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Sheets Overview

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).

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 ReviewApproved, Rejected, and so on). This impacts when users can submit or change data on the sheets. 

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