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Adaptive Planning
Steps: Build Modeled Sheets

Steps: Build Modeled Sheets

Modeled sheets hold records that drive data. In standard and cube sheets, you enter data into accounts per time period. In modeled sheets, you add rows that contain details. The details you select and enter in each column for the row drives calculations in the modeled accounts. In modeled sheets, the accounts calculate behind the scenes. The values generally don't display in the rows. Instead, you explore the details of the row to see the generated values.
You can make modeled sheets either level-assigned or user-assigned. When you build or manage modeled sheets, the
Sheet Summary
 provides links to the areas that you can change:
  • Modeled Accounts
    : Manage the accounts on the modeled sheet. Users only enter values for timespan accounts and initial balance accounts. We automatically create these accounts when you add them as columns. Otherwise, you can create calculated and assumption accounts. Assumption accounts don't display on the sheet. Calculated accounts only display when you add them as display columns.
  • Columns and Levels
    : Manage the columns visible on the sheet, levels assigned to the sheet, and the sheet properties. The columns provide the interface for users to add details to the row. The data then drives the values in the accounts.
  • Accessibility
     (user-assigned sheets only): Add or remove users who can view and edit the sheet.
  • Spread Lookups
    : Visible after you add spread lookups to columns. Spread lookups use expressions that you create to distribute a value from 1 account across the timespan of another account.
  • Value Lookups
    : Visible after you add value lookups to columns. Value lookups drive values that you define into the timespan of 1 account. The values that populate are based on options that the user selects from the column.
  • Assumptions
    : Visible after you create assumption accounts. You enter the values of the assumption accounts in a sheet that you can access from this link. Formulas of the calculated accounts refer to the assumption to generate accurate values.
To build modeled sheets, you can:
  • Use templates for personnel, capital, and sales.
  • Clone an existing modeled sheet.
  • Start with a blank sheet.
  • Upload an existing modeled sheet that you exported. See Upload Modeled Sheets.
Before you start building new modeled sheets, consider what you intend to achieve with the sheet. Modeled sheets are complex models of data that require a lot of planning.
  2. Click:
    选项 描述
    Start new sheet
    1. From the first prompt, select
      Modeled
      .
    2. From the second prompt, select a template or select
      Blank Modeled Sheet
      .
    Clone existing sheet
    Select an existing modeled sheet from the drop-down. Cloning copies columns, dimensions, lookups, sheet properties, and all the accounts, including names and codes. The full account codes of the new sheet include the new sheet code to prevent duplicates.
    Sheet code
    The code you enter becomes the prefix for any modeled account codes that you add to the sheet. You can use the code for access rules, which then includes all the modeled accounts in the rule.
  3. Click
    Columns and Levels
    .
  4. Click the gear icon to change the sheet properties.
    Tip: Change the sheet properties before adding columns. Certain column details, such as splits, aren't available based on the sheet properties.
    Sheet properties includes scope for calculations, splits, and more. See Set the Scope for Calculations in Cube and Modeled Sheets.
  5. To add columns into the center panel, expand the categories in the
    Elements
     tab and drag the elements to the center canvas.
    Tip: Add columns before you create accounts because your accounts will likely need to reference column codes. Columns are what you see on the sheet.
    After you add the element to the canvas, you can set the properties of the columns, including things like making the column required, enabling users to add splits, or enabling users to hide the column.
    The column types available are:
    选项 描述
    Levels
    We add levels to the sheet automatically and they're required. You can:
    Data Entry Columns
    Dimensions
    Expanding
    Dimensions
     displays a list of your custom dimensions. You can:
    Attributes
    Expanding
    Attributes
     displays a list of your attributes. See Add Attribute Columns to Modeled Sheets.
    Display Columns
    You can add:
    • Level Currency
       to display the currency for the level that users select.
    • Accounts to display the calculated account values. The accounts aren't available to add to the canvas until you create the accounts.
    To change the details of the columns, select the column from the center panel. The details display in the right panel.
    To rearrange the order of the columns, drag to a different location in the center panel. You can also use the arrows in the toolbar.
    To delete the column, select the column from the center panel and click the trash icon from the toolbar.
  8. Click
    Save
     to save any changes you made to the columns, the column details, or the sheet settings.
  9. From the breadcrumbs, click the sheet summary link.
  10. Click
    Modeled Accounts
    .
  11. Create accounts manually or through imports.
    After you add accounts, you might need to go back to
    Columns and Levels
     to add display columns for the accounts.
  12. Use the breadcrumbs to return to the sheet summary page.
  13. For user-assigned sheets only: Assign Users to Cube and Modeled Sheets.
    The users that you assign to the sheet have full access to all the data, accounts, levels, and dimensions that you add to the sheet. Access rules don't apply to user-assigned sheets.
  14. Validation rules set up requirements for your columns. Example: Prevent saving changes when cells in a column have symbols instead of numbers.
  15. Set up the default view of the sheet.
    The default view you save is what users see the first time they open the sheet. They can adjust their view to change their personal default. See Change Modeled Sheet View.
    Security:
    Access Sheets
     permission.
Users can now open the sheet from the:
  • Sheets
     menu when it's a level assigned sheet.
  • Assumptions
     menu when it's a user assigned sheet.
Users can add rows that drive data in the accounts. You can then report on those accounts in Reports, OfficeConnect, and Dashboards.
From the
Sheets
 menu, users can enter and change data in the sheet:
From Integration, users can import and load data into the sheet:
Regularly monitor the usage and performance of the sheet. See: