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Add Splits and Rows

Explains how to add splits to accounts in sheets.

Audience: Planners who enter data in sheets.

Add rows to both modeled and standard 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.

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.

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

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.

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.
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