Types of Sheets
Sheets are the primary interface for non-administrative users of Adaptive Planning. There are three sheet types which you can build to your specific designs:
- Standard Sheets: These sheets have time periods across their columns, and accounts or levels down their rows. They are excellent for expenses and other basic data organization.
- Cube Sheets: These sheets are powerful, multi-dimensional sheets that can have any number of dimensions along the rows and columns.
- Modeled Sheets: These sheets are completely customizable record-based sheets with field names across their columns and records as their rows. They are well-suited for a wide variety of purposes, including personnel, capital, and sales planning.
Sheets are active (or included on) the organization levels to which they apply, making them available to users with access to that level. Users with access to the top level have access to all sheets assigned to the underlying levels. In the following example, the Sales Manager has access to the selected sheets shown below. Any additional users with access to the Sales-USA level also have access to these sheets.
In addition to level-assigned sheets, there are also user-assigned sheets (standard, modeled, or cube) which are available to a user, regardless of the user's level assignments. The sheet type that's best for your model depends on both the data being input and the accounts, dimensions, or drivers to which the entry relates.
A sheet can be designed with a combination of data entry rows and read-only recaps (to present values from related input sheets).
Standard sheets can display any type of data and these accounts are typically displayed down the rows. Budgeters have the option to view by level, which updates the rows to the available levels for a selected account. Typically, standard sheets are used to display General Ledger and/or Custom Accounts. Think of standard sheets as a way to both view or update account values in the database. Standard sheets are commonly used for Expenses, Balance Sheet, Cash Flow, and Assumptions.
Standard sheets can also be designed as a read-only recap. The following GCF example includes the product revenue account which was planned in a cube sheet, maintenance revenue which was planned in a modeled sheet, and the commission expense that was calculated with a formula.
Cube sheets are the most similar in look to standard sheets. However, with a cube sheet you have added dimensions from which to select specific dimension values. Cube sheets also support the use of attributes: level, account, or dimension to assist in filtering the sheet’s display. Up to seven custom dimensions can be added to a cube sheet’s design, plus the structural dimensions, levels, accounts, and time from the version selection.
From this possible total of ten dimensions, you have the ability to shift the display of both the column and row axis, nesting up to five dimensions in the rows (or vertical) axis.
Dimensions can also be added to the rows in a standard sheet design. But, depending on your model, it may be "best practice" to use a cube sheet.
Personnel planning is commonly-done with a modeled sheet. In this GCF example, you won’t see accounts or dimensions in the rows. Instead, each row is an individual component of data entry, also referred to as splits. So budgeters are adding rows, or reviewing, or perhaps modifying rows that have previously-been imported. In a modeled sheet design, the column types determine how data is entered. In this example, the Level column allows users to make selections from the levels which are active in the sheet.
Last Name, First Name, and Job Title are all text elements, so users type directly into these fields. Medical Benefits and Dental Insurance are both dimensions which allow users to select from the defined values. Dimension values can be created during data entry in both modeled or cube sheets if the user and sheet have been configured to allow for it. The remaining fields in this Personnel example (Start Date, End Date, and so on) are all data entry using data and numeric column types.
In modeled sheets, the end result of populating an account with a value is performed through a series of calculations that are not visible to the budgeter. However, row details can be viewed to explore how an individual data entry row breaks down into its individual modeled accounts.
Both modeled sheets and cube sheets work with dimensions. Here are some considerations for picking which type of sheet to use for your designs:
- Modeled sheets allow for individual rows of data entry, such as employee or fixed asset purchases. And they allow for multiple rows with the same selection of dimension values.
- When entering data in a cube sheet however, a selected dimension value only relates to a single coordinate of data.
- Cube sheets also offer the ability to restrict specific combinations of dimension values, so users can only budget to valid selections.
- Modeled sheets can be designed with calculated patterns which are essential when planning for depreciation expense or revenue recognition.
Who Creates and Uses Sheets?
Sheets are created by administrators and placed on levels in the organizational structure. Planners (and other types of users) only see the sheets that an administrator has placed on the levels the planner owns and the planner only sees data for the owned levels or sheets that have been assigned to them. Level-assigned sheets are visible on Sheets > Overview. User-assigned sheets are visible on Modeling > Accounts > Assumptions.
The drop-down menus for dimensions and their values are defined by the organization structure administrator. Dimensions are used in all types of sheets and to tag levels in the organization structure. For example, a product dimension represents the product lines and products sold by your corporation, a job dimension represents the job titles assigned to employees, a region dimension represents various offices of a globally distributed corporation or sales regions.
If the Workflow feature is enabled for your company, administrators can configure an approval process for sheets (for example, In Progress, Submitted for Review, Approved, Rejected, and so on). This impacts when users can submit or change data on the sheets.