Sheets provide an interface to view, enter, and update data (such as actual ledger data, forecasts, personnel information and budgets). There are three types of sheets: standard, modeled, and cube.
See Sheets Overview and Interface Tour.
A standard sheet contains a simple grid of accounts and time periods. Common examples of standard sheets include expense sheets, revenue sheets, profit-and-loss sheets, balance sheets, and cash flow sheets.
1 Accounts or levels down the rows.
2 Levels or accounts in the drop-down menu. Swap the rows with the drop-down.
3 Time across the columns. Change the time periods with Display Options.
4 Dimensions as columns with cells that have drop-down values. Not all standard sheets have dimensions. In order to select dimension, add a split.
Standard sheets also have the Add Split , Delete Split , and Rename Split buttons in the toolbar.
Modeled sheets are for entering record-based data. The sheet has customized field names across the columns and records as rows. A modeled sheet contains the underlying business logic for modeling financial events, such as revenues generated from sales, monthly salaries of personnel, or the depreciation of capital purchases.
- Personnel sheet: Planning headcount details and calculating resulting monthly salaries and related benefits expenses.
- Capital sheet: Planning capital purchases and calculating resulting monthly depreciation expense.
- Sales sheet: Planning projected sales and calculating resulting revenue, COGS, invoicing, and accounts receivable.
1 Add/Delete Rows buttons in addition to, or instead of, the add/delete/rename splits buttons.
2 Labeled columns across the top and records listed down the rows. The column types determine how data is entered: either by typing in fields, or selecting from drop-downs. There are no row headers, only column headers.
Enter new information into existing rows or add new rows. Your admin may set a maximum number of rows a modeled sheet can display at once. If this is the case, you see a message stating how many rows you're seeing of the total. Use the filters, to uncover different sets of data.
A cube sheet is a type of sheet that allows for multi-dimensional data input in a few accounts across a potentially large set of dimensions.
1 More display options in the toolbar: Pivot the sheet to view data in multiple ways.
2 No level drop-down: levels are a dimension to use as filters, columns, or rows.
3 Alternative dimensions: Filter data, drag and drop into the columns and rows, and nest up to five dimensions in the rows.