Right-Click Actions in Excel Interface for Planning
Right-click on cells within the Adaptive Planning grid to choose Excel- and Adaptive Planning-based actions.
To select Adaptive Planning actions, right-click in any cell, and then hover over Planning at the top of the right-click menu. The actions available change based on the sheet and cell type.
Learn how to differentiate the different types of sheets you may see.
| Adaptive Planning Action | Capability | When it's Available |
|---|---|---|
| Explore a Cell |
Drill down to find account information, related formulas, other sheets where this cell's data displays.
|
All data cells in standard and cube sheets. Time-span cells (such as Year or Quarter) in modeled sheets. |
|
Add Split Delete Split Rename Split |
Split a cell's value into sub-rows that will roll up to the original (for standard sheets). | All editable cells in standard sheets only. |
| Select Dimension Value | Browse and use keywords to find and select dimension values. | Cells with dimensions in modeled and standard sheets. |
| Split Row | Split a row of a model sheet and create an indented sub-row. | All rows in a modeled sheet if the the sheet is set up with the Allow Splits function. |
| Row Details | Drill down to find information about the data in the row. | All rows in a modeled sheet. |
| View by Level / View by Account |
View by Account (default view): accounts display down the first column and you select the level from the Planning pane Model tab. View by Level: levels display down the first column and you select the account from the Planning pane Model tab. |
All cells in the first column of standard sheets. |
| None | There are no Adaptive Planning actions available. | Metadata cells (such as a row or column header or line items) |