Sheet Details: Level 2 Header

This article describes the buttons and options on the level 2 header of the sheet interface.

Refresh: This option allows users to update the displayed data, selection, and layout with the most recent information. By clicking the Refresh button, any changes made to the underlying data source or updates made by other users will be reflected in the current view, ensuring that the data is up to date. The time after the refresh is displayed beside it.

Save Data: This option will save the entered data to the system. A popup dialog will display the number of records updated upon saving.

Snippets: Enables access to existing snippets and allows the creation of new snippets.

Insights: Add insight.

Publish: Allows users to publish the sheet. Publish implies saving the created snippet to the Public/Private tab, while Publish As implies renaming it.

Sheet Details: Opens the Metrics and the Actions tabs.

View / Edit: View lets users view data as a report based on the sheet. Edit opens the Sheet Layout to modify sheet details.

More: This section enables additional options on the sheet. They include:

• Export: Users can export sheet data as an Excel workbook or PDF.
• Import: Users can import data from an external workbook into the sheet.
• Copy Data: Users can copy dimensions and metrics.
• Move Data: Users can move dimensions and metrics.
• Clear Data: Users can clear dimensions and metrics.
• Copy Scenario: Users can copy data from one scenario to another.
• Snapshot: Users can copy data at the current time.

• Intelligent Forecasting: Provides predictive analytics capabilities within the sheet. For more information, see Intelligent Forecasting in Sheets.

• Latest Sheet Version: Displays access the sheet version history.

• Latest Snippet Version: Displays the snippet version history.

Hide / Show Header: This option hides or shows the level 1 header for an improved report view.

Toolbar

The toolbar plays a pivotal role in customizing the sheet. It offers a wide range of options for enhancing both the appearance and functionality of the sheet.

To display the Toolbar, click the Toolbar button on the level 2 header.

1. Spreadsheet View and Grid View: Users can toggle between the Spreadsheet View and Grid View. For more information, see Toggle Spreadsheet View to Grid View.
2. Import: The Import option lets users import data from an Excel sheet.
3. Export: This Export option allows users to export the current sheet as an Excel or PDF file.
4. Style: Existing styles can be applied or new ones can be created using the Palette icon, enabling users to achieve the desired visual presentation for their data. For more information, see Styles.
5. Freeze: This function allows specific panes, rows, or columns to remain visible while scrolling through large datasets, ensuring important header information is readily accessible. This option can also be used to unfreeze panes.
6. Panel and Grid Options
   • Show / Hide Grid: Users can adjust the visibility of grid lines to enhance the visual appeal and readability of data presentations.
   • Show / Hide Column Header and Row Header: The toolbar provides options to toggle the visibility of column and row headers, allowing users to optimize the sheet layout based on their preferences and focus. These features collectively provide enhanced control and flexibility in tailoring the appearance and functionality of sheets to meet specific data analysis requirements.
   • Show / Hide Formula Bar: Access to the Formula Bar is also facilitated from this section. Users can enter formulas in the formula bar that opens below.
7. Show / Hide Filter: The toolbar empowers users to filter data based on specific conditions. This can be achieved by selecting options from a dropdown menu to refine data or by filtering for specific values, thus enabling focused and tailored data selection.
8. Font: Users can choose from existing fonts in the dropdown menu.
9. Font Size: Users can choose the font size from the dropdown menu; the selected size is displayed.
10. Number Formatting: Apply dollar, percentage format, increase or decrease decimal, and number format.
11. Text Formatting: Extensive formatting capabilities are available, allowing bold, italic, and underline styles as well as specifying text color.
12. Cell Color: Users can choose color to apply to cell background and cell borders.
13. Cell Formatting: Cell formatting options for horizontal alignment, vertical alignment, wrap text, indent, and outdent are available here.

14. Retain Row Heights: This option controls whether row height adjusts to content changes. When selected, row height remains fixed. When not selected, row height automatically resizes to fit updated content.

Styles

Styles are formatting patterns that can be applied to a sheet or snippet. A style can be created once and used throughout the workspace. Using the toolbar option on the level 2 header, users have the option to apply, remove, edit, and add new styles. A new style is generally a combination of multiple formatting patterns applied to different types of elements of the sheet. Style details can be created as follows:

Applies To

Styles can be applied to various components, including:

• Row Axis headings: Titles of the row.
• Row Axis members: Members of the row.
• Column Axis members: Members of the column.
• Row Data: Row-wise data in the snippet.
• Column Data: Column-wise data in the snippet.

Member Type

For each component, users have the flexibility to choose from different style categories, including:

• Default: Applicable to all members of the row/column or header.
• Editable: Designed for input members or leaf members.
• Non Editable: Intended for calculated members or parent members.

Metrics members in the sheet will be classified as Editable or Non-Editable:

• By Member: Allows style customization for specific members based on Functional Area and dimension.
• Invalid Member: Tailored for members that do not exist in the Master data.
• Blank Member: Suitable for Member IDs assigned with blank values.

Format

To configure formatting for a chosen style, users can apply formatting to a cell within their sheet, followed by clicking the Pick from Cell option. From here, users can opt to apply the complete format settings mirrored from the selected cell by checking the Select All option. Alternatively, users can deselect Select All and proceed to individually select specific icons for fine-tuning aspects such as Number Format, Alignment, Font, Border, Fill, as well as options for Bold, Italic, and Underline.

Using multiple combinations of Applies To and Member Type, a complete style is created. The sequence of styles applied to the sheet or snippet will remain in the order they were created. This order can be updated by moving the style up or down.

v25.10:  Toggle Spreadsheet View to Grid View

Toggling Spreadsheet View to Grid View allows users to switch between the traditional spreadsheet view and a newly designed grid view without losing context or requiring navigation to different sections of the application. This seamless transition maintains the user's position in the data while changing the presentation format, ensuring continuity in the workflow. The grid view component provides optimized interface for reporting tasks and data analysis.

While the spreadsheet view remains ideal for data entry, formula creation, and traditional sheet operations, the grid view presents data in a format that facilitates easier analysis, comparison, and reporting.

This dual-view approach ensures that users can select the most appropriate interface based on their current task, whether they enter data, build calculations, or generate reports for stakeholders.

Toggling Spreadsheet View to Grid View

To toggle Spreadsheet View to Grid View:

1. Open the required Sheet from the Explorer.

2. Select the toolbar button on the level 2 header of the sheet interface.

3. The Sheet displays the Spreadsheet view by default.

   

4. Select the Grid View option to switch from spreadsheet to grid format.

5. The sheet data immediately displays in the new grid component layout.

   

   Note: The data remains consistent between views - only the presentation changes.