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Adaptive Planning
Última atualização: 2025-07-25
Change Sheet Properties of Modeled Sheets

Change Sheet Properties of Modeled Sheets

  • Start a modeled sheet. See Steps: Build Modeled Sheets.
  • Security:
    Model includes: sheets, accounts, dimensions, and formulas
     permission.
You can set the sheet properties for modeled sheets to control things like:
  • Enabling splits for columns.
  • Freezing columns.
  • Time strata.
  • Scope for calculations to improve the sheet performance.
  1. Select
    Modeling
    Model Management
     from the main menu.
  2. To access the sheet builder for your modeled sheet, select either:
    • Level Assigned Sheets
    • User Assigned Sheets
  3. Select
    Edit
     next to your modeled sheet.
  4. Select
    Columns and Levels
    .
  5. From the toolbar, click the gear icon.
  6. In the
    Details
     tab, you can change the
    Name
    ,
    Sheet Code
    , and
    Description
     of the sheet.
    The
    Sheet Code
     is the account prefix of all the modeled accounts you add to the sheet.
  7. In the
    Security
     tab, select the check box when you want to protect private information in the sheet. Only users with the
    Access Salary Detail
     permission can view the sheet.
  8. Complete the
    Settings
     tab:
    Opção Descrição
    Set Number of Columns to Freeze
    Specify the number of columns from the left that stay fixed on the page when the user scrolls to the right.
    Select Column to Set as Row Key (advanced)
    Select the text columns to display as the record for each row. You can select more than 1 column. On a personnel sheet, use this option to prevent access to row-level salary details in formulas.
    Allow splits
    Select when you want to make the
    Split
     option available for columns on the sheet. To enable the split, go to the column properties.
    Allow editing while viewing rollup levels
    Select when you want users to be able to add rows for rollup levels.
    Available in actuals version
    Select when you want the modeled sheet available in the actuals version.
    Recalculate on demand
    Available with the Manual Recalculation capability. Holds all calculations until requested. This setting is useful for large modeled sheets that take time to calculate. See Manual Recalculation.
    Select the time stratum associated with this modeled sheet
    Select the time periods that the timespan displays. Typical options include, month, quarter, and year, depending on your calendar setup.
    Available when the sheet has a timespan column. See Add Timespan and Initial Balance Columns to Modeled Sheets.
    To change the time strata of sheets, you must delete the existing the data. See Erase All Data in Sheets.
  9. (Optional) To limit the scope of calculations in the sheet, click
    Scope
    .