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Working with a Cube Sheet in Excel

Explains how to work with a cube sheet in Excel

These steps cover the basics for working with cube sheets in Excel.  See Working with Sheets for the basics on working the a standard or modeled sheet.

Select a cube sheet and define the model

  1. Click Login from the Planning tab, and enter your Adaptive User Id and Password in the Login dialog. Click Ok.

    loginWindow.png
    You are connected to the Adaptive server once you are logged in.
  2. Select a cube sheet and optionally select an assumption from the Model tab on the Planning pane.  The selected cube sheet loads with the defaults.

  3. Select the dimensions to show a filtered set of data - letting you focus on the data you need to work on. 

    For example, suppose you are working on a product revenue sheet for a sales region and a specific customer. You can select Sales - UK for the Levels dimension and a customer from Customer dimension. These selections are reflected in the sheet and show only data for dimensions selected.

    Example of the Planning Pane When Working on a Cube Sheet

  4.  Click the  icon to reset to the default. Any selections you have made will revert back to the default set from the browser version of the sheet.

Swap the sheet axis

Most sheets are set up to show time as columns and dimensions such as accounts, customers, or products as rows. In some cases, you may prefer to swap the axis and work data as the column and time as the row.

From the Model tab on the Planning pane, click  to swap the axis.

The following shows a Product Revenue cube sheet where the initial axis is Time as columns and Accounts as rows. The inset shows the sheet after the axis is swapped. It now shows Accounts as columns and Time as rows.

Example Cube Sheet with an Insert Showing a Swapped Axis

Select Dimensional Coordinates

You can further organize the sheet by adding dimensional coordinates. For example, you can add the Product dimension to the Product Revenue sheet to focus on data for  individual products. The following example shows a sheet after adding the Product dimension to the sheet rows. The unit value in the Apr-2016 cell is for Product A1.

Example Showing How to Select Coordinates from the Planning Pane

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