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Adaptive Planning
Last Updated: 2023-06-23
Use Excel Charts

Use Excel Charts

When working with sheets in Excel, you can use Excel features, such as functions and charting tools outside the planning cell range to perform local reporting or analysis if required. This section provides two examples of using Excel with data: Excel charts and Excel formulas.

Create an Excel Chart with Data

You can insert a line chart that shows Net Income trends:
Example of an Excel Chart Referencing Data from Planning Sheet Range
  1. Select the data from a row from the sheet range. For example, select the Net Income row from the P&L sheet.
  2. Insert a line chart in an Excel range and format as desired using Excel Chart Tool options.
Note:
Switching levels or version can extend the range of the grid area and can override any local Excel analysis or reporting.

Create an Excel Calculation with Data

Perform a local calculation using Excel and data from the planning sheet. Insert any Excel function or formula outside the planning sheet and reference data or a combination of data and data entered with in the Excel range.
For example, calculate the delta net income between the Q1 and Q2:
Example of an Excel Formula Referencing Data from a Planning Cell Ranage
Insert an Excel function or formula in a cell within the Excel cell range and reference cell ranges in the calculation.