Use this process to set up your sheet before entering planning information.

Display Options

Standard Sheets

1. Open the sheet you wish to change or update.

2. Select the ‘Display Options’ button in the blue toolbar at the top of the screen, or Right-Click anywhere on the sheet and select ‘Display Options’.

   

3. For a Standard Sheet, you will see three tabs by which you can manipulate your sheet.

1. • The first is ‘Time’ which allows you to select which time periods are displayed, when the data starts and finishes, as well as if you’d like rows with all zeros or blanks to be suppressed
   • The second tab is ‘Version Comparison’ which allows you to pull in other versions of budgets/forecasts/etc. into the same sheet for better comparisons
   • The third tab is for Sparklines, which allow you to add either line or bar graphs in the second column on your sheets to show trends over time

Modeled Sheet

1. From the blue toolbar, select Display Options

   

2. There may be a ‘Time’ tab which functions similarly to the Standard Sheet ‘Time’ tab in the Display Options (see above) or

3. Select the Filter tab if it is not already selected

4. Select a Column to filter

5. Select a comparison type (ie. ‘starts with’, ‘contains’, etc.)

6. Enter a comparison value that is appropriate for the comparison type

7. If you would like to add an OR rule to your filtering, select ‘Add Group’ otherwise select ‘OK’ to apply the filter

Tips and Tricks: When filters are active in a modeled sheet, the Display Options button will be a darker shade of blue

 

Cube Sheet

1. From the blue toolbar, select Display Options

   

2. There may be a ‘Time’ tab which functions similarly to the Standard Sheet ‘Time’ tab in the Display Options (see above) or

3. Select the dimension or attribute tab you wish to filter or change the display by.

   1. The Display Options window should pull in all of the dimensions and attributes in your sheet in the form of tabs (see below)

4. Check or uncheck the dimensions you wish to add or remove

5. Select ‘OK’ when you are done, and the new filters will be displayed in your sheet

 

Swap Rows

Swapping rows in Adaptive Insights refers to swapping the rows that are listed on the left with another metric. What metric and how you apply it depends on if you are using a standard sheet or a cube sheet. Modeled sheets cannot have their rows swapped.

Swapping rows on a Standard Sheet

1. Right-click anywhere in the first column and select ‘View by Level’

   

2. Now the Levels will be in the first column and you can filter by accounts in the top right drop down menu

Swapping rows on a Cube Sheet

There are several ways to swap/modify rows in a cube sheet.

1. Select the swap rows button in the top (blue) taskbar

2. Drag-and-drop different dimensions from the top section of filters

• You can of course still filter by these dimensions from their positions at the top of the sheet

 

Filtering

Modeled Sheets

1. Select the large filter button in the top blue toolbar

2. Enter words, numbers etc. to filter by

   1. The filter will search for matches in every column

3. Only records that have a match will remain

4. If you have any active filters from the ‘Display Options’ filter the keyword filter will only return matches that are also within those parameters

 

Cube Sheets

In Cube Sheets, custom dimensions and attributes are dimensions and they are displayed as drop down filters above the sheet, the columns across the top of the sheet, and down the left side of the sheet as rows. Multiple dimensions and attributes can nest within the rows.

1. Select which dimension you would like to filter on

2. Choose a field to further drill into/filter by

3. The sheet will automatically update with the new filter applied

 

Using Dimensions to Filter Attributes in Rows

You may also select the ‘Change Dimensions’ button in the blue toolbar at the top, which will bring up a new window to filter those same dimensions you see at the top of the sheet.

1. Select all the values you would like to filter by in the right-hand column

2. Select ‘OK’ to apply the filter to your sheet

 

Filter using ‘Display Options’ in Cube Sheets

1. From the blue toolbar at the top of the sheet, select ‘Display Options’

2. Select or deselect any of the values among the tabs listed

3. Select ‘OK’ to apply the filter to the sheet