Change Sheet View

Swap Axes in Standard Sheets

Change and Filter Time Spans in All Sheets

Verify that you are connected to
Adaptive Planning
.
From the Planning
tab ribbon, click
Display Options
.
Click the
Time
tab.
Select the start and end of the time range you want to view on the sheet.
Select the columns to display for each year listed (which is based on the options selected for Start and End). You can make different selections for each year listed.

Examples of Time Span Displays

Assume it's May of 2017:

Field	Current Year Start, Current Quarter End, Display Months	Current Year Offset Start, Current Quarter End, Display Months	Month Start, Current Month End, Display Months	Month Start, Current Month End, Display Combination
Start Selection:	Current Year Offset: 0	Current Year Offset: -1	Month and select April 2016	Month and select April 2016
End Selection:	Current Quarter Offset: 0	Current Quarter Offset: 2	Current Month	Current Month
Column Displays:	Months for all years	Months for all years	Months for all years	For 2016, select quarter For 2017, select month
Result:	Start: January 2017 End: June 2017	Start: January 2016 End: December 2017	Start: April 2016 End: May 2017	Q2, Q3, and Q4 for 2016, followed by January, February, March, April and May of 2017

Filter by Content in Modeled Sheets

Find relevant data
Reduce the size of your sheet
Eliminate scrolling
See different sets of data if your admin has limited the amount of rows a modeled sheet can display (you see an information note at the bottom if this is true)

Verify that you are connected to
Adaptive Planning
.
From the Planning ribbon, click
Sheet Filters
.
Select a column to filter. For example, if your sheet lists employees, you can select Name to filter by name.
Select the operator for the filter rules: begins with, ends with, contains, does not contain, and so on.
Enter the letters, words, or numbers in the empty field. For example, you can choose
Name
and
begins with,
and enter T. When you click
OK
, the sheet shows only employees with names that begin with T.
Click the plus icon to add more rules to the filter. You can select a different column or the same column and a different operator to further filter the sheet. For example, you can select
Name
,
ends with
and enter E. Now when you click
OK
, the sheet shows only employees with names that begin with T
and
end with E.
Click
Add Group
to add OR rules to your criteria. For example, you can select
Name
and
begins with
again. Then, enter R. Now when you click
OK
, the sheet shows employees whose names begin with T and end with E
as well as
employees whose name begins with R.
Click
OK
.

Suppress Zeros and Blanks in Standard and Cube Sheets

Verify that you are connected to
Adaptive Planning
.
From the Planning
tab ribbon, click
Display Options
.
Click the
Time
tab.
At the bottom of the window, select or clear
Suppress rows if all zeros or blanks
. If zeros and blanks are suppressed, you won't see rows that have blank cells or cells that equal zero and you won't be able to enter new data in them.

Change Dimensions, Axes and Coordinates

Revert to the original display and undo all any display changes you have made.
Swap rows and columns. For example, if you have time displayed across the columns and accounts displayed down the rows, click this button to display accounts across the columns and time down the rows.
Filter the data by dimensions
: select various dimension values from the dropdown menus in the Planning
pane. The data changes to reflect only the information related to that dimension.
Add dimensions to the grid. Drag and drop any dimension listed in the Dimensions
box to either the Columns
or Rows
box to display the values of data for those dimensions.