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Knowledge and Support - Adaptive Insights

Quick Tour of the User Interface

Walks you through the user interface for Excel Interface for Planning

Excel Interface for Planning user interface consists of (1) a Planning tab and ribbon, (2) Planning pane, and (3) Grid:

Excel Interface for Planning User Interface

Planning Tab

The Planning tab appears in the Excel user interface after installing the Excel Interface for Planning add-in. The following options are available:

Adaptive Server

  • Log In and Log Out: Connect to the Adaptive server and access your plans.
  • Refresh: Get the latest set of data for a sheet, version, or level from the Adaptive server.
  • Submit: Save changes to the Adaptive server. Indicates the number of unsubmitted changes in parentheses. Submitting refreshes the sheet with any changes saved on the Adaptive server.

Rows

  • Add Row: Add a row for modeled sheets.
  • Delete Row: Delete a row for modeled sheets.

Splits

  • Add Split: Add a split on standard sheets and modeled sheets (if allowed).
  • Delete Split: Remove the selected split from standard sheets.
  • Rename Split:  Change the name of the selected split.

Display Options

Display Options: Change display options, such as the time range that displays on the sheet, column display options for time, and suppressing rows with all zeros. For cube sheets, this option is available only for Time.

Preferences

  • Preserve Formatting: Preserve local formatting on the Adaptive cell.
  • Group Accounts: Allow the Excel Outline (group data) feature to show grouped Adaptive rows.
  • Show Planning Pane: Show or hide the Planning pane.

Help

  • Access Excel Interface for Planning Online Help.
  • Access the login to the Adaptive Insights browser interface.

If you connect with OfficeConnect to access Excel Interface for Planning, the OfficeConnect tab appears next to the Planning tab.

Planning Pane

The Planning pane is a centralized interface for selecting sheets, version, and levels on the selected sheet. The Planning pane is available only when you are logged in and connected to the Adaptive server.

The Planning pane displays the default version and level of the selected sheet.

Options on Planning Pane

The following options are available From the Planning pane:

Option Description Sheet
Sheets drop-down Select a sheet Standard, Modeled, Cube
Assumptions drop-down Select an assumption Standard, Modeled, Cube
Model tab Axis & Coordinates:
  • Reset any changes to the model back to the default
  • Swap the axis
  • Add or remove dimension coordinates and change the perspective of the sheet
Cube
Select or browse for a version and dimensions (including the level dimension) Cube
Axis & Coordinates:
  • Reset any changes to the model back to the default
  • Swap the axis
  • Add or remove dimension coordinates and change the perspective of the sheet
Cube
Information tab View information about your connection, such as instance name and code. View information about the selected cell, such as formulas Standard, Modeled, Cube

Auto-complete Search on Model Tab

From the Model tab, you can search  versions, levels, or dimensions. As you type, the auto-complete search will highlight a match.

Example of a Key Word Search with Auto-complete

Hide or Show the Planning Pane

To hide or show the Planning pane, select the Show Planning Pane  check box from Preferences on the Planning tab.

If you connected through OfficeConnect, you can switch between the Planning pane and Reporting pane. Click the Switch to reporting link or Switch to reporting link (depending on the pane you are currently viewing).

See Using OfficeConnect for more information on working with OfficeConnect Reporting.

Working the Grid

When you select a planning sheet from the Planning pane, it opens in an active worksheet in Excel. Only one sheet is allowed on a sheet tab.

You can update certain cells within the perimeter of the planning sheet. You must submit these changes to save them to the Adaptive server.

Areas outside the planning sheet is the Excel grid. You can use any Excel functionality to perform a deeper analysis. For example, you can create a chart based on a selected row in the Adaptive grid area or calculate deltas between two time periods and save changes made in the Excel grid using Excel Save.

The following illustrates these primary grid areas:

  • Callout 1 is the grid area for the Adaptive sheet
  • Callout 2 is the Excel grid

Example Showing Grid Area for Planning Sheet Data and for the Excel Grid

Cell Colors and Notations

Working with a planning sheet in Excel follows that same rules as working directly from Adaptive Planning. The text and background colors and small triangles of colors in a planning cell provide useful information, such as whether a value is editable. The following table describes these characteristics.

Characteristic Meaning
White background Cell is editable
Light blue background Cell’s value is a time rollup (like quarter or fiscal year)
Gray backgroun Cell is read-only
Red background Cell formula has an error
Blue text Cell contains unsaved information
Green text Cell is displaying data from an actuals
Italic Cell contains a formula
Red corner Cell contains a cell note
Bold text Cell contains a total

Context Menu

Right-click on any cell in within the Adaptive sheet grid to display the context menu with Excel menu options and Adaptive menu options. The options available on the Adaptive menu are contextual based on the sheet type and the selected cell.

Adaptive Menu Standard Sheet Modeled Sheet Cube Sheet
Explore a Cell All data cells Time-span cell (such as Year, Quarter) All data cells

Add Split

Delete Split

Rename Split

All editable cells N/A N/A

Add Row

Delete Row

N/A

All cells

These options are available if you have access to perfrom the action.

N/A
Split Row N/A Allowed if the Allow splits option is selected from the Model Sheet Properties, Settings tab in the Modeled Sheet Builder. N/A
Row Details N/A All cells N/A
View by Level / View by Account All cells in the first column N/A N/A
None Metadata cells (such as a row or column header or line items)

Manage Notes on Sheets

Adding Notes (or comments) are handled from the Excel context menu. Inserting, deleting, and editing comments on planning data cells are sheet changes and will show as an incremental change on the submit counter. When you submit, comments are saved to the sheet on the Adaptive server.

On a standard, modeled, or cube sheet, right-click a planning data  cell and select Insert Comment from the menu. You can remove or edit cell comments from the Excel context menu.

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