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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 Reference: Sheets on Dashboard Settings for setting options and toolbar descriptions.


Basic Steps

  1. Select 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 the Data Settings Data Settings, then select the sheet. All cube, modeled, and standard sheets that you have access to are available.
  5. Select 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.

Save View Preferences

Customize and save view preferences for each sheet. Some view changes that include filtering and swap columns and rows only save when you:

  • Update Display Options.
  • Change Dimensions in cube sheets.
  • Save data entries.

Set the Default Sheet View for Others

Set the default sheet view for all users when you share or publish perspectives.

When you publish a perspective you revert all custom view changes made by others to the current view.

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.

Maximize Sheets on Dashboard

You can use the perspective toolbar when you maximize sheets on dashboards, persisting all your context filter selections.

To edit filters for sheets on dashboard in the maximized view:

  1. Move your cursor over a chart containing a sheet.
  2. Select Maximize View for the sheet.

In maximized mode, filters common to both the perspective toolbar and the sheet are disabled in the sheet and in the Change Dimensions section. If you need to change filter settings, do so by navigating to it from the main navigation > Sheets menu. 

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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