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

Add Display Columns to Modeled Sheets

Display columns are a modeled sheet option. There are these 2 options for display options:
  • Read-only values of the calculated account in the modeled sheet.
  • Level currency.
  1. From the
    Sheet Summary
    , click
    Columns and Levels
    .
  2. From the
    Elements
     tab, expand
    Display Columns
    .
  3. Drag the accounts or
    Level Currency
     into the canvas.
    When you haven't created calculated accounts, they don't display in the list.
  4. As you complete the
    General Properties
    , consider:
    Option Description
    Name
    Enter the name as you want it to display on the sheet in the header row.
    Code
    Use any combination of letters, numbers, and underscores. For accounts, the column code can't match the modeled account code.
    Read only
    Select to prevent users from making changes to the cells in the column (except by import).
    Show in edit mode
    Select when you want users to view the level currency column.
    Show total at bottom
    Select to add a read-only row visible to sheet users. This row sums the data in the column.
    When both parent and child row splits are visible on the sheet, we only total the parent rows.
    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.
  5. The
    Display Properties
     section display only for calculated accounts. As you complete the
    Display Properties
    , consider:
    Option Description
    Reference Time Period
    Select the start of the time range to be evaluated for the account value:
    • First non-actuals time period
      : Sets the date to the first period after the
      Completed values through
       setting in the actuals version.
    • Start of Plan
      : Sets the date to the
      Start of Plan
       setting in the plan version.
    Start of Rollup Range
    Define where the evaluation should begin relative to the reference month, quarter, or year.
    Number of Time Periods in Rollup Range
    Defines the number of months to roll up starting with the month identified as the
    Start of Rollup Range
    .
    Account Details
    After you save the sheet, you can link to the account details.
Display columns are read-only columns in modeled sheets that provide information.