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Adaptive Planning
Use Multiple Sheets and Workbooks

Use Multiple Sheets and Workbooks

You can open several
Adaptive Planning
 sheets each in their own Excel sheet tab - letting you focus on specific areas of the plan. For example, if you are responsible for a specific department, you can work on plans for expenses, resources, and revenue for that department level only.
To create a multi-sheet workbook:
  1. Connect to
    Adaptive Planning
    .
  2. Open a modeled Resource sheet for what-if head-count planning. Select a version and level, such as Working Budget version and a Sales level.
  3. Rename the sheet locally in Excel. For example, rename from
    Sheet 1
     to
    1. Headcount.
  4. On a second Excel sheet, open a standard sheet (keeping the same version and level). For example, open an expense sheet and rename from
    Sheet 2
     to
    Expenses.
  5. On a third Excel sheet, open a cube sheet. Rename the sheet locally, from
    Sheet 3
     to
    3. Revenue.