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Standard Sheet Overview

Standard Sheet

When most people think of data entry, they think about standard sheets: simple spreadsheets with accounts 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 simultaneously. In this case, all appearances of the account show the same values. You can place accounts owned by modeled sheets or cube sheets on a standard sheet, but such accounts appear only as read-only copies. 

Standard sheets show the months of the current version across the top. Users can customize their view by hiding months, quarters, and/or years. Standard sheets can be viewed in View By Level mode, replacing the list of accounts down the side with a list of levels the user can see. 

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.

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