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Adaptive Planning
Add Check Box Columns to Modeled Sheets

Add Check Box Columns to Modeled Sheets

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.
  1. From the
    Sheet Summary
    , click
    Columns and Levels
    .
  2. From the
    Elements
     tab, expand the
    Data Entry Columns
    .
  3. Drag the
    Checkbox
     into the canvas.
  4. Select the
    Checkbox
     column.
  5. As you complete the
    General Properties
    , consider:
    Optie Omschrijving
    Name
    Enter a name for the check box column. The name displays as the column header. See .
    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.