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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Sheet Toolbar

Describes the buttons on the sheet toolbar.

The toolbar on sheets changes based on the sheet type.

Button Description Sheet Type

Data Entry Buttons

Hide Unhide Formula Bar.png Expands or collapses the formula bar. All sheets
formulaAssistant.png Provides correct formula syntax. All sheets
recalculateFormulas.png Recalculates formulas on all rows and brings isolated sheets back into sync with the rest of your model. Modeled  and cube sheets
Sheet Viewer-Save Submits your changes to the database. Once you save a sheet,  other users can see your changes when they open this sheet. Other sheets that use the data are also updated.  All sheets
addSplit.png Splits the row.

Standard and modeled sheets

deleteSplit.png Deletes the selected split.  Standard and modeled sheets
renameSplit.png Renames the current split Standard and modeled sheets
sheetAddRow.png

Adds a new record to a modeled sheet. Reveals a suppressed row or finds a revealed row in a cube sheet. See Add Splits and Rows.

Modeled and cube sheets
sheetDeleteRow.png Deletes the selected row or rows. Modeled sheets
copyFormulasMode.png copyValuesMode.png Changes the copy mode from Copy Formulas copyFormulasMode.png  to Copy Values copyValuesMode.png. Click the button to toggle between the two modes. See Cut, Copy, and Paste Reference. All sheets

View Buttons

ChangeDimensions.png
 
Choose the dimensions and attributes to display in the rows and columns.   Cube sheets
SheetsSwapAxis.png
 
Swaps the row headers with the column headers.  Cube sheets
ResetDefaultView.png Restores the sheet to the  initial view defined by your admin.   Standard and cube sheets
displayOptions.png Filters time ranges, and dimensions. Conditionally all sheets
Indicates that filters are active. Modeled sheets

Research Buttons

cellExplorer.png Drill down on any data point. All sheets
reportPrintableView.png Exports data to a spreadsheet in Microsoft Excel (*xls) All Sheets

Sheet Updates Buttons

 

refreshSheet.png Updates sheet with any new changes which may have been made to the data by other users. Discards any changes you have made prior to saving. Best Practice: Use to erase your unsaved work. To see updates made by others, always save your work first. All sheets
enableChart.png Displays a graphical version of the selected cells. Only available to users with Discovery permissions. Standard sheets

Search

Search field for sheets Enter numbers or words to find matches. Click the up and down arrows to find the next match. All sheets
FilterInFilterSheets.png Enter numbers or words to show records that match within existing filters.  Modeled sheets

Levels

Level Selector in the sheet's toolbar Dropdown menu with all levels you can access.  In a standard sheet, the selector has a list of accounts if the rows are levels.  Standard and modeled sheets

Notes

refreshModeledSheetData.png Pulls data from a linked modeled sheet.

Modeled sheets that are linked to other modeled sheets.

SheetNotes.png View or add notes to the sheet. Sheet notes are version and level specific.  You can only add notes to a level without sub-levels. If you select a level, you can only see its notes and its sub-level's notes.  All sheets

 

 

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