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Adaptive Planning
Last Updated: 2023-06-23
Change Modeled Sheet View

Change Modeled Sheet View

  • To hide columns, ask your administrator to open a customer case to enable the feature. Your administrator must also enable you to hide columns on this specific sheet in
    Model Administration
    .
  • Security:
    Access Sheets
     permission.
For modeled sheets and modeled sheets on dashboards, you can:
  • Use display option filters.
  • Use the toolbar filter.
  • Suppress zeros and blanks.
  • Filter sheet timespan.
  • Display alternate calendars.
  • Hide or unhide columns.
When you save the sheet, the changes save as your preferred view. You can revert to the original default view at any time. From dashboards, the view reverts to the default set by the dashboard owner. From sheets, it reverts to the administrator default.
Your modeled sheets can have a maximum number of viewable rows set up by your administrator. If there's a maximum number of viewable rows, you see an information note at the bottom of the sheet. You can use filters to see different sets of data or minimize the size of the viewable sheet.
  2. (Optional) Use the toolbar filter to:
    • Search for matches in all the columns.
    • Only display records that match, removing all others from view.
    When you have active filters in
    Display Options
    , your keyword filter finds only matches within those parameters.
    When a sheet truncates to limit the viewable records and you filter for keywords, the filter searches for matches beyond the viewable sheet. Example: If your sheet displays 100 of 1,000 records, your keyword filter searches all 1,000 records for matches.
  3. (Optional) To filter rows, select
    Display Options
     on the toolbar.
  4. (Optional) Select the
    Filter Rows
     tab.
  5. (Optional) As you complete the
    Filter Rows
     tab, consider:
    Option Description
    Column
    Select the column to filter.
    Comparison Type
    Select the operator for the filter.
    Enter Value
    Enter letters, words, or numbers. If the column values are dates, select a date.
    Add
    Click the plus icon to add more rules to the filter. You can select a different column or the same column and a different operator to further filter the sheet.
    Add Group
    Click
    Add Group
     to add OR rules to your criteria. Use groups to display data on your sheet that match any of your filter groups.
  6. (Optional) Select
    Set as default for all users
     to set this sheet view as the default view for all users when they first open the sheet or create the sheet in dashboards.