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Adaptive Planning
Last Updated: 2023-06-23
Reference: User, Workbook, and Selection Properties

Reference: User, Workbook, and Selection Properties

User Setting button
User Settings

What You Need to Know:

  • They're connected to your user ID.
  • They're the default for any new reports that you create. They
    do not
    apply to the active workbook.
  • They remain set for any OfficeConnect workbook that you open.
  • Workbook properties, if different, override user settings.
When you share your report with others, their own user settings apply to the workbook, not yours. If you want others to see what you see, set the report workbook properties.

Workbook Properties button
Workbook Properties

What You Need to Know:

  • They're connected to the active OfficeConnect workbook,
    not
    new workbooks you create in future.
  • They override any viewer user settings, including yours. To adjust the way that a report displays, always change the workbook properties.
  • Changes you make to them remain active to other viewers as well.
  • Anyone with access to the workbook can change the properties.
Use Workbook Properties for each report that you create, unless you want each viewer user settings to control the display of the report.

Selection Properties button
Selection Properties

What you need to know:
  • They're connected to a row, column, or cell.
  • They override workbook properties for the selection.
  • Selection properties for a cell overrides the row and column selection properties.
  • Selection properties for a row override column selection properties.