Add Check Box Columns to Modeled Sheets

Get to the Sheet Summary to Edit Sheets or Start a New Sheet.

Security: Model includes: sheets, accounts, dimensions, and formulas
permission.

Checkbox

columns display in modeled sheets with either or toggle or check box that users can click to change. Check boxes save time because and prevent data entry errors. In sheets, a single click replaces typing or making selections from drop-down menus.

Behind the scene, when users click or clear the check box, we enter a boolean value. Checking the box or toggling to the on position enters a value of 1. Unchecking or toggling to the off position enters a value of 0. You can then refer to the check box in formulas to drive data in the modeled sheet. Example: In a Personnel sheet, you have a

Checkbox

column called Benefits
. Users click the check box to indicate that employees have benefits. For the Benefits Expense account, you refer to the check box in the row. It returns 0 when employees don't have benefits or calculates a value when they do have benefits.

From the

Sheet Summary

, click

Columns and Levels

From the

Elements

tab, expand the

Data Entry Columns

Drag the

Checkbox

into the canvas.

Select the

Checkbox

column.

As you complete the

General Properties

, consider:

Opción	Descripción
Name	Enter a name for the check box column. The name displays as the column header. See Reference: Naming Conventions Best Practices .
Code	Enter a unique code for the column. You can reference the code in formulas to drive data.
Show toggle switch	Select to display toggle switches instead of check boxes.
Allow users to hide columns in Display Options	You must must submit a customer case to to enable this option. Select to enable usres to hide the column from their view. Clear to prevent sheet users from hiding the columns.

The column displays in the sheet with either toggle switches or check boxes that users can click on and off. For Excel Interface for Planning, the toggles and check boxes don't display. Instead, users must enter 1 for on or 0 for off.

Refer to the

Checkbox

column in a calculated account using ROW.CheckboxColumnCode.