Sheets How-To Guide

Create Sheet

Standard Sheet

Navigate to the functional area and click the Plus icon beside it, or click on the functional area and move to the Catalog tab. Click on the Plus icon in the row containing the functional area and select Sheet.
In the Sheet Details pane, navigate to the Dimensions tab. Add any dimension from the same space by clicking Add Dimension. Check the box beside required dimensions in the popup, click Insert Items, and then click OKAY. The dimensions will appear in the Dimensions pane and in the filter layout of the sheet details.
Drag and drop dimensions to Rows/Columns and apply selection. By default, all dimensions added will be shown in Filters except Metrics (which is in Rows by default. The default selection for Rows/Columns will be Current Member and Leaf Member of FA Context (Functional Area Context). The selection for Filters will be the Current member of FA Context. Users can change to Fixed Selection or keep FA Context. Only FA Context will be shown under the selection bar. If the Dimension selection is changed to a fixed member, it will be removed from the selection bar. All context member selections will be Single select except Metrics. Users can select multiple metrics using checkboxes.
Publish Sheet by clicking Create Sheet.

Multi-section Sheet

In an existing sheet, go to the Dimensions section and check the Allow Multiple Sections checkbox. Following this, the dimensions will update to show Section 1 and an option to Add Section. The layout in sheet details will also change the Layout Type to Shared Row Axis.
Click Add Section in the dimensions section. In Section 2, dimensions the same as in Section 1 will be added by default. They can be removed, and new dimensions can also be added. Metrics in Section 2 onwards are not created by default and must be created.
After dimensions and metrics in the new section are set up, change the Layout Type as needed. Use Shared Row Axis if dimensions in rows are to be shared, or Shared Column Axis if dimensions in columns are to be shared.
Move dimensions in the layout as desired, with shared dimensions in the respective shared axis (i.e., in Rows if the layout type is Shared Row Axis and in Columns if the layout type is Shared Column Axis). The non-shared dimensions can be moved to either the filter or the non-shared axis. Note that metrics cannot be used in a shared axis.
Click Refresh.
To save any modifications to the sheet layout, click Publish.

Calculated members

In an existing sheet, go to the Layout section, click the f(x) icon beside Row or Column, depending on where the calculation is to be created.
In the Calculated Member details pane, click Add to add, then Expand Calculation 1.
Select the dimension from the dropdown, edit the Member ID if needed, and enter a description. Select the position of the calculation; for positions Before and After, a reference member should be selected.
Enter the formula in the cell and click Pick from cell. The selected cell formula will show in the Formula textbox. Click Refresh to view the result after the calculation logic is applied. Click Publish to save the calculation.

Consolidate Data in Sheet

Ensure you have the mandatory dimensions required for consolidation added to the sheet. Then, check the Consolidation Data in Sheet option from the Features section in the Dimensions pane of the sheet.
Under this option, check the boxes for the rules you want to include in the consolidation process.
To enable the rule, click Sheet Details on the L2 header. In the Sheet Details page, go to the Features tab. Select any of the listed rules and click on it. In the Feature Details that opens on the right, check Enable and Save. The toggle switch will indicate the rule is enabled.
To update and explore details of the rule, click the Expand icon. You can run the rule from this page using the Play option on the L2 header.
You can also run the rule by clicking the Play icon for the rule in the Features tab. Select the target Time and Version members and click Run.

Create Metrics

Input

In the sheet, navigate to the Dimensions pane and click the Plus icon on beside Metrics and select Add Metrics. Alternatively, in the Metric list page, on level 2 header, click the Plus icon, select Section, and click Add Metrics.
In the popup, enter the metric name and select the type from the dropdown. Multiple metrics can be created at a time. The metric name should be unique within the sheet and should start with a character. Click Okay. A dialog will display "Metric details have been successfully updated." The newly created metric(s) will appear in the Metric section in the Dimensions pane and the Metric List.
In the Metric List, click on the metric name; metric details will be displayed on the right side. Here, users can choose:
- Data Type: Can convert between permitted data types.
- Metric Type: Will be Input by default but can be changed.
- Summary Method: Can be selected from the dropdown.
- Validations: Can be selected from the dropdown.
Click Okay to save the changes.

List

In the sheet, navigate to the Dimensions pane and click the Plus icon on beside Metrics and select Add Metrics.

