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Workday Adaptive Planning Knowledge Center

Use Sheets on Dashboards

Add sheets to your dashboards to simplify the planning process and facilitate collaboration.

Use sheets on dashboards to enter data without navigating away from your dashboard. Save your sheet to dynamically see changes on dependent charts and dashboards.

See Sheets on Dashboard Settings for setting options and toolbar descriptions.

Before You Begin

Basic Steps

  1. Select Edit Edit to put your dashboard in edit mode.
  2. On the left panel, select Chart tab to choose a chart. Drag and drop Sheet Sheet Chart to the design area. 
  3. On the right panel, give the sheet a name in Appearance Settings Appearance Settings. This only names the container for the sheet and does not change the sheet name.
  4. Select Data Settings Data Settings, then select the sheet. All cube, modeled, and standard sheets that you have access to are available.
  5. Select Done Done.

Edit Sheet Content

Once you add a sheet to a dashboard you can edit its content if: 

  • You have permissions to edit the sheet. 
  • You select the level the sheet belongs to in the dashboard perspective context.
  • The dashboard is not in edit mode.

The type of edits you can make depend on the sheet type.

  1. Select the level this sheet belongs to in perspective context.
  2. Select inside the sheet to edit. You can use the sheet toolbar and any right-click context menus available.
  3. Select Save to update your sheet and dependent charts in the dashboard.

Change Cube Sheet Filters

To change cube sheet filters:

  1. Move your cursor over a chart containing a cube sheet.
  2. Select Maximize View disc-FullViewChart.png for the sheet to make cube sheet filters editable. Cube sheet filters are view only in the default view. 
  3. Edit the cube sheet dimension filters.
  4. Select X at the top right of the maximize view to return the sheet to its default view.

Perspective dimension filters override modified cube sheet dimension filters.

Change the Display of Sheets on Dashboards

You can change the display of rows and columns for an individual sheet. You can create multiple sheets with different display configurations based on the same underlying sheet. Perspective context filters takes priority over sheet view and display settings. 

To change the display for an individual sheet: 

  1. From edit mode, select a sheet > Data Settings Data Settings > Display Options
  2. Change the display of your rows and columns. To dynamically change sheets with different time ranges at the perspective level, select a relative Viewable Time Range (for example: Current Month). 

  3. Select OK to save.

Temporarily change Display Options for a sheet with Display Options sheetchartdisplayoptions.png. These display changes do not persist when you navigate away from the page, or make changes at the perspective level.

If you maximize your sheet, any view or display changes made in maximize view might not persist in the default view.

Sheet on Dashboards Example

Top Line Expense What-If Analysis

You might have an Expenses Top Line dashboard that list your top line expenses. You can add sheets on dashboards to enter data and change driver numbers in your charts to see how different what-if scenarios impact your top line expenses.

An example of Expenses Top Line dashboard that lists your top line expenses

 

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