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Create or Clone Modeled Sheets

Describes how to create a new modeled sheet. This includes adding accounts, columns and levels, assumptions, and lookups.

Modeled sheets are designed to take input from planners and contain logic for automatically modeling the results of that input. Planners use the sheets to enter forecasted revenue and expense drivers, such as headcount, capital spending, and sales. These drivers can be tagged with dimensions such as job code, product line, benefits choice, revenue recognition method, or invoicing timing.

The following topics describe how to manually create a new modeled sheet. You can also create a new modeled sheet by uploading a previously-downloaded modeled sheet. Refer to Upload a New Modeled Sheet.

Before You Begin

Required permission: Access Model Management > Model.

How You Get There

Compass.png From the nav menu, select Modeling. In the Sheet menu, select User Assigned Sheets or Level Assigned Sheets to view the list of sheets in your model.

Start a New Modeled Sheet

  1. From the sheet list, select the New Sheet button. 
  2. Enter a Sheet name. The sheet name must be unique for your installation.
  3. Select the Create a new sheet radio button, and choose Modeled from the drop-down.
  4. Choose a template from the drop-down: Capital, Personnel, Sales, or Blank modeled sheet.  To help you create a new modeled sheet, templates are available for different sheet types. These can be used "as is" or modified to better fit your needs. See Using Sheet Builder Templates for more information.
  5. Enter an Account code prefix.
  6. Select Next.

The Sheet Summary shows links. Go to each link to review and update the sheet: 

  • Modeled Accounts
  • Columns and Levels
  • Spread Lookups

Clone Modeled Sheets

You can create a copy of an existing modeled sheet. Cloning a sheet copies columns, dimensions, sheet settings, and all the accounts, including names, settings, and codes. The full account code will include the new sheet's prefix. 

  1. From the sheet list, select the New Sheet button. 
  2. Enter a Sheet name. The sheet name must be unique for your installation.
  3. Select the radio button next to Create new sheet and choose Modeled from the drop-down.
  4. Add an Account Code Prefix. This code will prefix all the modeled accounts of the sheet.
  5. Select the radio button next to Clone existing sheet. All you modeled sheets appear in the drop-down. 
  6. Select the sheet you want to clone.
  7. Select Next.

Add Columns and Levels

This topic describes how add columns and levels to modeled sheets.  A three-pane interface helps you build the sheet: 

  • Elements: (left pane)  Select data entry columns, custom dimensions, attributes, and display columns and add them to the sheet.
  • Sheet Canvas: (center pane) Shows columns added to the sheet. Each sheet columns appears as a row in the canvas. Levels are automatically added and required.
  • Properties: (right pane) Set properties for the currently-selected column. For details, refer to Modeled Sheet Elements and Column Properties.

Add Data Entry Columns

Data entry columns are data entry points for users working on sheets. For example, Employee ID is typical data entry column for a personnel model sheet. Typically, each data entry column appears as a single column on the sheet.

To add data entry columns:

  1. From the Sheet Summary page for a modeled sheet, select Columns and Levels.
  2. From the Elements pane, select Data Entry Columns to expand.
  3. Drag and drop the column type into the canvas rows. For information on each type, see Modeled Sheet Data Entry Columns.
  4. In the Properties pane, choose the properties for the column.  For details, refer to Modeled Sheet Elements and Column Properties.
  5. Save .

Add Custom Dimensions

Custom dimension columns are used for selecting a value from a custom dimension. For example, Job Function can be a custom dimension on a personnel sheet, where users can associate a job function to an employee by picking a value. You can add many custom dimensions to a sheet, but cannot duplicate or add the same dimension element twice.   

To add a custom dimension:

  1. Click the Back to Elements link at the top of the left panel. 
  2. Select Dimensions.
  3. Drag the dimension you want to add to the canvas rows.  
  4. In the right pane, choose the settings. For details, refer to Modeled Sheet Elements and Column Properties.
  5. Save .

Add Attributes

Attributes are logical groupings with lists of possible values. You can use them to tag accounts, dimensions, and levels with those values. For example, an attribute called CEO Reporting might have values of Include and Exclude, and accounts included or excluded in CEO reporting could be tagged appropriately. Use Attribute columns to display dimension attribute values.

