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Sheets (Data Blocks)

Sheets in JustPerform are web-based adaptations of Excel sheets, designed for capturing, displaying, and manipulating data in a familiar tabular format. They allow users to input, update, and organize data using rows and columns, while overcoming Excel’s limitations through dynamic features like multi-section layouts, consolidation options, and advanced styling. Sheets serve as the foundation for planning, reporting, and analysis within JustPerform.

Multi-Dimensional Data Storage

Sheets store data in a multi-dimensional structure using metrics and dimensions. Metrics represent data points (e.g., Gross Sales, Discount), while dimensions define the context (e.g., Time, Version, Account). This structure enables flexible data modeling, allowing users to:

  • Arrange dimensions across rows, columns, and filters.

  • Create multiple sections with shared or independent axes.

  • Perform calculations and aggregations across dimensions for comprehensive analysis.

Sheet Types (Input, Calculation, Reporting)

Sheets can be categorized based on their purpose:

  • Input Sheets: Used for entering and updating raw data manually or via imports.

  • Calculation Sheets: Contain formula metrics and computed values derived from input data (e.g., Net Sales = Gross Sales × Discount).

  • Reporting Sheets: Designed for presenting data in a structured, visually appealing format, often leveraging grid view for analysis and comparison.

Dimension Assignment to Sheets

Dimensions provide the structural context for sheet data. Users can:

  • Assign dimensions to Rows, Columns, or Filters.

  • Enable Shared Row Axis or Shared Column Axis for multi-section sheets.

  • Apply preferences to control property display and order.

  • Filter dimension members for selective reporting or input.

This flexibility ensures that sheets reflect organizational hierarchies and reporting requirements accurately.

Data Intersection Concept

Data in sheets exists at the intersection of dimensions and metrics. Each cell represents a unique combination of dimension members (e.g., Time = January, Version = Actual, Account = Revenue) and a metric (e.g., Amount). This intersection concept enables:

  • Granular data entry and retrieval.

  • Precise calculations across multiple dimensions.

  • Seamless integration of planning, consolidation, and reporting workflows.

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