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Knowledge and Support - Adaptive Insights

Standard Sheet Overview

When most people think of data entry, they think about standard sheets: simple spreadsheets with accounts or levels down the left side and time periods across the top. Common examples of a standard sheet include expense sheets, revenue sheets, profit-and-loss sheets, balance sheets, and cash flow sheets.

With a standard sheet, accounts are usually shown down the side of the sheet in a hierarchical form which can be expanded and collapsed in the Sheet Viewer. The accounts shown on a standard sheet do not belong exclusively to that sheet; they can be placed on many standard sheets, model sheets and cube sheets simultaneously. You can place accounts owned by modeled sheets or cube sheets on a standard sheet, but such accounts appear only as read-only data. 

Standard sheets show current version across the top. Users can customize their view by selecting different time periods, like weeks, months, quarters, and/or years, depending on their instance. Budgeters have the option to view by level, replacing the list of accounts down the side with a list of levels the user can see for the selected account. 

Standard sheets generally appear on Sheets > Overview. Standard sheets can be placed on a particular set of levels. In this case, the sheet appears only on Sheets > Overview for levels associated with the sheet. Standard sheets can also be created as user-assigned sheets which appear on Modeling > Accounts > Assumptions.

Standard Sheets with Mixed Account Types

Standard sheets can also be designed to include read-only cells, especially when one sheet includes mixed account types. Sheets with mixed accounts may also have accounts with different time configurations. In that case, you'll see the largest time period. The accounts with smaller time configurations will display rollup values. 

The following example is a standard sheet with three different account types with different time configurations:

  • Product Revenue is a cube account configured daily. The data can only be modified from the cube sheet.
  • Maintenance Revenue is a model account configured weekly. The data can only be modified from the model sheet. 
  • Commission Expense is a General Ledger account configured monthly by formula. The data cannot be modified directly because it is calculation of other values.  

The sheet displays only months for all accounts because a sheet with mixed time configuration will display the largest configuration of all included accounts. If you want to see the weekly input of Maintenance Revenue or  the daily input of Product Revenue, right-click on the account row and select Adaptive View by Level. The columns will display the weekly or daily data by level for account.

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