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 to remaining cells in the row.
| All sheets
White cells Single or multiple cell selections | |
Copy to remaining cells in the row according to your copy options.
| All sheets
White cells Single or multiple cell selections | |
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.
See Concept: 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:
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. | Instances set up for Workday.
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