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Adaptive Insights LLC.

Building Sheets Overview

Introduces you to building sheets as an administrator.

When you manage sheets, you design the sheet and assign it to users or levels. Level-assigned sheets are assigned to a level. Anyone who owns the level or its child levels can open the sheet. User-assigned sheets are assigned to users. These users can access all levels that are on the sheet. 

How You Get There

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

Sheet List

When you select User Assigned Sheets or Level Assigned Sheets, you view the list of sheets. From here you can:

  • Reorder the sheet list: Use the up/down arrows  to change the position of the sheet in the list.
  • Edit, delete, or rename the sheets.
  • Create new sheets. 


Level-Assigned versus User-Assigned Sheets

Build user-assigned sheets when you want to isolate access to particular users, with no regard to level ownership. A common use case are sheets that include company-wide assumptions or sheets IT individuals use for planning for the whole company. With user-assigned sheets, you assign users to the sheet. Users assigned to a sheet find the sheet from nav menu > Assumptions

Build level sheets when you want access to the sheet to be controlled by level ownership. With level-assigned sheets, you assign levels to the sheet. Users who own the levels assigned to level-assigned sheets find these sheets from nav menu > Sheets

Sheet Types

There are three types of sheets you can create: 

  • Standard sheets: Use when you want a basic input sheet based on account and level with time across the columns. Your team can add splits to rows and if you add custom dimensions to the sheet, they can tag splits with the dimensions. 
  • Modeled sheets: Use when you want your team to enter lists of details that drive calculations in other accounts.
  • Cube sheets: Use when you want your team to be able to pivot the sheet through multiple dimensions.

See Identify Sheet Types to understand how each sheet looks after its built.

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