Alternatively, in the Metric list page, on level 2 header, click the Plus icon, select Section, and click Add Metrics.
In the popup, enter the metric name and select the type from the dropdown. Multiple metrics can be created at a time. The metric name should be unique within the sheet and should start with a character. Click Okay. A dialog will display "Metric details have been successfully updated." The newly created metric(s) will appear in the Metric section in the Dimensions pane and the Metric List.
In the Metric List, click on the metric name; metric details will be displayed on the right side. Here, users can choose:
- Data Type: Can convert between permitted data types.
- Metric Type: Will be Input by default but can be changed.
- Summary Method: Can be selected from the dropdown.
- Validations: Can be selected from the dropdown.
Click Okay to save the changes.

Data Status

Formula/Summary Metric

Steps to create a formula metric will remain the same as for an input metric, with the only change being the Metric Type set to Formula/Summary. The steps below will update the formula in the metric:

In the Metric List page, click the Expand icon beside the formula metric to navigate to the metric page. In the metric page, metric details will appear on the right. Click the Plus icon beside the Metrics section.
Select the metric(s) to be taken as input by clicking the checkbox beside them. Click Insert Items and Okay. The selected metrics will appear as new column(s) in the metric page and also under Metrics in the Dimensions pane.
Go to cell *2 where * is the column containing the formula metric, and enter your formula in the cell, ex =F2*G2
Click Refresh to view the formula result in all cells, and click Publish to apply formula result to sheet.
Move to the Sheet tab and click Refresh. The formula result will appear in the sheet.

Parent Metric

In the sheet, navigate to the Dimensions pane and click the Plus icon on beside Metrics and select Add Metrics.

Alternatively, in the Metric list page, on level 2 header, click the Plus icon, select Section, and click Add Metrics.
In the popup, enter metric name and select type from the drop down. The newly created metric(s) will appear in the Metric section in Dimensions pane and Metric list.
Go to the Metric List by clicking on the Ellipsis on the level 2 header. In the metric list, click the Expand icon beside the metric name; the metric page will open and metric details will be display on the right side. Here, select Metric type as Parent. The prompt will ask you to verify if you want to change the metric type; click Okay.
Select the metric(s) to be taken as input by clicking the checkbox beside them. Click Insert Items and Okay. The selected metrics will appear as new column(s) in the metric page. Only metrics from the same sheet can be added to a parent metric.
For each input metric, assign signage as either + or -.
Click Refresh to view the formula result in all cells, and click Publish to apply formula result to the sheet.

Linked Metric

In the Dimensions pane of the sheet, go to Metrics and click the Plus icon. Select Link Metrics.
From the popup, select the metric(s) to be taken as input by clicking the checkbox beside them. Click Insert Items and Okay.
The newly added metric will appear as SheetName.MetricName under metrics.

Operation on Metrics

Save Data to Sheet

To save data, the metric should be of input type. Navigate to the metric and enter data as you would in Excel, or paste values from a source.
Click Save to save the input. A dialog will display the number of records updated.

View and Order Metric List

This feature enables changing the sequence of appearance of metrics. Follow the steps below to reorder metrics:

Go to the metric page and drag metrics into the desired order.
On the level 2 header, click Save to save the sequence. This order will now reflect in the sheet.

Delete Metric

To delete a metric, go to the metric page and check the box to the left of the metric(s) to be deleted.
On the level 2 header, click the Bin icon.
In the popup, type in the name of the metric exactly as it is and click Okay. This will delete the metric.

Actions on Sheet

Export

In the desired sheet, on the level 2 header, click the Ellipsis and select Export.
From the Export Sheet popup, update the file name if required and select Save as type from the dropdown. Click Okay. The file will be exported.

Import

v25.11: You can upload and configure multiple files in a single import session, streamlining the process of bringing related datasets together. This eliminates the need to repeat configuration steps for each file, saving time and effort.

In the desired sheet, on the level 2 header, click the Ellipsis and select Import.
From the file selection popup, select the file to be uploaded and click Open.

The Import Details pane opens.
v25.11: The Add File option makes it easy to include additional files during the import process. Click Add File to select and add one more file. Repeat this step if you want to add more files.

Note: Structure validation is applied: if sheet structures are inconsistent, a warning message will appear. Ensure that all sheets share the same structure to enable a successful multi-sheet import.
To remove any of the added files as needed, select them in the Files box and then click the trash bin icon.
Select a sheet from the Preview Sheet drop-down list to preview it. The system will automatically detect the layout of the sheet. If incorrectly matched, update it by clicking and selecting the appropriate row/column. Select from the dropdown in the Options section to handle duplicate records.

