Reference: Sheet Toolbar
The toolbar on sheets changes based on the sheet type.
Icon | Description | Sheet Type |
|---|---|---|
Hide Formula Bar
Show Formula Bar | Expand or collapse the formula bar. | All sheets |
Formula Assistant | Provide correct formula syntax. | All sheets |
Save | Submit your changes to the database. Once you save a sheet, other users can see your changes when they open this sheet. Other sheets that use the data also update. | All sheets |
Download | Download data to a spreadsheet inMicrosoft Excel (*xls).
For modeled sheets, when you select:
Security: Download to Excel permission. | All sheets |
Publish | Publish a workforce action plan to Workday HCM.
Displays when you complete user synchronization from Workday and enable publishing workforce action plans into Workday. | Modeled sheets enabled for publishing workforce action plans |
Recalculate Formulas | Recalculates formulas and populates links on all rows and syncs sheets that have the Recalculate on Demand setting with the rest of the model.
| Modeled and cube sheets |
Add Split
Delete Split Rename Split | Split, delete, or rename the split in a row.
| Modeled and cube sheets |
Add Row | Add a new record to a modeled sheet. Reveals a suppressed row or finds a revealed row in a cube sheet. See:
| Modeled and cube sheets |
Delete Row | Delete selected rows. | Modeled sheets |
Copy Formulas Mode
Copy Values Mode | Change the copy mode from Copy Formulas Mode to Copy Values Mode . Click to toggle between the modes.
| All sheets |
Reset to Default View | Restore the sheet to the initial view defined by your administrator. | All sheets |
Display Options |
| Conditionally all sheets |
Change Dimensions | Select the dimensions and attributes to display in the rows and columns.
| Cube sheets |
Swap Columns and Rows | Swap the row headers with the column headers.
| Cube sheets |
Refresh Sheet | Update the sheet with any new changes that other users made to the data. Discard any changes that you made before saving.
We recommend that you use this button to erase your unsaved work. To see updates made by others, always save your work first. | All sheets |
Chart Selected Cells | Display a graphical version of the selected cells. Only available to users with dashboard permissions. | Standard sheets |
Predictive Metrics
Show Predictive Metrics | Display or hide the forecast range and accuracy percentage of the data generated into the sheet cells.
When you don't enable accuracy metrics on the predictive forecaster or no metrics exist, we disable the toolbar icon. | Cube and standard sheets for versions with data generated by a predictive forecaster |
Show Anomalies | Display or hide the purple borders that indicate detected anomalies.
Displays after you generate a prediction. | Standard sheets |
Find | Search on numbers or words to find matches. Select the up and down arrows to find the next match. | All sheets |
Filter | Open a keyword field so you can enter numbers or words to display records that match within existing filters. | Modeled sheets |
Refresh From Another Sheet | Pull data from a linked modeled sheet. | Modeled sheets that are linked to other modeled sheets |
Levels | Select the level data to display on the sheet. We only display levels that you have access to. On standard sheets, the prompt displays a list of accounts if the rows are levels. | Standard and modeled sheets |
Add Sheet Notes
Edit Sheet Notes | View or add notes to the sheet. Sheet notes are version- and level-specific. You can only add notes to a level without sublevels. If you select a level, you can only see its notes and the notes of its sub-levels. Once text exists in the note, you must manually clear the text box to remove the note.
To view all notes for the sheet across all levels, select a level with sublevels and select . | All sheets |