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Adaptive Planning
Last Updated: 2023-06-23
Add Timespan and Initial Balance Columns to Modeled Sheets

Add Timespan and Initial Balance Columns to Modeled Sheets

Timespan
 columns in modeled sheets display time periods as columns. They also enable your team to enter data into the cells. When you add a
Timespan
 column, you automatically create a timespan account in the account hierarchy of the modeled sheet. Example: On an Asset Planning sheet, name the
Timespan
 column
Purchase Price
. Then users enter the cost of various assets for each month in the columns. You can then refer to the timespan account for a spread lookup that distributes the value of the assets into an Asset Depreciation account.
Initial Balance
 columns display as a data entry column on modeled sheets. Example: On a Personnel sheet, name the
Initial Balance
 column
Pay Rate
. Users can enter the pay rate of each employee to plan personnel expenses.
  1. From the sheet summary, click
    Columns and Levels
    .
  2. From the
    Elements
     tab, expand
    Data Entry Columns
    .
  3. Drag
    Timespan
     or
    Initial Balance
     into the center panel.
  4. Select the
    Timespan
     or
    Initial Balance
     element from the center panel.
  5. As you complete the
    General Properties
    , consider:
    Option Description
    Name
    Enter a name for the column. Displays as the column header in the sheet. See .
    Code
    Enter a unique code. You can refer to this code in formulas.
    Read only
    Select to lock the cells in the columns so that users can't change the data.
    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.
    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 these 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.
    Allow users to hide columns in Display Options
    You must submit a customer case to to enable this option. For
    Initial Balance
     only.
    • Select to enable usres to hide the column from their view.
    • Clear to prevent sheet users from hiding the columns.
    Account Details
    Available after you save. You can link to the account details in the account hierarchy of the modeled sheet.
You automatically create corresponding data-entry accounts when you add
Timespan
 and
Initial Balance
 columns.
The columns display in the modeled sheet. Users can enter numerical data into the cells.