Note: When multiple files are added, the Options section will display a single value: Retain Last Value, which cannot be modified.
Click Import Data to import v25.11: all the added files. The popup will show the upload summary. Go back to the sheet to view the uploaded data.

Copy Data

In the desired sheet, on the Level 2 header, click the Ellipsis and select Copy Data. The Copy Data pane will open.
Select the From and To members for the dimension and metrics to copy. Click Update List to add more dimensions from the sheet.
Click Run at the bottom of the pane. A dialog will confirm that the copy has been completed.

Move Data

In the desired sheet, on the Level 2 header, click the Ellipsis and select Move Data. The Move Data pane will open.
Select the From and To members for the dimension and metrics to move. Click Update List to add more dimensions from the sheet.
Click Run at the bottom of the pane. A dialog will confirm that the data has been moved.

Clear Data

In the desired sheet, on the Level 2 header, click the Ellipsis and select Copy Data. The Clear Data pane will open.
All dimensions in the sheet will appear here. Select the members for the dimension and metrics to clear.
Click Run at the bottom of the pane. A dialog will confirm that the data has been cleared.

Copy Scenario

In the desired sheet, on the level 2 header, click the Ellipsis icon and select Copy Scenario. The Copy Scenario pane will open.
In the Copy Scenario pane, click Add Sheet to add the sheet to copy from, i.e., the target sheet.
Make selections for the From and To scenarios to make the copy.
Click Copy at the bottom of the pane to copy. A dialog will indicate the copy has been made.

Snapshot

In the desired sheet, on the level 2 header, click the Ellipsis icon and select Snapshot. The Snapshot Details pane will open.
In the Snapshot Details, enter the Snapshot ID and Description. Click Add Sheet to add the sheet to copy from.
Make selections for Version and Time in the From section to create a data snapshot.
Click Save at the bottom of the pane to copy. A dialog will indicate the snapshot has been made.

Operations on Sheet

Copy Sheet

To copy a sheet, from the Explore pane, go to the desired sheet.
Click the Ellipsis icon beside the sheet and select Copy.

Delete Sheet

To delete a sheet, from the Explore pane, go to the desired sheet.
Click the Ellipsis icon beside the sheet and select Delete.

v25.10: Intelligent Forecasting in Sheets

The Intelligent Forecasting feature provides predictive analytics capabilities within JustPerform sheets. This feature offers improved algorithm selection and configuration options.

The users can leverage historical trend data from your sheets to predict future values for metrics across different versions and time periods.

For example: If you have one year of actual data for 2024, you can use this to predict values for 2025 or for different versions like forecast. It provides clear guidance on optimal data requirements: ideally, you need at least five years of historical data to predict one year ahead, while one year of data can reliably forecast up to three months. Understanding these ratios helps set realistic expectations for prediction accuracy.

The enhanced interface streamlines the forecasting workflow while providing comprehensive configuration options. Users specify the source version containing historical data (such as "Actual"), select the metric to analyze (such as "Amount"), define the historical time period (like January 2024 to December 2024), choose the target version for predictions (such as "Forecast"), and specify the forecast horizon in months. The system then processes this configuration using the selected algorithm and generates predictions that integrate seamlessly with your planning workflows.

Using Intelligent Forecasting

To access and configure intelligent forecasting

Navigate to the desired sheet containing your historical data.
Select Sheet Actions from the top right menu.
Choose Intelligent Forecasting under actions.
The Intelligent Forecasting tab is displayed as shown below:
Configure the following in the Intelligent Forecasting tab:
- Configure the algorithm selection.
  1. Select Automatic to let the system choose the optimal algorithm.
- Or select a specific AutoML algorithm -AutoArima, AutoTheta or AutoETS depending on how your data is defined.Define the Version, and Metric values containing historical data in the Input Data parameters:
- Define the Time From and Time To values containing historical data in the Input Time parameters:
- Define the Version, and Metric values containing historical data in the Post To parameters:
- Select the Enable forecasting bounds checkbox.
- Enter the Forecast Horizon details.
Click Run to execute the forecasting process.

The forecast analyses the data and predicts the result.
Review the generated predictions:
- Verify the forecast values appear in the specified version.
- Check that the time periods align with your forecast horizon.