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Planning Pane in the Excel Interface for Planning

Get to know the Planning pane and its functions for Excel Interface for Planning.

The Planning pane is available only when you are connected to Adaptive.  Different sheets have different options available. 

Options for All Sheets

The following options are available From the Planning pane:

Standard Planning Pane

 

1 Click the X to hide the panel or the Down arrow2.png to detach the panel and move it around your screen. 

2 Select the sheet to access, view or update and select any assumptions you want to use while you plan. 

3 In the Model tab at minimum, select the version and level or account. This can affect whether or not the cells are editable, based on your permissions.  Cube sheets have more options available in the Model tab. 

4 In the Information tab, view the instance name, version, level and currency with which you are working.

5 The Cell Info section within the Information tab displays the formulas entered in a selected cell. 

Options for Cube Sheets

These options in the Planning pane are available for cube sheets. 

Planning Pane with Dimensions

1 Filter data by any or all dimensions. If a dimension isn't displayed here, remove it from the column or row box

2 Click RevrettoOriginal.png to reset the display to the original. Click  to switch the columns with the rows. 

3 Drag and drop dimensions into columns (to the right) or rows (below).  

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