Skip to main content
Adaptive Insights
Knowledge and Support - Adaptive Insights

Planning and Collaboration

Preview the features of our upcoming release. Details are subject to change.

2017.3 Release Notes: Filter dimension values in modeled sheets, log in to multiple workbooks with Excel for Planning, and review the new Excel for Planning technical requirements.

Model Sheets Enhancements

Filter Dimension Values for Data Entry  (New in Excel Interface for Planning)

When you configure dimension attributes to act as filters for dimension values on an Adaptive sheet, it now works the same way on an Excel Interface for Planning sheet. Data entry is easier because attributes filter dimension selections to valid choices. For example, select an attribute (like a product group and product color), then the list of dimensions (like the product) narrow so you see only products with the group and color you selected. 

Use Intuitive Modeled Formula Syntax

Reference the value of level and dimension attribute columns in modeled sheet formulas using ROW.ColumnCode in the Formula Assistant. 

Other Excel Interface for Planning Updates

Multiple Excel Workbooks

Log in once and open multiple workbooks with Excel Interface for Planning without any surprising login or logout hassles. 

Installation and Update Requirements

To update per-user installations of Excel Interface for Planning to version 2017.3, you'll need your Windows admin password.  For forthcoming versions, you'll be able to update without an admin password. 

New Button in the Planning Ribbon

Loads the latest data from Adaptive into the Planning pane. New sheets, assumptions and dimensions update without refreshing the data in the grid. 

Planning tab ribbon with new Refresh Task Pane button.

  • Was this article helpful?