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Excel and Adaptive Functions in Excel Interface for Planning

Describes the Excel functions you can use and how they work within the Adaptive grid, and the Adaptive Planning functions you can use in Excel.

Excel Functions in Excel Interface for Planning Adaptive Grid

This table describes how some of the common Excel functions work within the Excel Interface for Planning Adaptive grid and provides ways to work around these. Before reading, get a good understanding of the grids and sheet types

If you are working within the Excel grid, all Excel functions work as expected, but updates there will not upload to Adaptive Planning.

Excel Function 
Works as Expected
Submits to Adaptive
What Happens
Try This
Any content added or modified on  the Excel grid (not the Adaptive grid) conditional no

The Excel grid of the sheet behaves exactly like Excel.

The Submit button will be deactivated unless you have made acceptable updates to the Adaptive grid as well. 

When you submit acceptable updates, the Excel grid will remain on your Excel sheet.

Save the Excel file to keep reference your data in the future. 
Delete or cut rows and columns conditional no

The rows and columns may be removed or you may get an error message.

The Submit button will be deactivated unless you have made acceptable updates to the Adaptive grid as well. 

Acceptable updates will upload, but the deleted rows and columns will  reappear on your Excel file.

If you pasted cut rows and columns into the Excel grid, they will remain there after you have submitted updates. 

Use the Delete Row button from the Planning tab ribbon or the right-click Adaptive menu. 
Insert row  no N/A The action is grayed out.  Use the Add Row button from the Planning tab ribbon or the right-click Adaptive menu.
Formulas yes conditional

The calculation will work as expected.

When you submit the update, the value will upload as an entered value, not a calculation.

 

Insert a comment in the cell to explain how you calculated the value. 
Insert column no no

You'll get an error message if you insert a column within the Adaptive grid. 

If you add a column outside the grid, the Submit button will be deactivated unless you have made acceptable updates to the Adaptive grid as well. 

The new column will not be uploaded to Adaptive but it will remain on your Excel file.

Save the Excel file to your computer for your reference.
Filter and sort no N/A The action is grayed out.  Use the Display Options from the Planning tab ribbon. 
Undo and redo no N/A The actions are grayed out.  To undo changes you have made, click Refresh and select Overwrite my changes. 
Format  yes no

Formatting updates appear as expected.

The Submit button will be deactivated unless you made acceptable updates to the Adaptive grid as well. 

When you submit updates to Adaptive, the formatting will not be uploaded and it will also disappear from your file.

Save your Excel file before submitting the changes to keep as your reference.
Find yes N/A N/A N/A
Find and Replace yes sometimes

If the data is a level, account name, fixed dimension or attribute (indicated by the dropdown arrows when you hover over the cell), you'll receive an error message after Excel has replaced the content and the content will revert to the original.

Replacements made to cells that do not have dropdown values may present an error message. Click OK and you can keep your changes and submit them. 

For values in data-entry cells, you can find and replace with the expected results and then submit your changes to Adaptive.

Change dropdown values, by selecting from the available options. 
Conditional Format no N/A The action is grayed out.  N/A
Charts yes no

The Submit button will be deactivated unless you have made acceptable updates to the Adaptive grid as well. 

When you submit acceptable updates, the Excel charts will remain on your Excel sheet.

Build charts and save to your computer. 
Freeze Panes yes no N/A N/A
Insert Comments yes yes N/A N/A
Merge cells yes no

Not recommended. 

The merge appears as expected, or you may receive a consistent error message. 

The Submit button will be deactivated unless you made acceptable updates to the Adaptive grid as well. 

When you submit updates to Adaptive, the merged cells will not be uploaded and they will revert to their original appearance on your Excel file.

Save your excel file before you submit your updates. 
Edit the name of a split  no yes If you click in the cell and edit the split name, it will revert back to the original name as soon as you click out.  Right-click anywhere on the row. Click Adaptive > Rename Split

 

Adaptive Planning Functions on the Excel Interface for Planning Adaptive Grid

This list describes how some of the common functions of Adaptive Planning work within the Excel Interface for Planning Adaptive grid.

Excel Function 
Works as Expected
Unexpected Results
Work-Around
Copy Forward values no The action is not available from the right-click menu. Highlight the cell with the new data and use the copy  function (right click, from the toolbar ribbon or ctrl+c ). Highlight the cell or cells and use the paste function  (right-click menu, toolbar ribbon or ctrl+v).
Break back values no The action is not available from the right-click menu. Use Excel formulas to calculate and insert a comment to note how you calculated the data. The value will be submitted to Adaptive, but the calculations will not. 
Formula Assistant no The action is not available You can't use Adaptive formulas. Use Excel formulas or enter the data. 
See cell formulas  sometimes

For all sheets, values that are based on calculations will be italicized. In most sheets, you can see the formula from the Planning pane's Information tab.

In model sheets, or lists sheets,  the cell formula will be blank although the value is italicized as expected.  

Connect to Adaptive,  right-click the italicized value, and select Adaptive > Explore cell. You can see the formula in the pop-up window. 

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