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Modeled Sheet Column Properties

Describes the choices for sheet elements and column properties on modeled sheets.

When you build a modeled sheet, you add columns and set properties for each column. The properties you can set depend on the type of column you add. 

Field Name Field Description: Column Type

General Properties

 
Name: Users can change the display name of the column on the sheet. All
Code: Read only code for the dimension. All
Read only The column is read only for sheet users and cannot be edited (except by Import). All
Edit text selector on sheet Users (with Edit Dimension on Sheet permission) can edit the text selector on the sheet. If this property is selected, the dimension picker includes an Edit text selector option. Text Selector
Edit dimension on sheet Users (with Edit Dimension on Sheet permission) can edit the dimension on the sheet. If this option is selected, the dimension picker includes an Edit dimension option. Dimensions
Show in edit mode Enables users to view the level currency column in View Rollups mode. Level Currency
Split Allows splits of a row to have different values. The Split option on a dimension is available only when the modeled sheet property is set to Allow splits. All except Display Columns
Show total at bottom The sheet includes a read-only totals row (visible to sheet users). This row is the sum of all rows displayed on the sheet and displays a total for any column that has this property set.

For split modeled sheets, if both parent and children row splits are visible on the sheet, then only the parent rollup is used in the total.

All Display Columns except Level Currency

Data Entry Columns:

  • Numeric
  • Initial Balance
  • Timespan
Show toggle switch The checkbox element displays as a toggle switch on the sheet.

Only available with Adaptive Insights for Sales

Checkbox

Dimension Properties

 
Dimension Values Lists all possible dimension values for a dimension. Select which the values to include on the sheet. You can select all or some of the dimension values.Users will see these values when adding or editing rows on the sheet. Dimensions

Display Properties

 
Rollup Range The range of the time periods used to calculate the value of the column.  All  Display Columns
Reference Time Period

Select a time period to use as a basis for the start of the time range to be evaluated:

  • First non-actuals time period: the date set for the Completed values through setting in the actuals version.
  • Start of Plan: the date set fir the Start of Plan setting in the plan version. 
Display Columns that are calculated accounts
Start of Rollup Range Specify where the evaluation should begin relative to the reference month, quarter, or year. Display Columns that are calculated accounts
Number of time periods in the Rollup Range Specify the number of months to roll up - starting with the month specified as the Start of Rollup Range. Display Columns that are calculated accounts

Level Properties

 
Level Name Select all or some levels that you want to include in the modeled sheet. You can browse or search for specific levels. Levels only

Text Selector

 
Enter new value

Defines the list of values that are available to users when editing a cell on the sheet.  

Enter the name of the value and click Add.

 Edit the value.

Delete the value. A text selector value cannot be deleted if it is in use. You cannot delete a value if any data rows on this sheet in any version are using this value.

 Move value up or down the list of values. You can also drag and drop values to reorder them. The first item in the text selector list is the default selection when a new row is added to the sheet.

Text Selector

Spread Lookups

 
Add new spread lookup

Used to spread the values in one account over subsequent months of another account.

  • Text Selector
  • Dimensions

Value Lookups

 
Add new value lookup

Used to associate a set of numeric values with each available choice in a Custom Dimension or a Text Selector.

  • Text Selector
  • Dimensions
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