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Adaptive Insights LLC.

Edit Standard Sheets

Explains how to edit standard sheets, including how to rename a group, remove or add accounts, levels, and users, show or hide initial balances and group subtotals, and hide and lock accounts.

Both level-assigned sheets and user-assigned sheets can be standard sheets. See Build Standard Sheets

Before You Begin

Required permission: Model Management Access > Model. 

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.

Get Started with Edits 

  1. Select the Edit link for the sheet you want to edit to open the sheet summary.
  2. Depending on what you want to edit, select one of the links.
  3. After editing a section, use the breadcrumbs to return to the summary screen where you can select a link to a different section. 

Rename the Account Groups

  1. From the Sheet Summary screen, select the Account Groups link.
  2. From the Accounts for Sheets box on the left, select a group. To find the groups, collapse the accounts. The visible list items are groups. 
  3. In the Group Details section on the right, enter a different name in the Heading field. 
  4. Select the Save button in that section. 
  5. Select Done

Add or Remove Accounts from the Sheet

Add Accounts

You can add parent accounts to automatically include all their descendant accounts. Or you can add a leaf-level account that doesn't have any child accounts.

  1. From the Sheet Summary screen, select the Account Groups link.
  2. From the Select Accounts box on the right, select an account to add. Use the Type filter or the search field to help you find an account. 
  3. Select the Add to Group button. 
  4. Select Done

Remove Accounts

When you remove a parent account, you remove all its descendants. You can add the descendants after you remove the parent. 

  1. From the Sheet Summary screen, select the Account Groups link.
  2. From the Accounts for Sheet box on the left, select a parent account or an account group. 
  3. Select the Delete button to remove the account and all its descendants from the sheet. If you remove a group, you remove all the accounts in the group. 
  4. Select Done.

Lock or Unlock Accounts on Sheet

You can lock or unlock accounts for all users, or for specific levels only. 

Lock or Unlock for All

  1. From the Sheet Summary screen, select the Account Groups link.
  2. Find the account in the Accounts for Sheet box and select it.
  3. In the Account Details section on the right, select the Read Only checkbox.
  4. If it's already unchecked, but the account is locked on the sheet, select the Sheet Summary link from the breadcrumbs.
  5. Select the Customization for Sub-Levels link and continue with the instructions for unlocking an account per level following this section. 

Lock or Unlock per Level

  1. From the Sheet Summary screen, select Customization for Sub-Levels.The link appears only if you have already selected sub-levels. 
  2. Expand the account groups on the left. 
  3. Select an account.
  4. Select the checkbox next to the levels until the appropriate checkmark appears.
    • Blank: The account is hidden for that level.
    • Blue: The account is visible and locked.
    • Checkmark: The account is editable.
  5. If the checkbox is locked and you can't select it, select the Sheet Summary from the breadcrumbs.
  6. Select the Level Availability link and follow the Add or Remove Levels instructions following this section. 
  7. Add the levels to the sheet and return to Customization for Sub-Levels to try again. 

Add or Remove Levels from Sheets

  1. From the Sheet Summary screen, select Level Availability.
  2. Select the checkboxes :
    • Checkmark: Assigns the level or adds it to the sheet.
    • Blank: Removes the level from the sheet.

Or, to add a level and all its descendants,

  1. Select Modeling from the breadcrumbs.
  2. Select Levels
  3. From the level list, select the parent level.
  4. In the Sheets section of the settings, select the checkbox next to the sheet and save.

You have assigned the sheet to the level and all its descendant levels.  

Show or Hide the Initial Balance Column

  1. From the Sheet Summary screen, select the Account Groups link.
  2. At the top of the screen, select the Show initial balance checkbox.

Show or Hide Account Group Subtotals

  1. From the Sheet Summary screen, select the Account Groups link.
  2. From the Accounts for Sheet box on the left, select an account group. To find the groups, collapse the accounts. The visible list items are groups. 
  3. From the Group Details on the right, select Display subtotal. 

Add or Remove Custom Dimensions

  1. From the Sheet Summary screen, select the Dimensions link.
  2. From the available dimensions select a custom dimension and move to selected dimensions to add it.
  3. From the selected dimensions, select a custom dimension and move to available dimensions remove it. Removing dimensions deletes any data tagged with that dimension. 

Display Levels in the Rows or Accounts in Rows by Default

This only sets the view for the first time a user opens the sheet. To create a default view for users, see the Set Default View section in Build Standard Sheets

  1. From the Sheet Summary screen, select the Initial View link.
  2. Then: 
    • To display levels: Select the Start in view by level mode checkbox. 
    • To display accounts: Clear the Start in view by level mode checkbox. 

Assign Users or Remove Users from User-Assigned Sheets

  1. From the User-Assigned sheet list, select the change link in the Accessible By column. 
  2. Use the arrows to remove or add users.  

Exclude User-Assigned Sheets from Workflow

  1. Select User-Assigned Sheets
  2. Next to the sheet, select the Edit Link
  3. Select the Accessibility link. 
  4. Below the the Available Users box, select the Excluded from Workflow checkbox or clear it to include it in workflow.
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