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Modeled Sheet Data Entry Columns

Describes the different types of data entry columns you can include in modeled sheets.

Data entry columns enable users to enter data into cells when working from the Sheet Viewer. These columns are unique to the modeled sheet for which they are created. This is in contrast to Custom Dimension Columns, which place already-existing custom dimensions on modeled sheets, and Display Columns, which are read-only displays of values calculated by the sheet. Data entry columns all have a code associated with them, with which they can be referenced in the formulas of Modeled Sheet Calculated Accounts. Data entry columns cannot be referenced from outside the modeled sheet. They have the same value in every month of the current version, except for timespan columns, which have separately-editable columns for each month in the current version.

Data Entry Column Types Descriptions
Text Element A text element allows the user to enter up to 512 text characters. Data entered by the user is treated as a literal string. No calculations are performed on it, even if the user enters numbers or a formula. 
Number Element A number element allows the user to enter a single number into the cell of the column and returns that numeric value when referenced from a formula. If a user leaves a number element cell blank, the value of the cell (when referenced in a formula) is zero. Users cannot enter formulas in Number Element columns. Number elements have special properties relating to their values, allowing a sheet author to specify how the column displays its values.
Date Element A date element allows the user to enter a date in a column. Dates always consist of a month, day, and year. They have no restrictions on range - a user can enter any date into the column, regardless of whether the date is within the time range of the current version. If a user leaves a Date Element cell blank, the value of the cell (when referenced in a formula) is null.
Text Selector Element A text selector element allows the user to pick from a list of available choices in a column. When referenced from a formula, a text selector column behaves as a text element and the value is the currently-selected choice. A text selector element is never blank; one of its choices is always selected. The first item in the text selector list is the initial (default) choice when a new row is added to the sheet.

The administrator creates and orders the list of text choices in the properties area. This set of choices is the same for all versions. A text selector choice cannot be deleted if it is in use, meaning that there are data rows on this sheet in any version which have selected the value. If a user has the Edit Dimension on Sheet permission, they can add and rename values of the text selector while editing data on the sheet.

Initial Value Element An Initial value element represents a cumulative plan-by-delta account in the modeled sheet, which is visible to formulas both inside and outside of the model. It is similar to a calculated account with a formula, but the formula for an initial balance column always needs to add to the previous month's value, and therefore the formula requires the user to enter an initial balance to act as a seed. A common use case for this element is the Payrate column on the personnel sheet, which drives the Salary account.

If the modeled sheet includes an Initial Value Element, the displayed sheet will include a single column, into which the user can enter a number for each row on the sheet. This number functions as the initial balance (the value which would appear just before the Left Scroll Limit of the version) for that row of the element's cumulative account. The administrator designing the sheet supplies a formula which will be used to calculate the account's monthly change amount (delta) on all rows for all subsequent months after the user-supplied initial balance. When the Left Scroll Limit of a version is changed, cumulative accounts are adjusted so their new "initial balance" corresponds to the new left scroll limit. Initial balance columns on modeled sheets behave in the same way.

The user-supplied value for the column must always be a literal number; formulas are not allowed. If the user does not supply an initial-balance value for a row, the initial balance is treated as a zero.

An Initial Value Element has the same numeric-display properties associated with number elements, and also contains a cell value box with the Formula Assistant, where administrators can specify the formula to use to determine each month's change.

Timespan Element A timespan element corresponds to a standard periodic or cumulative account which is visible to formulas outside of the model. A model may have at most one timespan element, it must be the rightmost column, and it cannot be frozen. If the model includes a timespan element, the displayed sheet will include a single time grid into which the user can enter rows of values. These values may be literal numbers (entered on a monthly, quarterly, or yearly basis) or formulas. Cells in the timespan area left empty (null) by the user are treated as zeros. Timespan properties allow administrators to select whether the account is periodic or cumulative, how it displays, and how many decimal places it shows. 
Level Element A modeled sheet always includes a level element. The administrator can choose where this column appears on the sheet in View Rollups mode, but it cannot be deleted.
Checkbox Element

Only available with Adaptive Insights for Sales

A checkbox element represents a boolean value as a check box or toggle switch in the sheet viewer. Users who edit modeled sheets can click the checkbox or toggle switch to change its state.

The checked state for a checkbox and on state for a toggle switch both evaluate as 1. The unchecked or off state evaluates as 0.

For imported data and formula evaluations, any number other than  0 (e.g. -1, .04, 10) gets treated as 1.

The Show toggle switch option in this element's general properties displays this element as a toggle instead of a checkbox.

For more information on modeled sheet checkboxes refer to Use Modeled Sheet Checkboxes With Formulas


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