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Adaptive Planning
Last Updated: 2023-06-23
Concept: Sheet Types

Concept: Sheet Types

You can identify the sheet type by the content of the sheet toolbar, rows, and columns. There are 3 sheet types, each with different capabilities:
  • Standard
  • Modeled
  • Cube
Sheets enable you to view, enter, and update data including actuals ledger data, forecasts, and budgets.

Standard Sheets

Standard sheets contain a simple grid of accounts and time periods.
Examples:
  • Balance sheets.
  • Cash flow sheets.
  • Expense sheets.
  • Profit-and-loss sheets.
  • Revenue sheets.

Modeled Sheets

You can use modeled sheets for entering record-based data. These sheets have customized field names across the columns and records as rows. Modeled sheets contain the underlying business logic for modeling financial events. Examples:
  • Depreciation of capital purchases.
  • Monthly salaries for personnel.
  • Revenues generated from sales.

Cube Sheets

Cube sheets allow for multi-dimensional data input in a few accounts across a potentially large set of dimensions.