated Account to Evaluate the Checkbox

  1. Navigate to Modeling > Model Management and click Level Assigned Sheets
  2. Select Personnel and click Modeled Accounts in its sheet overview.
  3. Create a Benefits calculated account that displays as currency.
  4. Enter the calculated account formula  ROW.Salary * ROW.BenefitsSelector. In this formula, BenefitsSelector references the data entry column code for the checkbox to evaluate it as checked (1) or unchecked (0).
  5. Save the Benefits account. Remember that modeled sheet accounts use the name of the sheet in their account code.

Modeled Calculated Account Formula

With the checkbox element in place and the calculated account formula referencing it, the display column will show the formula result when the checkbox is checked. Notice all of the unchecked rows show a value of 0. One row does show the checkbox checked but a benefits amount of 0 because this individual's last day was October 1, 2004.

Modeled Sheet Example With Checkboxes and Display Column

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