Concept: Cell Notes
Cell notes enable you to review and add notes to any cell within a sheet. Cell notes stick to the
intersection of accounts, time, levels, and versions.
Example: You add a note to the cell for:
- The 6100 Product Revenue account row.
- In the Jan 2023 timespan column.
- For the North - Sales level.
- In the Working Budget version.
How Cell Notes Work
Cells with notes have
red triangles in the corner. You can hover over the triangle to view the notes.You can add
cell notes to almost any cell.
You can't add cell notes when:
- The version or level is locked.
- The cell isn't a standard data cell. Example: The header cell of a column.
Cell notes are part of specific versions. You can only see cell notes and search
cell notes in the version that you selected. Notes in sub-versions don't roll up to the
parent version. Example: Add a cell note to a sub-version. You don't see the note if you're
in the parent version.
Notes in levels don't roll up to parent levels.
Example:
Your level structure includes this level hierarchy:
- Canada
- Sales
- Service
Cell notes in a linked account don't save in the source
account.
Cell notes are separate from sheet notes, report notes, and workflow level
notes.
Add, Edit, or Delete Cell Notes
You can
right-click on a cell in an open sheet and select:- Add Note
- Edit Note
- Remove Note
Search for Cell Notes
You can search cell
notes across level-assigned sheets and assumptions when you have the System Audit
Access
permission.You can search cell notes from the
More
menu
in the Sheets Overview
page. When results display, you can click the
magnifying glass to explore the cell and view the note.