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Right-Click Actions in Excel Interface for Planning

Learn about all the right-click menu options of Excel Interface for Planning.

Right-click on cells within the Adaptive grid to choose Excel- and Adaptive-based actions.  To select Adaptive actions, right-click and then hover over Adaptive at the top of the right-click menu. The actions available will display to the right and they change based on the sheet and cell type.

Adaptive Action Capability When it's Available
Explore a Cell

Drill down to find account information, related formulas, other sheets where this cell's data displays . 

 

All data cells in standard and cube sheets.

Time-span cells (such as Year or Quarter) in modeled sheets.

Add Split

Delete Split

Rename Split

Split a cell's value into sub-rows that will roll up to the original (for standard sheets).  All editable cells in standard sheets only.

Add Row

Delete Row

Add rows with new information (for model sheets).  All cells in a modeled sheet if you have permission to do so and the sheet is set up with the Allow Splits function.
Split Row Split a row of a model sheet and create an indented sub-row. All rows in a modeled sheet if the the sheet is set up with the Allow Splits function. 
Row Details Drill down to find information about the data in the row.  All rows in a modeled sheet.
View by Level / View by Account

View by Account (default view): accounts display down the first column and you  select the level from the Planning pane Model tab.

View by Level: levels display down the first column and you select the account from the Planning pane Model tab.  

All cells in the first column of standard sheets. 
None There are no Adaptive actions available. Metadata cells (such as a row or column header or line items)
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