Reference: Planning Tab Buttons in the Excel Ribbon

Log in to connect to

Adaptive Planning

: access your sheets, refresh the data displayed in Excel and update the server with modifications you've made in Excel. Log out to work offline. You modifications are not saved to the server until you log in again and submit.

Click to pull in any new data that has been entered by other users since you were last connected. If there are conflicts between the new data and your data, you'll be asked to resolve it.

Click to save your work to the online sheets.

Click to refresh the Planning pane with the most current sheets, levels, and assumptions.

Add and delete rows in certain sheets.

Add splits to create subcategories for selected rows. The value rolls up to the original row, which will no longer be editable for you.

Delete and rename splits you've created.

Browse and use keywords to find and select dimensions for a cell.

Filter data displayed on the Grid or compare up to 3 versions on the same Grid (for example, last year's actuals, last year's budget and today's working budget).

For modeled sheets only. Filter columns by content, using operators such as begins with, ends with, and so on.

Preserve local formatting to save formatting changes you've made to the sheet online when you click Submit.
Group accounts so you can expand and collapse the rows according to your company's organization outline within
Adaptive Planning
.
Show (or hide ) the Planning pane to view more of the Grid.

Online Help
: link to contextual help articles, like this one.
About
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