Edit Standard Sheets

Both level-assigned sheets and user-assigned sheets can be standard sheets. See Build Standard Sheets.

Prerequisites

Security: Model
permission.

Navigation

From the nav menu, select Modeling
. In the Sheets
menu, select User Assigned Sheets
or Level Assigned Sheets
to view the list of sheets in your model.

Get Started with Edits

Select the Edit
link for the sheet you want to edit to open the sheet summary.

Depending on what you want to edit, select one of the links.

After editing a section, use the breadcrumbs to return to the summary screen where you can select a link to a different section.

Rename the Account Groups

From the Sheet Summary screen, select the Account Groups
link.

From the Accounts for Sheet box on the left, select a group. To find the groups, collapse the accounts. The visible list items are groups.

In the Group Details section on the right, enter a different name in the Heading field.

Select the Save
button in that section.

Select Done
.

Add Accounts to the Sheet

You can add parent accounts to automatically include all their descendant accounts. Or you can add a leaf-level account that doesn't have any child accounts.

From the Sheet Summary screen, select the Account Groups
link.

From the Select Accounts box on the right, select an account to add. Use the Type filter or the search field to help you find an account.

Select the Add to Group
button.

Select Done
.

Remove Accounts from the Sheet

When you remove a parent account, you remove all its descendants. You can add the descendants after you remove the parent.

From the Sheet Summary screen, select the Account Groups
link.

From the Accounts for Sheet box on the left, select a parent account or an account group.

Select the Delete
button to remove the account and all its descendants from the sheet. If you remove a group, you remove all the accounts in the group.

Select Done
.

Lock or Unlock Accounts for All Users on Sheet

From the Sheet Summary screen, select the Account Groups
link.

Find the account in the Accounts for Sheet box and select it.

In the Account Details section on the right, select the Read Only
checkbox.

If it's already unchecked, but the account is locked on the sheet, select the Sheet Summary
link from the breadcrumbs.

Select the Customization for Sub-Levels
link and continue with the instructions for unlocking an account per level following this section.

Lock or Unlock Accounts per Level

From the Sheet Summary screen, select Customization for Sub-Levels
.The link appears only
if you have already selected sub-levels.

Expand the account groups on the left.

Select an account.

Select the checkbox next to the levels until the appropriate checkmark appears.

Blank: The account is hidden for that level.

Blue: The account is visible and locked.

Checkmark: The account is editable.

If the checkbox is locked and you can't select it, select the Sheet Summary
from the breadcrumbs.

Select the Level Availability
link and follow the Add or Remove Levels instructions following this section.

Add the levels to the sheet and return to Customization for Sub-Levels
to try again.

Add or Remove Levels from Sheets

From the Sheet Summary screen, select Level Availability
.

Select the checkboxes :

Checkmark: Assigns the level or adds it to the sheet.

Blank: Removes the level from the sheet.

Or, to add a level and all its descendants,

Select Modeling
from the breadcrumbs.

Select Levels
.

From the level list, select the parent level.

In the Sheets section of the settings, select the checkbox next to the sheet and save.

You have assigned the sheet to the level and all its descendant levels.

Show or Hide the Initial Balance Column

From the Sheet Summary screen, select the Account Groups
link.

At the top of the screen, select the Show initial balance
checkbox.

Show or Hide Account Group Subtotals

From the Sheet Summary screen, select the Account Groups
link.

From the Accounts for Sheet box on the left, select an account group. To find the groups, collapse the accounts. The visible list items are groups.

From the Group Details on the right, select Display subtotal.

Add or Remove Custom Dimensions

From the Sheet Summary screen, select the Dimensions
link.

From the available dimensions select a custom dimension and move to selected dimensions to add it.

From the selected dimensions, select a custom dimension and move to available dimensions remove it. Removing dimensions deletes any data tagged with that dimension.

Display Levels in the Rows or Accounts in Rows by Default

This only sets the view for the first time a user opens the sheet. To create a default view for users, see the
Set the Initial View
section in Build Standard Sheets.

From the Sheet Summary screen, select the Initial View
link.

Then:

To display levels: Select the Start in view by level mode
checkbox.

To display accounts: Clear the Start in view by level mode
checkbox.

Assign Users or Remove Users from User-Assigned Sheets

From the User-Assigned sheet list, select the change link in the Accessible By column.

Use the arrows to remove or add users.

Exclude User-Assigned Sheets from Workflow

Select User-Assigned Sheets
.

Next to the sheet, select the Edit Link
.

Select the Accessibility
link.

Below the the Available Users box, select the Excluded from Workflow
checkbox or clear it to include it in workflow.