Concept: Building Sheets

When you manage sheets, you design the sheet and assign it to users or levels. Level-assigned sheets are assigned to a level. Anyone who owns the level or its child levels can open the sheet. User-assigned sheets are assigned to users. These users can access all levels that are on the sheet.

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.

Sheet List

When you select User Assigned Sheets
or Level Assigned Sheets
, you view a list of all the sheets in your model. From here you can:

Reorder the sheet list: Use the up/down arrows to change the position of the sheet in the list.

Edit, delete, or rename the sheets.

Create new sheets.

Level-Assigned versus User-Assigned Sheets

Build user-assigned sheets when you want to isolate access to particular users, with no regard to level ownership. A common use case are sheets that include company-wide assumptions or sheets IT individuals use for planning for the whole company.

Build level sheets when you want access to the sheet to be controlled by level ownership.

Users find both user- and level-assigned sheets from

Assumptions

Sheets

in the nav menu. They can use the left panel to toggle between the two. See Concept: Sheets Quick Tour.

Access to sheets works differently if your instances uses access rules. See Reference: Access Rules and Your Model.

Sheet Types

There are four types of sheets:

Standard sheets: Use when you want a basic input sheet based on account and level with time across the columns. Your team can add splits to rows and if you add custom dimensions to the sheet, they can tag splits with the dimensions. See Build Standard Sheets.

Modeled sheets: Use when you want your team to enter lists of details that drive calculations in other accounts. See Concept: Modeled Sheet Building.

Cube sheets: Use when you want your team to be able to pivot the sheet through multiple dimensions. See Concept: Cube Sheet Building.

Merged cube sheets: Use when you want to run calculations from the data gathered in multiple sheets with multiple dimensions. See Steps: Build Cube and Merged Cube Sheets.

See Identify Sheet Types to understand how each sheet looks after its built.