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Adaptive Planning
Reference: Excel and Adaptive Planning Functions in Excel Interface for Planning

Reference: Excel and Adaptive Planning Functions in Excel Interface for Planning

Excel Functions in the
Excel Interface for Planning
 Grid

This table describes how some of common Excel functions work within the
Excel Interface for Planning
 grid and provides ways to work around these. Before reading, get a good understanding of the grids and sheet types.
If you are working within the Excel grid, all Excel functions work as expected, but updates there will not upload to
Adaptive Planning
.
Excel Function
Works as Expected
Submits to
Adaptive Planning
What Happens
Try This
Any content added or modified on the Excel grid (not the
Adaptive Planning
 grid)
conditional
no
The Excel grid of the sheet behaves exactly like Excel.
The Submit button will be deactivated unless you have made acceptable updates to the
Adaptive Planning
 grid as well.
When you submit acceptable updates, the Excel grid will remain on your Excel sheet.
Save the Excel file to keep reference your data in the future.
Delete or cut rows and columns
conditional
no
The rows and columns may be removed or you may get an error message.
The Submit button will be deactivated unless you have made acceptable updates to the
Adaptive Planning
 grid as well.
Acceptable updates will upload, but the deleted rows and columns will reappear on your Excel file.
If you pasted cut rows and columns into the Excel grid, they will remain there after you have submitted updates.
Use the Delete Row button from the Planning tab ribbon or the right-click Planning menu.
Insert row
no
N/A
The action is grayed out.
Use the Add Row button from the Planning tab ribbon or the right-click Planning menu.
Formulas
yes
conditional
The calculation will work as expected.
When you submit the update, the value will upload as an entered value, not a calculation.
Insert a comment in the cell to explain how you calculated the value.
Insert column
no
no
You'll get an error message if you insert a column within the
Adaptive Planning
 grid.
If you add a column outside the grid, the Submit button will be deactivated unless you have made acceptable updates to the
Adaptive Planning
 grid as well.
The new column will not be uploaded to
Adaptive Planning
 but it will remain on your Excel file.
Save the Excel file to your computer for your reference.
Filter and sort
no
N/A
The action is grayed out.
Use the Display Options from the Planning tab ribbon.
Undo and redo
no
N/A
The actions are grayed out.
To undo changes you have made, click Refresh and select Overwrite my changes.
Format
yes
no
Formatting updates appear as expected.
The Submit button will be deactivated unless you made acceptable updates to the
Adaptive Planning
 grid as well.
When you submit updates to
Adaptive Planning
, the formatting will not be uploaded and it will also disappear from your file.
Save your Excel file before submitting the changes to keep as your reference.
Find
yes
N/A
N/A
N/A
Find and Replace
yes
sometimes
If the data is a level, account name, fixed dimension or attribute (indicated by the dropdown arrows when you hover over the cell), you'll receive an error message after Excel has replaced the content and the content will revert to the original.
Replacements made to cells that do not have dropdown values may present an error message. Click OK and you can keep your changes and submit them.
For values in data-entry cells, you can find and replace with the expected results and then submit your changes to
Adaptive Planning
.
Change dropdown values, by selecting from the available options.
Conditional Format
no
N/A
The action is grayed out.
N/A
Charts
yes
no
The Submit button will be deactivated unless you have made acceptable updates to the
Adaptive Planning
 grid as well.
When you submit acceptable updates, the Excel charts will remain on your Excel sheet.
Build charts and save to your computer.
Freeze Panes
yes
no
N/A
N/A
Insert Comments
yes
yes
N/A
N/A
Merge cells
yes
no
Not recommended.
The merge appears as expected, or you may receive a consistent error message.
The Submit button will be deactivated unless you made acceptable updates to the
Adaptive Planning
 grid as well.
When you submit updates to
Adaptive Planning
, the merged cells will not be uploaded and they will revert to their original appearance on your Excel file.
Save your excel file before you submit your updates.
Edit the name of a split
no
yes
If you click in the cell and edit the split name, it will revert back to the original name as soon as you click out.
Right-click anywhere on the row. Click Planning >
Rename Split
.

Adaptive Planning
 Functions on the
Excel Interface for Planning
 Grid

This list describes how some common
Adaptive Planning
 functions work within the
Excel Interface for Planning
 grid.
Adaptive Planning
 Function
Works as Expected
Unexpected Results
Work-Around
Copy Forward values
no
The action is not available from the right-click menu.
Highlight the cell with the new data and use the copy function (right click, from the toolbar ribbon or ctrl+c ). Highlight the cell or cells and use the paste function (right-click menu, toolbar ribbon or ctrl+v).
Break back values
no
The action is not available from the right-click menu.
Use Excel formulas to calculate and insert a comment to note how you calculated the data. The value will be submitted to
Adaptive Planning
, but the calculations will not.
Formula Assistant
no
The action is not available
You can't use
Adaptive Planning
 formulas. Use Excel formulas or enter the data.
See cell formulas
sometimes
For all sheets, values that are based on calculations will be italicized. In most sheets, you can see the formula from the Planning pane's Information tab.
In model sheets, or lists sheets, the cell formula will be blank although the value is italicized as expected.
Connect to
Adaptive Planning
, right-click the italicized value, and select
Planning > Explore cell
. You can see the formula in the pop-up window.