Sheets

Sheets are JustPerform's adaptation of Excel sheets, accessible through the JustPerform web platform. They provide a tabular format for capturing, displaying, and manipulating data using rows and columns, creating an environment familiar to Excel users. Users can input and update data just as they would in Excel, arranging information in a tabular format with rows and columns representing different dimensions. Within a sheet, sections can be created to enter and present data at different levels. This dynamic nature of JustPerform sheets overcomes many limitations of Excel.

Sheets use metrics as the point of data collection and storage. Metrics in JustPerform sheets refer to sets of data with similar attributes, such as dimensions. A sheet can contain one or more metrics. Metrics can be of different types based on their purpose, including Input, Formula, Parent, Summary, and Linked. Each of these metric types can have different data types (text, number, percentage, currency, dimension, etc.) based on requirements. Metrics from different sheets can be combined and manipulated, allowing users to create new metrics as outcomes of computations and alterations on existing ones. Metrics serve as key dimensions that enable JustPerform to capture the calculation logic for a dataset. This information helps users understand, organize, and analyze their data effectively within the JustPerform platform.

For instance, consider Gross Sales Price as a metric with a numerical value, capturing data regarding sales across various departments. Discount is a percentage metric. By utilizing these two metrics, a third metric, Net Sales, a formula metric, can be derived. Net Sales would represent the discounted amount and can be calculated as the product of Gross Sales Price and Discount. This flexibility of JustPerform sheets allows the creation of new metrics through computations on existing ones, providing an easy, comprehensive, and customized approach to analyzing and understanding data within the platform.

We have introduced a new option in the sheet that allows you to run consolidation directly from the sheet. The option, Consolidate Data in Sheet, provides a simple way to set up and run data consolidation rules for sheet data. As of now, the Carry Forward rule is available, enabling you to automatically transfer closing balances from the previous year to the opening balances of the new year. In future updates, we will be adding more consolidation rules to further enhance the functionality of this option, making it easier to manage complex business scenarios directly within your sheet.