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Add Splits and Rows

Explains how to add splits to accounts in standard sheets, records to modeled sheets, and rows  suppressed by filters and display options in cube sheets.

Contains preview content for the upcoming 2018.3 release.

Audience: Planners who enter data in sheets.

In modeled sheets, you add new rows to add new records. You can also split rows in modeled sheets. For example, in a personnel sheet, an employee may split their time between departments. Split the employee record, to allocate the resource by department.

In standard sheets, add splits to add rows. Splits break down data in further categories. For example, you have contributing factors for the Travel Expense data, including trade shows, seminars, speaking opportunities, and training expenses. Create splits to add as many lines as necessary to accommodate the travel expense. These splits roll up to the total travel expense account.

In cube sheets, add rows to expose otherwise suppressed rows. For example, if you have suppressed all rows with zeros and blanks, and you need to add data to one of those rows, adding a row reveals only the specified row, keeping the rest suppressed.  

Before You Begin

How You Get There

Compass.png From the nav menu click Sheets, Assumptions, or Processes. Once you open a sheet, select a version and choose a level. You must choose a leaf level to edit cells.

See Open Sheets and Get to Editable Cells.

Add Rows in Modeled Sheets

Add Rows

  • Click Add Row sheetAddRow.png from the toolbar.
  • Right-click anywhere on the sheet and click Add Row
  • Right-click on any row and click Copy Row. The data of the whole row copies into a new row at the bottom of the sheet.
  • Highlight multiple cells across rows, right-click and select Add x Rows or Copy x Rows (x being the number of rows selected). The same number of blank new rows, or copied rows, appear at the bottom of the sheet.

Update the data for each editable cell in the new row and save the sheet. New rows appear as the last visible row in the sheet. After you save, you may not see new rows if your filters hide them.

Add Splits in Modeled Sheets

Available if your admin enabled this setting.

To add splits, right-click on any cell of the row or its existing splits. Then, click Split Row. A new split appears below the parent row, or below the last split. Some cells are editable and some are read-only copies of the parent row. 

Delete Rows or Splits

  • Click on a row or multiple rows and click Delete Row sheetDeleteRow.png from the toolbar. 
  • Right-click on a row or multiple rows and click Delete Row or Delete x Rows.

If you delete a row with splits, you delete all its splits too.

Add Splits in Standard Sheets

Add Splits

  1. Click in any cell in the same row, or any cell in the original row's splits.
  2. Right-click > Add Split, or from the toolbar, click Add Split addSplit.png. 
  3. Enter the split name or leave blank and click OK.
  4. Save your sheet.

Notice how the original row is now a read-only total. To edit the total, expand the row and edit the splits.

Add Multiple Splits

  1. Once you have more than one split in a row, highlight a range of cells that are splits.
  2. Right-click and select Add Splits or click Add Split addSplit.png from the toolbar. The same number of new splits that you highlighted appears.
  3. (Optional) right-click each new split and choose Edit/Rename Split to label the split. 
  4. Save the sheet.

Add Splits in Standard Sheets with Dimensions

See the section, "Choose Dimensions in Standard Sheets" in Edit Switches, Checkboxes, and Drop-Downs.

Rename or Delete Splits 

  1. Click in any cell in the split's row. 
  2. From the toolbar, click Rename Split renameSplit.png and enter a new name, or click Delete Split deleteSplit.png.
  3. Click OK.

Add Rows in Cube Sheets

Watch the video (1m 4s):

Add Rows in Cube Sheets
 

Use Add Row in cube sheets to reveal suppressed rows or to find specific rows that are already revealed.

  1. Activate the button:
    • Click Display Options displayOptions.png and click Suppress rows if all zeros or blank.
    • For each dimension filter, select a dimension that you can't expand. Dimension filters have the dimension icon: dimension filter in cube sheet
    • If Add Row remains deactivated, save the sheet.
  2. Click Add Row sheetDeleteRow.png.
  3. Choose one value from each drop-down. The dimension drop-downs are the dimensions currently in the rows. 

    Add row to cube sheet dialogue.
  4. Click OK. The sheet reveals the row and scrolls you to its location on the sheet. Your cursor moves to the first cell of the row. 
  5. Enter data and save.

 

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