概念︰工作表類型
您可以根據工作表工具列、列和欄的內容來辨識工作表類型。
工作表類型共有 3 種，分別提供不同功能︰
- 標準
- 模型
- Cube
工作表可讓您檢視、輸入及更新資料，包括實際分類帳資料、預測和預算。
標準工作表
標準工作表 包含由科目和時段組成的簡單網格。
範例︰
- 資產負債表
- 現金流量表
- 費用工作表
- 損益表
- 營業收入工作表
Option | Description |
|---|---|
1 | Accounts or levels populate down the rows. |
2 | Levels or accounts exist in the drop-down menu. Swap the rows with the drop-down menu. |
3 | Time populates across the columns. Change the time periods with Display Options . |
4 | Dimensions exist as columns with cells that have drop-down values. Not all standard sheets have dimensions. In order to select dimension, add a split. |
Standard sheets also have the
Add Split
, Delete Split
, and Rename Split
buttons in the toolbar. 模型工作表
您可以使用模型工作表輸入以記錄為基礎的資料。這些工作表以自訂欄位名稱做為欄，並以記錄做為列。模型工作表包含用來為財務事件建模的基礎業務邏輯。 範例︰
- 購置資本的折舊
- 人員的月薪
- 透過銷售取得的營收入
Option | Description |
|---|---|
1 | Add Row and Delete Row buttons display in addition to, or instead of, the add, delete, rename splits buttons. |
2 | Labeled columns exist across the top and records list down the rows. The column types determine how you enter data. You can type in fields, or select from drop-downs. There are no row headers, only column headers. |
You can enter new information into existing rows or add new rows. Your admin can set a maximum number of rows a modeled sheet can display at once. If the sheet has a maximum, a message states how many rows of the total you can see. Use the filters to uncover different sets of data.
Cube 工作表
Cube 工作表允許將多維度資料輸入
涵蓋一組大型維度的幾個科目中。
Option | Description |
|---|---|
1 | More display options exist in the toolbar. You can pivot the sheet to view data in multiple ways. |
2 | No level drop-down list exists in the toolbar. Levels are a dimension to use as filters, columns, or rows. |
3 | Alternative dimensions enable you to filter data, drag and drop into the columns and rows, and nest up to 5 dimensions in the rows. |
Merged cube sheets are entirely read-only. These sheets combine the data presence of other sheets to display calculated data.
Although the use case for cube sheets is modeling complex, multidimensional sales forecasting, you can use them for planning almost any multidimensional model.