Working With Sheets

Sheet Operations in Explorer

By clicking the ellipsis icon beside an existing sheet name in the Explorer, you will find options to perform various operations on the sheet:

• New Tab: This option allows you to view the content of the sheet in a separate browser tab.
• Copy: This action duplicates the sheet, creating an identical copy that can be modified or used independently from the original.
• Edit: This option takes you to the Sheet Details pane, allowing you to modify the sheet details.
• Delete: This operation permanently deletes the sheet.

Export Sheet

1. In the desired sheet, on the level 2 header, click the ellipsis icon and select Export.

2. 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.

v26.04:  Sheet and Snippet Export: Raw Format Option for Large Datasets

The sheet and snippet export functionality can handle large datasets with more than 100,000 cells to prevent memory crashes during formatted exports.

To export data in raw format:

1. Select Export or Save As on a sheet or snippet.

2. The system calculates the total number of cells (rows × columns) in the dataset.

3. If the count exceeds 100,000 cells, the system displays the following confirmation dialog:

   

4. Select OKAY to export the data in raw format, or select CANCEL to return to the sheet or snippet.

This validation applies to all export entry points: Export on the sheet or snippet, Export from the board, and Save As via the right-click context menu. When the cell count is at or below 100,000, existing formatted export behavior continues unchanged.

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.

1. In the desired sheet, on the level 2 header, click the ellipsis and select Import.

2. From the file selection popup, select the file to be uploaded and click Open.

   The Import Details pane opens.

   

3. 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.

4. To remove any of the added files as needed, select them in the Files box and then click the trash bin icon.

5. 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.

6. 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

1. In the desired sheet, on the level 2 header, click the ellipsis and select Copy Data. The Copy Data pane will open.

2. Select the From and To members for the dimension and metrics to copy. Click Update List to add more dimensions from the sheet.

3. Click RUN at the bottom of the pane. A dialog will confirm that the copy has been completed.

Move Data

1. In the desired sheet, on the level 2 header, click the ellipsis and select Move Data. The Move Data pane will open.

2. Select the From and To members for the dimension and metrics to move. Click Update List to add more dimensions from the sheet.

3. Click RUN at the bottom of the pane. A dialog will confirm that the data has been moved.

Clear Data

1. In the desired sheet, on the level 2 header, click the ellipsis and select Clear Data. The Clear Data pane will open.

2. All dimensions in the sheet will appear here. Select the members for the dimension and metrics to clear.

3. Click Run at the bottom of the pane. A dialog will confirm that the data has been cleared.

Copy Scenario

1. In the desired sheet, on the level 2 header, click the ellipsis icon and select Copy Scenario. The Copy Scenario pane will open.

2. Click Add Sheet to add the sheet to copy from, i.e., the target sheet.

3. Make selections for the From and To scenarios to make the copy.

4. Click Copy at the bottom of the pane to copy. A dialog will indicate the copy has been made.

Snapshot

1. In the desired sheet, on the level 2 header, click the ellipsis icon and select Snapshot. The Snapshot Details pane opens.

2. Enter the Snapshot ID and Description. Click Add Sheet to add the sheet to copy from.

3. Make selections for Version and Time in the From section to create a data snapshot.

4. Click Save at the bottom of the pane to copy. A dialog will indicate the snapshot has been made.

v25.10:  Intelligent Forecasting in Sheets

The Intelligent Forecasting feature provides predictive analytics capabilities within product name and version here sheets. It offers improved algorithm selection and configuration options.

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 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

1. Navigate to the desired sheet containing your historical data.

2. Select the ellipsis icon from the level 2 header.

3. Choose Intelligent Forecasting under actions.

   

4. The Intelligent Forecasting tab is displayed as shown below:

   

5. 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.

6. Click RUN to execute the forecasting process.

   The forecast analyzes the data and predicts the result.

   

7. Review the generated predictions:

   • Verify the forecast values appear in the specified version.

   • Check that the time periods align with your forecast horizon.