Skip to main content

logoCorrectSize.png

Adaptive Insights LLC.

Edit Value Lookups

Describes how to edit value lookups for modeled sheets.

A value lookup translates 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. 

You can edit a value lookup from a modeled sheet's summary page. Or, you can edit lookups directly within the model sheet builder.

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.

Edit Value Lookups

  1. From the list of sheets, select Edit next to the modeled sheet you want to edit. 

  2. From Sheet Summary, select Columns and Levels

  3. From the canvas, the center pane, select a custom Dimension or Text Selector.

  4. In Properties (right pane), select Value Lookups.

  5.  Find the value lookup and click Edit .

  6. A sheet opens displaying rows for the dimension elements, and time period columns. Update the amounts in the cells. 

  7. Save .  

  • Was this article helpful?