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Adaptive Planning
Last Updated: 2025-11-14
Use Excel Charts

Use Excel Charts

When working with
Adaptive Planning
 sheets in Excel, you can use Excel features, such as functions and charting tools outside the planning cell range to perform local reporting or analysis if required. This section provides two examples of using Excel with
Adaptive Planning
 data: Excel charts and Excel formulas.

Create an Excel Chart with
Adaptive Planning
 Data

You can insert a line chart that shows Net Income trends:
Example of an Excel Chart Referencing Data from Planning Sheet Range
  1. Select the data from a row from the
    Adaptive Planning
     sheet range. For example, select the Net Income row from the P&L sheet.
  2. Insert a line chart in an Excel range and format as desired using Excel Chart Tool options.
Note:
Switching levels or version can extend the range of the
Adaptive Planning
 grid area and can override any local Excel analysis or reporting.

Create an Excel Calculation with
Adaptive Planning
 Data

Perform a local calculation using Excel and data from the planning sheet. Insert any Excel function or formula outside the planning sheet and reference
Adaptive Planning
 data or a combination of
Adaptive Planning
 data and data entered with in the Excel range.
For example, calculate the delta net income between the Q1 and Q2:
Example of an Excel Formula Referencing Data from a Planning Cell Ranage
Insert an Excel function or formula in a cell within the Excel cell range and reference
Adaptive Planning
 cell ranges in the calculation.