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Adaptive Insights
Knowledge and Support - Adaptive Insights

Check Elements in the Review Tab

Explains how to check elements of  selected columns, rows and cells in OfficeConnect reports.

In the Review tab, you can

  • Check the elements of any part of your workbook. This helps you understand the data source.
  • Review defaults and see the precedence rules at work.
  • Find, Replace or Delete Elements from the report.

You can also explore the cell to drill in to the Adaptive Planning data. 

Basic Steps to Review  Elements in the Worksheet

  1. Click Refresh to update the data. 
  2. Highlight a cell, row, or column. You can only review one item at a time, so don't select more than one cell, row, or column.
  3. From the Reporting pane, click the Review tab. You see a list of report sections, such as Net, Row, Column, and so on, depending on what you have selected to review.
  4. Expand the report sections to see the different elements for each.

How the Review Tab Works

The Review tab organizes elements into report sections, so you can see where and how the elements were added to the report. 

The Review tab sections you see (Net, Cell, Row, Column...) depend on what you're reviewing.  The table shows what you see based on what you have selected in the worksheet.

Review Pane  Section Select Cell Select Row Select Column Select multiple cells, rows, or columns
Net

Always Shown.

Shows the elements actively affecting the data.

Not Shown. Not Shown. Not Shown.
Rows

Always Shown.

Shows all elements added to the cell's row.

Always Shown.

Shows all elements added to the row. 

 

Not Shown. Not Shown.
Columns

Always Shown.

Shows all elements added to the cell's column.

Not Shown.

Always Shown.

Shows all elements added to the column. 

 

Not Shown.

Worksheet

See Filters

Conditionally Shown.

Shows worksheet filters if added and enabled.

Not Shown. Not Shown. Not Shown.

Workbook

See Workbook Properties and Filters

Conditionally Shown.

Shows workbook filters if added and enabled.

Not Shown. Not Shown. Not Shown.

User Defaults

See User Settings

Always Shown.

Shows default elements associated with your User ID. 

Not Shown. Not Shown. Not Shown.

Review Elements

Review Net Elements

The Net section is only visible when you have selected a cell. It shows all the elements actively affecting the data in a cell. It does not show you where they were added in the report. In this example, you can see the net data sources of Cell E4. 

Net Elements in the Review Tab.

Review Element Sources

To find out how and where these elements were added to that cell, expand each Review tab section, starting at the top.

Element source in the review tab

1 The accounts, organization, and currency were added to Row 4.  Note that you can see Organization elements in Column A and the Accounts in Column B, but you cannot see the Currency as an element on the report. You can tell the currency was added to the row through default rules associated with the Organization level because it is italicized. Learn more about Currency.  

2 Time was added to Column E. 

3 Version was added as a Worksheet filter. Notice that you can't see it listed on the report because it is a filter. 

Understand Element Overrides 

On the Review tab, the highest section with a defined element is the source of the Net element because cells override rows, rows override columns, and so on.  See Default Types and Precedence Rules

Using the example Review tab below, find the Version source for row E4:

Version source in the review tab showing defaults and precedence rules at work

  1. Notice that the Net section shows the Working Budget 1
  2. Look for the next defined version element, starting at the top. The one defined highest on the list is in Worksheet section 2.
  3. Notice that it matches the Net section's version.  
  4. Scan lower in the list and see how the worksheet version overrode all the different versions defined below it in the Workbook 3 and the User Defaults 4.

In the example, version is a User Default, a Workbook filter and a Worksheet filter. When an element is active in multiple report sections, the one closest to the top is the one that informs the Net and the data in the cell, in this case the Worksheet filter.

Understand Currency Elements

Currency elements are either defaults or added elements to the report. When they're defaults, they're italicized. 

Currency Corporation Default

If the default is based on the corporation, the currency is listed in italics in the Net and in the User Defaults only. You can override this default by adding currencies to the filters, columns, rows, or cells. You can also change the default in Workbook Properties.

Review Pane with Corporation Default Currency

Currency Added Element

Added currency elements are not italicized and they override defaults if they are added to sections higher up in the list. In the example below, the Net currency source is from the column, which overrides the User Default (from Corporation). 

Currency added as an element in the review tab.

Currency Organization Default

If the default is based on the Organization, the currency is listed in italics in any section where an Organization was added. 

Currency Defaults and added elements in the review tab.

 

1 Total Company is associated with US Dollars (USD) and is listed in the User Defaults italicized.

2 The Canadian Dollars Currency element was added to Column E. 

3 The Organization, Company C, was added to Row 4. Because the currency default is based on Organization in this case, the currency is italicized in the row where the organization was added. In this case Company C uses USD. 

4 The Net lists USD, as defined in the row, because rows override columns. It's also italicized in Net to illustrate that this is from an Organization level, not an added element. 

Learn more about currency defaults

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