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Adaptive Planning
Add Number Columns to Modeled Sheets

Add Number Columns to Modeled Sheets

Number
 columns enable users to enter data into cells of modeled sheets. Unlike
Text
 columns where users can enter number or words,
Number
 columns limit users to entering numerical data.
  1. From the
    Sheet Summery
    , click
    Columns and Levels
    .
  2. From the
    Elements
     tab, expand
    Data Entry Columns
    .
  3. Drag
    Number
     into the center panel.
  4. Select the
    Number
     panel.
  5. As you complete the
    General Properties
    , consider:
    Opção Descrição
    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.
    Read only
    Select to prevent users from making changes to the cells in the column (except by import).
    Show total at bottom
    Select to add a read-only row visible to sheet users. This row sums the data in the column.
    When both parent and child row splits are visible on the sheet, we only total the parent rows.
    Split
    Only displays when you have enabled splits in the
    Sheet Properties
    . See Change Sheet Properties of Modeled Sheets.
    Enables users to split the rows and enter different values for the columns.
    Use caution when you enable splits for columns in sheets that already have data. You might remove the existing data for the rows that have been split by other columns.
    Allow users to hide columns in Display Options
    Submit a customer case to enable this option.
    • Select to enable users to hide the column from their view.
    • Clear to prevent sheet users from hiding the columns.
  6. As you complete the
    Number Properties
     section, consider:
    Opção Descrição
    Display As
    Select:
    • Currency
      : Converts to the currency of the level. Select when your model converts currencies at different levels. Otherwise, the rollups of the account display the total of the first child account instead of the total of all child accounts.
    • Number
      : Displays a numerical value.
    • Percent
      : Displays a percent.
    Decimal Places
    Indicate the number of decimal places for the numerical data. Select:
    • Any number 0-9 from the prompt.
    • Currency's precision
       to follow the setting for the currency.
The column displays on the modeled sheet. Users can enter numbers only in the cells.