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Display Options Settings and Fields

Describes the details and definitions of all the fields in the Display Option window of Excel Interface for Planning.

Contains preview content for the upcoming 2018.1 release.

Learn how to change your sheet view with display options, filters, and other tools. 

Display Options > Time Tab

The time tab is available for any type of sheet with a time range. The Time tab has three main settings:

1 Viewable time range: choose where the sheet starts and finishes

2 Column display options: select what time periods within the range to show

3 Suppress rows if all zeros or blanks: hide rows that have no data or have all zeros. 

  

Viewable Time Range

A sheet may have data from January 2010 through some future year. You can specify the start and end to narrow your view. The selections available are described in the table:

Dropdown Option Based On Shows for Start Shows for End Choose When You Want to See: Additional Fields When Chosen
Start of Version

Plan Versions: Left scroll limit in Version setup. 

Actuals Versions: The start of the version.

The date selected by your admin for the left scroll limit. 

The date of the earliest actuals data stored in Adaptive. 

N/A As far back into the past as possible, including actuals overlay on plan versions. N/A
End of Version End of plan or version in the Version setup N/A As far forward as the end of the version. As far ahead as possible.  
Start  of Plan

Plan Versions: Version setup, where the plan data begins and the actuals overlay stops. 

Actuals Versions:  it is the same as Start of Version. 

As far back as the beginning of the plan. N/A Only the current plan data. Offset: Enter negative or positive numbers to start or end earlier or later than your selection.
Current [time periods] Calendar setup. A common calendar might include Current Month, Current Quarter and Current Fiscal Year.

The smallest segment of the selected time period.

If you choose Current Year or Current Quarter in March of 2018, the sheet starts at January 2018.

The smallest segment of the selected time period.

If you choose Current Year in March of 2018, the sheet ends at December 2018.

If you choose Current Quarter, the sheet ends in March 2018

Data within specific fiscal time periods. Offset: Enter negative or positive numbers to start or end earlier or later than your selection.
Smallest Time Period The smallest available time period of the calendar.  A common calendar's smallest time period is Month.  Exactly what you choose from the additional dropdown menu that appears.  Data between specific start or end dates. Select the specific time from the dropdown that appears. 

Column Display Options

Select the options you want visible on the sheet.

  • Options include all available time periods of your instance's calendar based on the time span selections.
  • Options are grayed out (you can't select them) because they don't apply to the sheet or the accounts on the sheet. 
  • You can choose different options for each visible year. 

Display Options > Version Comparison Tab

The Version Comparison tab is active for standard sheets only.

Field Explanation
Year

Includes the span of years available in the current version  selected for the sheet.
Select any year to view side-by-side data per column. 

Make sure the time range selected in the Time tab corresponds to the year you select you here. For example, if you have filtered your time range to only view the current quarter, the version comparison from a prior year won't be visible. 

First comparison version and second comparison version Select to pull one or two versions to compare to your sheet.
Version

Includes all version available to you.  Select the version to compare to your current sheet.

You can select the same version for the first and second comparisons and offset one of them. 

Offset Offset the year of the version  forward or backward by entering a positive or negative number. 

Sheet Filters

Sheet Filters FilterSheet.png is only activated for modeled sheets.

Filter Sheets

1 Select column: Filter on any column header. 

2 Operator: The dropdown contains a list of operators, such as contains, begins with, and so on.

3 This field is where you enter your criteria.

4 Plus or minus icon: Add or remove AND rules to your filter (with AND rules all conditions must be met to return rows). 

5 Add Group: Add OR rules to your filter (with OR roles, any one of the filter conditions for each group that are met will return rows).