Navigate to Sheets > Overview to see a list of sheets you can edit or view. Click a sheet to open it.
Select Data to Display
You can change your view of the data on the sheet or change what data appears on the sheet:
- Use the Level selector (upper right corner of the sheet) to show data for a new level or version (if any are available). A version represents a particular planning scenario, such as Budget 2017 or a "what-if" plan for evaluating effects of an potential acquisition, downsizing, and so on.
- Columns can be resized by dragging the column dividers.
- If rows are hierarchical, they can be expanded or collapsed.
- Display Options can show or hide columns or rows temporarily. Click the filter icon on the toolbar, or choose Display Options from the context menu. Administrators can set the default display options for a sheet (Set as default for all users).
When rows are hidden, the row numbers shown on the left are reapplied.
- For standard sheets, right-click an account to View by Level. To return from viewing by level, click View by Account.
- For cube sheets, dimension selectors change the sheet to show values corresponding to the dimensions you select. Dimension selectors can also be dragged onto an axis of the sheet to change which dimensions are displayed on the grid, and which appear as dimension selectors.
Click Change Dimensions to change the dimensions on both axes at once.
Searching in Drop-Down Menus
Use the Levels menu to navigate to a level or search for a level.
To search within the sheet, enter some or all of the value or string you are looking for in the Search field and press Enter or click . If multiple cells match your search, you can scroll through them by clicking Up and Down in Search.
Display Color Legend
The colors of the text and background in a cell contain useful information, as do small triangles of color in the corners, as shown in this table. These backgrounds, text styles, and notifications can be combined in various ways.
|White background||The cell is editable.|
|Light blue background||The cell’s value is a time rollup (a total of time periods). Some rollups can be edited directly, such as quarter or fiscal year.|
|Gray background||The cell is read-only.|
|Red background||There is an error in the cell’s formula.|
|Red text||There isn't an error in the cell, but the cell contains a formula or rollup that refers to a cell with an error.|
|Blue text||The cell contains unsaved information.|
|Green text||The cell is displaying data from an actuals version.|
|Purple corner||The cell contains a formula.|
|Red corner||The cell has a cell note.|
|Bold text||This cell contains a total.|
If cells are not editable on your sheet, check or verify any or all:
- Level Access: You may have selected a level that you can't access. You can only see or edit data based on the level access assigned to your user ID. Or you may have selected a level rollup. Data is not editable until you have selected the smallest available level per "parent" level.
- Standard Sheets with Mixed Account Types: You may be trying to edit a model, cube, cube entered, or link account on a standard sheet. You can only edit General Ledger and custom accounts on standard sheets.
- Standard Sheets with Mixed Time: The General Ledger or custom account may have a smaller time configuration than the sheet. Right-click on the General Ledger or custom account you want to edit and select View by Level. The sheet displays the smaller time periods and the cells will be editable.
- Master Formulas: The cell's data may be calculated from data entered on other accounts.
- Locked Versions: You may be viewing a version that is either completely locked or locked through a defined period. When a version is locked, the data cannot be altered or edited.
- Workflow: If the Workflow feature is enabled, you may be viewing a level that has already been submitted.
- Actuals Overlay: You may be viewing a version that has been completely replaced with Actuals data.
- Permissions: Check your Adaptive permissions with your admin to confirm that you have access to the sheet and sheet levels:
- You may be an Analysis User, which only allows you to view sheets in a read-only mode.
- You may not have access to the the version or level that you selected based on permissions.
- You may be viewing a sheet, account or cell with salary data. You need the Access Salary Detail permission to edit salary data.
Sheet notes can be attached to most sheets. They are unique to the sheet for this level in this version, and appear for all users who view this sheet on this level. If the version and level currently being viewed are editable, the sheet notes are also editable. Click to add, edit, or view notes.
You can use keyboard shortcuts to navigate within the sheet, extend row, column, or cell selections in the sheet, search within in the sheet, and so on. For a full list of shortcuts, click the keyboard shortcuts icon .
There are two ways to add visualizations of sheet data to sheets themselves: Sparklines and Visualizations on Sheets.
Sparklines offer a quick view of the trends associated with account values on standard and cube sheets. When turned on, they appear in the first column of the sheet as either a line or a bar chart, depending on your selection. When clicked, these small charts expand to provide a larger representation of the trend line. For editable sheet values, users can drag and drop points on the trend line as a way of doing visual data entry.
To turn Sparklines on for a sheet you are viewing:
- Click Display Options .
The Display Options dialog appears.
- Click the Sparklines tab.
- Select either line chart format or bar chart format.
- Click Apply.
Visualizations on Sheets
Users with Discovery permissions can create charts on standard sheets with in-sheet visualizations and save them to their personal Discovery dashboard. You can also download a copy of the chart, expand it to fill the screen, and change the type of chart displayed.
Choose from column, line, area, bar, pie, doughnut, and waterfall.
To create a chart in a standard sheet you are currently viewing:
- Select the cells you want to be displayed in the chart.
You can select by clicking the first cell, then shift-clicking the last, or by clicking and dragging.
- Click Chart .
- Click Chart Options within the visualization on the right to change the type of chart and chart detail level.
- Select a period like Month, Quarter or Year at the bottom right of the visualization.
- Select a date range by clicking the to and from range selectors at the bottom of the visualization.
- Save the visualization to a new dashboard.
- If you are using Discovery Classic, you can save the visualization to a new dashboard by clicking Save to Discovery Classic .
- If you are using Discovery New, you can save the visualization to a new dashboard by clicking Save to Discovery New .