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Knowledge and Support - Adaptive Insights

Identify Sheet Types

Introduces different sheet types and how to identify them in Excel Interface for Planning.

The way sheets look depends on how they were built, which also affects the sheet's tools and capabilities. Excel Interface for Planning supports all 3 Adaptive sheets: Standard, Modeled, and Cube. 

Standard Sheets Interface

The simplest sheets have time periods across the columns, and accounts or organization levels down the rows. Your administrator may refer to these as Standard Sheets. Cells in standards sheet are intersecting data between the row header and column header.

1 The Model tab generally includes dropdown selections for version and the level or accounts only. 

2 The rows are either levels or accounts. 

3 The columns are generally time. 

Standard Sheets with Mixed Accounts Types

Standard sheets can also be designed to include read-only cells, especially when one sheet includes mixed account types. Sheets with mixed accounts may also have accounts with different time configurations. In that case, you'll see the largest time period. The accounts with smaller time configurations will display rollup values. 

The following example is a standard sheet with three different account types with different time configurations:

  • Product Revenue is a cube account configured daily. The data can only be modified from the cube sheet.
  • Maintenance Revenue is a model account configured weekly. The data can only be modified from the model sheet. 
  • Commission Expense is a General Ledger account configured monthly by formula. The data cannot be modified directly because it is calculation of other values.  

The sheet displays only months for all accounts because a sheet with mixed time configuration will display the largest configuration of all included accounts. If you want to see the weekly input of Maintenance Revenue or  the daily input of Product Revenue, right-click on the account row and select Adaptive View by Level. The columns will display the weekly or daily data by level for account.

Cube Sheets Interface

Sheets may also have many dimensions along the rows and columns and you can pivot the sheet to view data in multiple different ways. Your admin may refer to these as Cube Sheets. Cells in cube sheets are intersecting data between the rows and column headers.

You can change the sheet in many ways as provided by the dimensions, filters, and options available in the Model tab. 

Modeled Sheets Interface

Many sheets have labeled columns and the rows are simply listed items. You enter new information into existing or new rows and you can also delete rows. Your admin may refer to these as Modeled Sheets.

The cells are listed data and there are no row headers, only column headers.

Sheet Access

Sheets or portions of sheets can be restricted, so you may not have access to all sheets within your organization. Or, you may see a sheet, but you may not see the rows or columns that other users can see on the same sheet. Or you may see the columns and rows and their data, but you cannot edit the cells. For example, a sales-related user may have access to the sheet's  expenses, travel, and other sales-related data, but not the data used by the marketing department. 

If you think you should be able to enter or edit data that appears locked, be sure you are accessing the correct version and the correct level of the sheet. If the problem persists, get clarification with your admin on your user permissions. 

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