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.
|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)|