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Adaptive Planning
Last Updated: 2023-06-23
Reference: Right-Click Actions in Sheets

Reference: Right-Click Actions in Sheets

We provide context-specific options depending on:
  • Sheet type.
  • Data type in the:
    • Cell.
    • Column header.
    • Row header.
Option
Description
Availability
View By Level
View By Account
View the levels or accounts in the rows.
Standard sheets
Header rows
Change Dimensions
Select the dimensions and attributes to display in the rows and columns.
Cube sheets
Header rows
Swap Axes
Swap the row headers with the column headers.
Cube sheets
When there's 1 dimension in the rows
Display Options
Filter time ranges and dimensions.
All sheets
Data cells
Clear
Erase data in the cells before or after saving. Results vary by cell type.
All sheets
Most white cells
Single or multiple cell selections
Copy Forward
Copy to End
Copy to remaining cells in the row.
All sheets
White cells
Single or multiple cell selections
Copy Forward
Advanced
Copy to remaining cells in the row according to your copy options.
All sheets
White cells
Single or multiple cell selections
Copy Downward
Copy to End
Copy selected cells to remaining cells in the column.
Cube sheets
Copy Downward
Copy check box and toggle switch states from selected cells to remaining cells in the column.
Modeled sheets
Cells that contain a check box or toggle switch.
Formula Assistant
Provide correct formula syntax.
All sheets
Adjust
Adjust the values of selected cells. Adjustments replace formulas in the cell.
Standard and cube sheets
Blue or white cells
Multiple or single cell selection
Add Note
Edit Note
Remove Note
Add, edit, or remove cell notes.
All sheets
Blue or white cells
Add Split
Rename Split
Delete Split
Split rows to break down data, rename splits, or delete splits.
Modeled sheets where the administrator enables you to add splits and standard sheets.
For modeled sheets, accounts must be periodic.
For standard sheets, accounts must be either:
  • Cumulative planned by balance account.
  • Periodic.
White cells
Add Row
Copy Row
Delete Row
Add rows, copy selected rows to the end of the sheet, or delete rows.
Modeled sheets
White cells
Split Row
Add a copy as an indented row below the selected row. Certain columns are read-only depending on how you built the sheet.
Modeled sheets where you can add splits.
Row Details
Display values for all modeled accounts associated with current sheet for selected row.
Modeled sheets
Create Dimension Value
Open a dialog to create a dimension value at the same level as the dimension value in the cell.
Modeled sheets
Cells within a dimension column. Available when you select
Edit dimension on sheet
for this dimension in the sheet builder.
Edit Dimension Values
Open a dialog to change or add new dimension values for a dimension column.
Modeled sheets
Cells within a dimension column. Available when you select
Edit dimension on sheet
for this dimension in the sheet builder.
Explore Cell
Launch Explore Cell where you can drill down on any data point or link to drill-through options.
All sheets
Data cells
Mark Anomaly
Unmark Anomaly
Display or remove a purple border that indicates an anomaly.
Standard sheets
To unmark anomalies, target cells with purple borders.
Drill Into Transactions
Open the Transaction Detail report for the selected cell.
Cube and standard sheets with transactions as a data source.
Drill IntoNetSuite
Open aNetSuite report that includes the transactions applicable to the value in the cell.
Instances enabled for Netsuite.
Drill intoWorkday
Open aWorkday report that includes the transactions applicable to value in the cell.