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Create a Personal Workbook

Explains how to create a personal workbook.

Provides advanced steps that illustrate the power of using Excel with Adaptive Planning sheets  – all from one Excel workbook.

Note: You must always work from an Adaptive Planning sheet. You cannot create a local Excel sheet and upload it to the Adaptive server.

When working interactively between Adaptive Planning data and the analysis performed within the Excel range, you must save and submit your work.

Submit or Save Where How
Submit pending changes to the Adaptive Sheet Adaptive Server

Click Submit from the Planning tab to save only pending changes. The number of pending changes are indicated in parentheses.

Changes you make outside the Adaptive cell range cannot be submitted to the Adaptive server.

Save all workbook changes, including all pending Adaptive sheet changes Local Excel File Click Save from the Excel toolbar to save. Any pending Adaptive sheet changes are not submitted.

Work with Many Sheets

You can open several Adaptive Planning sheets based on the same or different version and level each in their own Excel sheet tab - letting you focus on specific areas of the plan. For example, if you are responsible for a specific department, you can work on plans for expenses, resources, and Revenue for that division only.

The following is an example of a multi-sheet workbook:

Example of a Multi-sheet Workbook

How to create a multi-sheet workbook:

  1. Connect to the Adaptive server.
  2. Open a model Resource sheet for what-if head-count planning. Select a version and level, such as Working Budget version and a Sales level.
  3. Rename the sheet locally in Excel. For example, rename from Sheet 1 to 1. Headcount.
  4. On a second Excel sheet, open a standard sheet (keeping the same version and level). For example, open an expense sheet and rename from Sheet 2 to Expenses.
  5. On a third Excel sheet, open a cube sheet. Rename the sheet locally, from Sheet 3 to 3. Revenue.

Organize a Sheet View

Navigating a large sheet with many rows and columns without losing context can be a challenge. Use a combination of Excel Interface for Planning and Excel to help you manage your sheet view:

  • View > Freeze Panes to pin the row and columns heading - helping you to stay in context with cells you are editing.
  • View or hide grouped data using the outline pane next to the sheet. Clear the Group Data box from the Planning tab in the Excel ribbon to hide the Excel outline (group data) pane.
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