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Adaptive Planning
Last Updated: 2023-06-23
Create Lookup Tables

Create Lookup Tables

Question

How do I create a lookup table?

Answer

Lookup tables can be created for Text Selector Columns and Custom Dimension Columns.
The steps to create a lookup table are listed below:
  1. Go to
    Modeling > Level Assigned Sheets > Select a Modeled Sheet
     to open the modeled sheet builder for that sheet.
  2. If you have an existing text selector column or custom dimension column, click "New monthly lookup table or new spread lookup table". If you do not have one of these columns, you can add one by dragging and dropping a text selector or custom dimension element from the far left into the column area.
  3. Once you have done this, you can create the desired lookup table.
  4. The lookup table can be referenced in the calculated account formulas as
    Row.Associatedlookuptablecode
    . For example, if the associated lookup table had the code function1, the syntax in the formula would be
    Row.Function1
    .