To add an attribute:

  1. Click the Back to Elements link at the top of the left panel. 
  2. Select Attributes
  3. Drag and drop the attribute you want to add into the canvas rows. Adding an attribute automatically adds that attribute's dimension if it is not already present.
  4. In the right pane, choose the settings. Select Enable as filter for dimension to make this attribute available in filters.
  5. Save .

If you add level attributes as columns in a modeled sheet, end-users can filter the modeled sheet rows based on the level attribute they're interested in. For example, an end-user could see the total of all salaries for the Northern Region, which is a level attribute value. 

Add Display Columns

Display columns show a single calculated value for information purposes (for example, personnel start month or total headcount). A display column element is always read-only. You can place multiple display columns on a sheet, with different or identical settings. 

To add a display column:

  1. Click the Back to Elements link at the top of the left panel. 
  2. Select Display Columns
  3. Drag the display column you want to add to the center pane. 

  4. In the right pane, set General Properties and Display Properties for the display column. For details, refer to Modeled Sheet Elements and Column Properties.
  1. Save .

Manage Sheet Properties

To make changes to a modeled sheet, you can:  

  • Use the Up/Down arrow keys  to rearrange elements on the modeled sheet. 
  • To delete an element from the sheet, select the element and select Delete .
  • To set sheet properties, select the gear icon .  Properties you can set include:
    • Change the sheet Name and Description.
    • Restrict access to salary information. Only allow users with Salary Detail permission to view salary data. 
    • Set the number of columns to freeze: Specifies the number columns to the left that cannot scroll horizontally.
    • Select column to set as the row key (advanced): Specifies the text columns that will display as the label for rows when individual rows are viewed in reports or in the Cell Explorer. Multiple options can be selected. On a personnel sheet, use this option to prevent access to row-level salary detail in formulas. 
      • Allow splits: Allows the rows to have splits. Once enabled, the individual columns on the sheet can be marked as allowing splits, which allows end users to create allocation "splits" of a row on a sheet and enter different values for columns that can be split.
      • Allow editing when viewing rollup levels: Allows users to make changes to the sheet to view rollup levels.
      • Make sheet available in Actuals version: Makes the modeled sheet available in the Actuals version. 
      • Recalculate on demand: Holds all calculations until requested. This setting is useful for large spreadsheets with long calculation times that can interrupt work-in-progress. 

Create Modeled Sheet Accounts

Like cube sheets, modeled sheets can have accounts associated with them. The types of account associated with modeled sheets are:  

  • Calculated Accounts: Calculated accounts hold a formula you use to run calculations on data from elsewhere in your model. For example, you may use a calculated account to spread the values of another account over a period of time. The user does not directly enter any values. 
  • Assumption Accounts: Assumption (Modeled) accounts hold the values calculated by the sheet. These accounts are associated with a timespan, initial values, and calculated accounts. Assumption accounts can be referenced in formulas within the modeled sheet. They are also available to users building formulas outside of the modeled sheet. (This is how modeled accounts are linked to GL accounts.)

Create Calculated Accounts

A calculated account does not allow data entry by users; it either evaluates a formula in each time slot or spreads another account in the model. Calculated accounts are computed by the model on a row-by-row basis and are summarized when they are referenced by formulas outside of the model. Calculated accounts must contain a modeled sheet formula.

  1. From the Sheet Summary page for a modeled sheet, select Modeled Accounts.
  2. Select the Calculated Account icon  on the toolbar. 

  3. In Account Details (on the right) enter a Code and Name for the account. Short Name and Description are optional.

  4. Select an account Type:

  • Periodic: The amount entered in each month represents activity in the month.

  • Cumulative: The amount entered in each month represents the balance in the account at the end of the month.

  • Spread: The amounts in the source account (chosen below) are spread across multiple time periods in the calculated account. For spread accounts, also specify:

    • Source Account: the account to serve as the source for the spread account.

    • Spread using: Select a spread lookup to define how the spread account will distribute values from the source account.  

  1. In Account Attributes, select attributes, if needed.  

  2. In Data Type, specify the following: 

  • Display As: (Periodic and Cumulative only) Select Number, Currency or Percent to control how you want the account to be displayed on sheets and reports.

