You can review and add notes to any cell within a sheet. Cell notes "stick" to the data itself -- a cross-section of time, accounts, level, and version.
How Cell Notes Work
Cells with notes have red triangles in the upper-right corner. In general, cell notes can be added to almost any cell except when:
- The version or level is locked.
- The cell is not a standard data cell (for example, the header cell of a column).
Cell notes are part of specific versions. You can only see cell notes and search cell notes in the version you have currently selected from the version dropdown. Notes in sub-versions do not roll up to the parent version. For example, if a cell note is added to a sub-version of actuals, Pre-Elimination, you don't see the note if you are in the Actuals version. You have to select Pre-Elimination.
Notes in levels do roll up to parent levels. So if United States and Canada are sublevels of Operations, you can see the notes of both if you have selected Operations from the level selector. If you have selected Canada from the level selector, you can't see the notes of Operations or United States, but you can see both Sales and Services cell notes.
Cell notes are separate from sheet notes and workflow level notes.
Add or Edit Cell Notes
- Go to Sheets and open a sheet.
- Right-click on the cell and select Add Note or Edit Note. The Edit Note option is only there if a note exists for that cell.
- Enter the note and click OK.
- Click Save.
Remove Cell Notes
To delete a cell note, right-click the cell and select Remove Note.
Search for Cell Notes
Find cell notes across all sheets:
- Go to Sheets > Overview.
- Pick the version and level you want to search from the dropdown menus at the top of the page.
- In the upper-right corner, click Search Cell Notes.
- Enter search criteria or leave the criteria fields blank to find all notes in the version and level (including any sublevels) you have selected.
- Click Search.
- From the results, click the magnifying glass icon to open Cell Explorer. From there you can see the data, the note, the account, level, date, and sheets.