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

Find Data in Sheets

Explains how to use the different search functions in sheets.

Use the search functions in Adaptive Insights sheets:

  • Filter or search the entire sheet by keywords or numbers.
  • Find drop-down values in modeled and standard sheets.
  • Find versions in the version drop-down.
  • Find dimension values in cube sheets. 

Before You Begin

How You Get There

Compass.png From the nav menu select 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.

Search or Filter the Entire Sheet

Use Keyword Searches

Works on standard and cube sheets.

Search field in the Toolbar

Find any match on the sheet in row headers, or in cells. It does not find column headers or values in drop-downs that haven't been selected. 

  1. In the search field, enter any word, portion of a word, or any number. 
  2. Click the magnifying glass  or press enter.
  3. Click the up and down arrows to go to the next match. 

Use Keyword Filters

Modeled sheets have a keyword filter instead of a search. See Filter Sheets.

Modeled sheet toolbar with keyword filter field highlighted

Search Model and Standard Sheet Drop-Down Menus

Works on modeled and standard sheets.

For the 1 drop-down in the toolbar and 2 any cell drop-down:

  1. Click the drop-down arrow.
  2. Enter any word or portion of a word and click the magnifying glass.
  3. The search tab shows all the matching results. Click one to select it. 

search in cell dropdowns and in the level/account dropdown

Search Versions

Works for all sheets.

  1. Click the version drop-down arrow:

    Version dropdown
     
  2. Enter any word or portion of a word.
  3. Click the magnifying glass to find a match and click it again to find the next match. 

Search Cube Sheet Dimensions

Cube sheet dimensions may be on the sheet (in rows or columns) or they can be lined up as filters. 

  • To find dimension values listed in rows, use the search field in the toolbar (see above). 
  • To find dimension values within dimension filters, click the drop-down arrow of the dimension filter and follow the steps in Search Versions (above). 
  • The search functions don't find column headers. 
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