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Knowledge and Support - Adaptive Insights

Editing Cells

To edit cells, you can:

Once you have edited a cell, you can:

  • Click Erase All Edits  to erase all unsaved changes on the sheet and returns the data to the original values.
  • Add or update sheet notes .

All changed values are shown in blue text until the changes are saved. Click Save  on the toolbar to save your changes.  

If a cell is gray, you can't edit it either because the account is read-only on this sheet based on your user permissions or the account is a rollup of accounts or levels.

Enter a Value or Formula:

  • Type new values directly into a cell or use the formula bar  to enter longer or more complex formulas or values.
  • On sheets that contain dimension columns, you can select or change dimension values. If you have Edit Dimensions on Sheets permission, you can add values and rename dimension values. 
  • On modeled sheets, tab into a cell within a dimension column and type a letter, then press tab. If there is a match for what was typed, the cell auto-completes with the match. If there is more than one match, a list of choices appears.

 

Use Copy Forward

The Copy Forward command lets you copy numeric values or formulas of any cell that can be edited into future periods of time. Copy Forward is not available for cells that roll up data or time periods. This command copies the value or formula in the rightmost-selected cell to the right into all cells of equivalent time granularity (such as months or quarters). If there are multiple rows selected, Copy Forward runs on all editable rows in the selects (ignoring any read-only or blank rows).

  1. Right click in the cell to display the context menu.
  2. Select Copy Forward.
  3. Choose Copy to End to run the command to the end of the currently viewed sheet or choose Advanced to select more options:
    • Value: The value currently in the selected cell.
    • Copy until: Select whether to copy the value forward to the end of the spreadsheet, the end of the current year, or the end of the current quarter.
    • Stop at 0: When decrementing by a percent or value, check this box to stop decrementing when the value reaches 0, rather than continuing into negative numbers.
    • Increment by: Select whether to copy the value forward without altering it (ignore the drop-down menu and leave the Value box blank) or to increment or decrement by a percent or value.
    • Value: If you select to increment or decrement by a percent or value, enter that percent or value in this text box. When entering a percent, enter it as a whole number, without the percent sign. For example, ten percent (10%) would be entered as 10.
  4. Click Ok to run the command.

Copy and Paste

You can copy (or cut) and paste blocks of cells into, out of, and within the application or from Excel using the standard keyboard commands Ctrl-C, Ctrl-X, and Ctrl-V. 

For copy, cut and paste:

  • When you select multiple cells, typing a number when a group of cells is selected enters that number in the first cell you selected only. The other cells are unchanged and remain selected.
  • When columns or rows are collapsed, any copy command copies the underlying columns and/or rows. For example, if you collapse all months and quarters on a standard sheet so that only the year rollups are visible, then copy a block of cells, the clipboard includes the data from all the months inside the selected years.
  • The paste command inserts data into all cells in the range, regardless of whether they are visible or collapsed.
  • Pasting into Adaptive sheets does different things depending on the area currently selected to receive the paste:
    • When a single cell is selected, pasting adds the entire contents of the clipboard starting at that cell, overwriting downward and/or rightward as needed.
    • Numeric clipboard entries are pasted as numbers.
    • Text entries are pasted as formulas.
    • In a standard sheet, pasting does not extend into rollups or read only rows. Also, pasting does not extend across sheet pages or rows. For example, if you copy four rows of data in Excel and paste it into three rows on a standard sheet, the fourth row of data is lost.

    • In a modeled sheet, if the clipboard contents would extend beyond the bottom of the sheet, rows are added with the additional content. If the pasting goes into a cell that has a drop-down menu of possible values, the pasted data is only entered if it is a valid selection for the menu.
  • When a range is selected, pasting enters the top left rectangle of the clipboard data into the selected range, and only overwrites the selected range. Data that would fall outside the selected range or that would be entered in a read-only cell is discarded.

Edit Time Period Rollups 

Editing a time period rollup (for example, Q1) is a quick way to update totals and redistribute the new total among the rolled-up time periods (for Q1, January, February, and March). You can edit time rollups as long as you have edit access to the account.

  1. Enter a value in a time rollup cell and press Enter (or click the green check mark in the upper right of the screen). 
  2. Select an option from the Breakback Rollup Value dialog box.
    • Breakback Proportionally: Distribute the entered value proportionately among the rolled-up time periods based on their current values. If all the rolled-up periods are currently empty, this option acts the same as "Breakback evenly.”
    • Breakback Evenly: Distribute the entered value evenly among the rolled-up time period (dividing it into equal sizes. 150 would be distributed over Q1 with 50 in each month).
    • 4-4-5: Use a 4-4-5 (whole weeks per month) weighting to distribute the entered value among the rolled-up time periods. 4-4-5 distributes 150 into 46, 46, and 58.
    • 4-5-4: Use a 4-5-4 (whole weeks per month) weighting to distribute the entered value among the rolled-up time periods. 4-5-4 distributes 150 into 46, 58, and 46.
    • 5-4-4: Use a 5-4-4 (whole weeks per month) weighting to distribute the entered value among the rolled-up time periods. 5-4-4 distributes 150 into 58, 46, and 46.
    • Assumption: Select this option to view the dropdown menu with all the breakback methods custom-created for your instance.
  3. Click Apply.

You can also edit rollups by right clicking in one of the rolled-up cells and selecting Adjust from the context menu. Any adjustment you make will be applied to all values which contribute to the rollup.

  • Change proportionally: adds the entered amount to the total being adjusted and spreads that difference back to all values which contribute to the rollup, proportionally by their current values.
  • Change evenly by: adds the entered amount to the total being adjusted and spreads that difference back to all values which contribute to the rollup, adding an equal portion of the difference to each contributing cell.
  • Increment by value (or percent, or decrement): adds the entered amount (or applies the entered percentage) to each contributing value.

For more information on editing cells, refer to Sheet Viewer Toolbar and Sheet Viewer Context Menu.

 

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