Toolbar (Sheets)
Toolbars in sheets provide access to operations and customization options through the level 2 header. The level 2 header serves as a command center for managing sheet-related actions efficiently, offering operations such as saving and refreshing data, publishing, and accessing additional options.
Level 2 Header Operations
Save and Refresh - Save entered data to the sheet and refresh to update the displayed data with the most recent information. By clicking the refresh button, any changes made to the underlying data source or updates made by other users are reflected in the current view.
Publish Sheet - Publish the sheet to save configuration changes and make updates available to other users.
Toggle Grid View - Toggle between the traditional spreadsheet view and grid view. Grid view provides optimized layouts for data entry with improved data visualization capabilities. For more information, see Toggle Spreadsheet View to Grid View in Sheets.
Metrics List - Access the Metrics List to view, create, or manage metrics used in the sheet.
Snippets - The Snippets icon initiates snippet creation and management for the current sheet. Clicking this icon displays Public and Private snippet panes.
More Options Menu
The More (...) menu provides access to additional sheet operations:
Export/Import - Export sheet data for backup or analysis, or import data from external sources into the sheet.
Copy Scenario and Snapshot Data - Replicate data between versions (Copy Scenario) or capture point-in-time snapshots that cannot be changed or recalculated.
Copy Data - Replicate data from source to target selections within the sheet. The two selections must differ in at least one aspect, such as a field or a metric.
Additional Functions - Access other sheet management functions and configuration options as needed.
Use Cases
Data Entry and Review - Use Save and Refresh to quickly update and review data changes during budget input or forecast entry sessions.
View Mode Switching - Toggle to Grid View for reporting and analysis tasks, then return to spreadsheet view for data entry and editing.
Version Management - Use Copy Scenario to replicate budget data to forecast versions, then use Snapshot to capture approved versions that should not change.
Data Migration - Use Quick Export/Import to move data between environments or backup sheet data for archival purposes.