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Adaptive Planning
Last Updated: 2023-06-23
Add Attribute Columns to Modeled Sheets

Add Attribute Columns to Modeled Sheets

You can add level and custom dimension attributes to modeled sheets as columns.
Attribute
 columns provide drop-down menus in the cells. Users can select attribute values from the drop-down options. You can set up the attribute so that they filter the sheet. When users select the attribute value, the sheet filters out any levels or custom dimension values that aren't tagged with the attribute. The filter works in reverse as well. Example. You have an attribute called
Product Group
 that tags the
Product Dimension
 value. The
Sweaters
 and
T-Shirt
 product dimensions that are tagged with the
Tops
 attribute. In the modeled sheet, when you select
Tops
 from
Product Group
 column, only
Sweaters
 and
T-Shirts
 display in
Product
. Likewise, when you select
Sweaters
 from
Product
, the
Product Group
 defaults to
Tops
.
  1. From the
    Sheet Summary
    , click
    Columns and Levels
    .
  2. From the
    Elements
     tab, click
    Attributes
    .
    We organize the attributes by the dimensions. Example: A model with attributes for the dimension Product has displays
    Product Attributes
    .
  3. Expand the attribute if you see an expand arrow next to the dimension.
  4. Drag the attribute to the canvas.
    When the related dimension isn't on the canvas already, we add it automatically.
  5. As you complete the
    General Properties
    , consider:
    Option Description
    Read only
    Select to prevent users from making changes to the cells in the column (except by import).
    Split
    Only displays when you have enabled splits in the
    Sheet Properties
    . See Change Sheet Properties of Modeled Sheets.
    Enables users to split the rows and enter different values for the columns.
    Use caution when you enable splits for columns in sheets that already have data. You might remove the existing data for the rows that have been split by other columns.
    Enable as filter for dimension
    Enables the filter capability between the attribute and related dimension or level.
    Allow users to hide columns in Display Options
    Submit a customer case to enable this option.
    • Select to enable users to hide the column from their view.
    • Clear to prevent sheet users from hiding the columns.
On the sheet, the attribute is a column with the name of the attribute in the header. The values display in a drop-down menu when users click the cells.