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Adaptive Insights
Knowledge and Support - Adaptive Insights

Quick Interface Tour

Contains preview content for the upcoming 2017.3 release.

Get familiar with Excel Interface for Planning.

Planning Tab, Planning Pane and Grid

Excel Interface

1 Planning tab ribbon

2 Planning pane

3 Excel sheet and Planning grid

Hide, Move or Show the Planning Pane

To hide or show the Planning pane, either toggle the Show Planning Pane preference or click the x in the upper right corner of the Planning pane. 

To undock the Planning pane, click  on upper right corner of the Planning pane and select Move. Click and drag the pane when the move icon appears. You can either keep it disconnected by dropping it anywhere on your screen, or you can hover at the top, bottom, left or right of the grid until it docks. 

Can't find your undocked Planning pane? Just click the Show Planning Pane toggle in preferences again (even if it is already checked). Your Planning pane will appear. 

The Adaptive and Excel Grids

When you select a sheet from the Planning pane, the sheet columns, rows, formulas and data load into the grid to the right of the pane.

While updating the cells of the grid, be mindful of where you are adding data. The data you update within the Adaptive grid can be submitted to Adaptive. The data you enter or update in the Excel grid, the areas outside the data loaded from Adaptive, are not submitted to Adaptive.

Updates you make outside of the Adaptive grid cannot be submitted and saved to Adaptive.

 

 

1 Adaptive grid: Changes made here are synched to the Adaptive Sheets on the Adaptive server.

When you right-click on cells within the Adaptive grid, click Adaptive from the menu to view and choose context-specific actions

2 Excel grid: Data here is outside the parameters of the Adaptive sheet.  Changes made here can be saved in Excel but will not be synched to the Adaptive Sheet on the Adaptive Server. 

When you right-click on the Excel grid, you'll see all the options you normally see when using Excel. 

Notice in this example that the user created an Excel chart and an Excel calculation (in the Excel grid)  based on Adaptive data (check out the cell formula displayed at the top.)

 Learn more about how Excel and Adaptive functions in Excel Interface for Planning.

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