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Adaptive Planning
Last Updated: 2023-06-23
Add Text Selectors to Modeled Sheets

Add Text Selectors to Modeled Sheets

Text Selectors
 are a column type in modeled sheets that enable your users to select options from a drop-down menu in the sheet cells.
Text Selectors
 can drive value lookups and spread lookups, calculations in calculated accounts, or simple information in the row. When you add a
Text Selector
 column, you must also add options. The options you add display in the drop-down menu for sheet users to select as they add rows.
Example: For the Capital Planning sheet, you have a
Text Selector
 column called Asset Types. You add these options:
Electronics
,
Office Furniture
,
Real Estate
, and so on. You later add a spread lookup to track the depreciation of each asset over time.
  1. From Sheet Summary, click
    Columns and Levels
    .
  2. From the
    Elements
     tab, expand
    Data Entry Columns
    .
  3. Drag
    Text Selector
     into the canvas.
  4. As you complete the
    General Properties
    , consider:
    Option Description
    Name
    Enter a name for the column. The name displays as the header of the column on the modeled sheet. See .
    Code
    Enter a unique code for the text selector. You can reference the code in formulas.
    Read Only
    Select to prevent users from changing the data (except by Import).
    Edit Text Selector on Sheet
    Select to add an
    Edit text selector
     option to drop-down list in the cells of the column. This option enables users with
    Edit Dimension on Sheet
     permission to create new selections to the list or change the selections. When you also add spread or value lookups, enabling sheet users to add more options leaves blanks for the spread and value lookups.
    Recalculate on Match
    Available when you: Enable Recalculate on Demand.
    Triggers automatic recalculation of other rows with matching text selector options.
    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.
    Text Selector
    In this section, enter the option that you want the user to select and click Add. Repeat for all options that you want available.
    Once you add the options, you can:
    • Click the gear icon to change the name of the option.
    • Use the arrows to reorder the list.
    • Click the trash icon to delete the option. You can't delete the options when users have already used them in the rows of the sheet. First delete the rows or edit them to remove the option. 
  5. Add expressions for each option. The expressions distribute values of a source account into a calculated account within the same sheet.
  6. Add values for each option that populate into another account.
  7. Save your changes.
The sheet displays the new column. In the cells of the column, users click the drop-down arrow to select an option.