  • Decimal Places and Exchange Rate: How many decimal places the account’s values should have on sheets and reports. For currency, choose an Exchange Rate.

  • Formula(Periodic and Cumulative only). Enter a formula to run calculations for the account. You can use the Formula Assistant to help you create Modeled Sheet Formulas

  1. Set Data Privacy for the account. 

  2. Save .

Create Assumption Accounts

Assumption (Modeled) accounts hold the values calculated by the sheet. These accounts are associated with a timespan, initial values, and calculated accounts. Assumption accounts can be referenced in formulas within the modeled sheet. They are also available to users building formulas outside of the modeled sheet. You create and name a separate account for each assumption. For example: HourlyPersonnel.RaisePct, HourlyPersonnel.OvertimePayMultiplier, and so on.

  1. Select the Assumption Account   on the toolbar.
  2. In Account Details (on the right) enter a Code  and Name for the account. Short Name and Description are optional.

  3. In Data Type, specify the following: 

    • Display As: Select Number, or Percent to control how you want the account to be displayed on sheets and reports.

    • Decimal Places: How many decimal places the account’s values should have on sheets and reports.

  4. Save .

Once you create an assumption account, an Assumptions link appears on the Sheet Summary. You're ready to create assumptions for the sheet.

Create Assumptions Used in the Modeled Sheet

Sheet assumptions are not computed by the model on a row-by-row basis. Assumptions in a modeled sheet behave just like global assumptions, but can only be used from within the modeled sheet. An example of a sheet assumption is a base "raise percentage" on a personnel sheet. 

  1. From Sheet Summary for a modeled sheet, select Assumptions. This link is only visible if you created an assumptions account for this modeled sheet.
  2. A sheet appears with a list of assumptions. Click in a cell to enter a value or formula. Use the sheet assumptions toolbar to make changes as desired.

  3. When you've finished entering values and formulas, Save .

Sheet Assumptions Toolbar

Icon Effect
Launch the Formula Assistant
Save the assumptions
Select to copy formulas or values
Set the viewable time range and column display options
Launch the cell explorer to drill into the data.
Download a printable, Excel spreadsheet of the assumptions.
Clear all changes since the last Save
Refresh the sheet with the latest updates.

Add Value Lookups and Spread Lookups

You can add lookups to custom Dimensions and Text Selectors.  Lookups include:

  • Value lookups: These lookups translate a selection from a row of the sheet into time-based values. For example, benefits choices (HMO, PPO, and so on) may be associated with appropriate percentages. These percentages can then be multiplied by salaries to calculate benefits expense. The benefits choices and their percentages reside in a value lookup. 
  • Spread lookups: These lookups spread the values in one account over subsequent time periods of another account. Translates a selection from a row of the sheet into values spread over time. You can then use these spread values to generate values into one account based on another account. For example, you may use a depreciation method to spread values into the depreciation expense account, based on a capital spending account.  

To add a lookup:

1. From Sheet Summary,  select a custom Dimension or Text Selector (center pane).  

2. In the Properties pane, open the expander for the type of lookup you want to add:

3. Select Add new lookup

4. Enter a Name for the lookup and select OK

5. Select Save . You must save the sheet before you can add values to the new lookup. 

6. Select Edit .

7. Enter the lookup values. Refer to Editing Value Lookups  and Editing Spread Lookups for more information. 

8. Save .

To view or edit lookups: 

  1. From Sheet Summary for a modeled sheet, click the type of lookup you want to view. These links are only visible if you added a custom Dimension or Text Selector that supports lookups. 
    • Spread Lookups
    • Value Lookups
  2. Make changes to the lookup as desired. Refer to Editing Value Lookups  and Editing Spread Lookups for more information. 
  3. Save .

Upload a New Modeled Sheet

If you previously downloaded a modeled sheet you can upload it as an entirely new sheet if the sheet does not already exist. This process is useful for importing a modeled sheet from a sandbox or development instance without having to manually recreate it.

  1. Select Upload New Modeled Sheet.
  2. Browse to the XML file of a modeled sheet you previously downloaded to your computer.
  3. Select Upload.
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