- Review and update Adaptive Planning standard, modeled, and cube sheets in Excel for the selected version and level
- Add, update, and delete values from a plan from Adaptive Planning in Excel and submit to the server
- Submit your changes to the server. The system keeps track of your changes so you always know how many changes were since your last submit.
- Leverage Excel functionality, such as local modeling and charting outside the Adaptive Planning range.
- Work with OfficeConnect for Excel and the Excel Interface for Planning add-in from one Excel workbook. You can work on an OfficeConnect report in one Excel sheet and work on an Adaptive Planning sheet in another Excel sheet.
- Leverage Adaptive Planning cell formatting and color indicators for a consistent user experience
- Explore cells details and to view more information about the cell value, including audit trail
- Work offline and track changes made locally for submission when you log back in to the Adaptive Planning server
Key Adaptive Planning Concepts
The following describes key Adaptive Planning concepts and touchpoints to Excel Interface for Planning. Understanding these key concepts can help you get started. See Using Planning for more information working with planning sheets.
Adaptive sheets are the primary interface for Adaptive Insights users to develop their plans. Data is entered, stored, and analyzed from sheets.
The following sheets are supported in Excel Interface for Planning:
- Standard sheets have time periods across their columns, and accounts or levels down their rows. They are excellent for expenses and other basic data organization.
- Modeled sheets are customizable, and well-suited for a wide variety of purposes. They are ideal for personnel, capital, and sales planning.
- Cube sheets are multi-dimensional sheets that can many dimensions
- along the rows and columns. They are great for revenue planning. They are great for revenue planning.
These sheet can be assigned to levels or designated as user-assigned sheets to control who has access to them.
An assumption is a global value that is accessible to all users when writing formulas in their own plans. Assumptions can vary over time and have different values in different versions, but will have the same value at all levels and in every account.
Assumptions are often associated with user-assigned sheets. These sheets let you see and update data to which you normally do not have access. For example, expenses from the IT department are allocated to all other departments based on the number of computers in each department. The IT manager does not have access to enter data in departments outside of IT. With a user-assigned sheet, the IT manager can enter the number of computers for each departments. The data can be used to calculate the IT allocation.
Levels in a plan represent the organizational structures of your business (for example, departments, profit centers, cost centers, or geographical regions).
Level access is the primary way administrators can control which users can see what data. The levels a user has permission to see dictates the data they can view.
A version is a collection of accounts, levels, and other data that represents a particular financial scenario. For example, a version can include 2016 actuals, a budget for 2017, the 2018 three-year plan, and a what-if plan for evaluating the effects of a business transaction.
Excel Interface for Planning respects the access levels configured in sheets.
Administrators control access to sheets by assigning sheets to levels and restricting the levels individual users can view. For example, a sales-related level may have access to the sheets for expenses, travel, and other sales-related sheets, but not the sheets used by the marketing department. A user with access to the sales-related level can see the sheets assigned to that level, but not the ones assigned only to the marketing department’s levels.