About Worksheets

Definition: Worksheet

A worksheet is a tool you can use to:

• Enter new financial data into your database

• Make changes to existing data

• Drill through levels of data

• Perform calculations such as growing, spreading, and increasing data

Worksheets allow you to view multiple slices of financial data from different perspectives. In addition, they allow you to change the values in data cells. You can enter data manually or have the software populate worksheet cells based on instructions that you provide.

Since worksheets enable you to enter, drill down, and perform calculations on data, they are essential for developing budgets, forecasts, and what-if analyses.

Worksheet objects

Worksheets let you view and manipulate financial data based on the financial data items, dimensions, and dimension values that are currently defined in your personal database. Administrators typically define these and other database objects and distribute them to users.

Worksheet window

The worksheet window contains various elements that enable you to manipulate a worksheet's layout and format.

The following illustration shows a worksheet and its elements.

This table describes the elements of the worksheet window.

Element	Description
Dimension tiles	Enable you to rearrange the layout of a worksheet and access the Selector dialog box, where you can choose a different set of values for the dimension. There are three types of dimension tiles: Page dimension tiles -- Located in the upper-left corner of the worksheet window, these tiles represent dimensions in the page position Across dimension tiles -- Located in the upper-right corner of the worksheet window, these tiles represent dimensions in the across position Down dimension tiles -- Located at the bottom of the worksheet window, these tiles represent dimensions in the down position
Edit bar	Enables you to edit text (such as titles, footnotes, and dimension labels) and individual data values. Select the text or data value you want to edit to make it appear in the edit bar.
Edit bar buttons	The Cancel button clears text from the edit bar. The Enter button moves text from the edit bar into the currently selected area.
Page controls	Enable you to move between pages in a multiple-page worksheet.
Title, subtitle, and footnote panes	Enable you to specify a title, subtitle, and footnote.
Row and column labels	Identifies currently selected dimension values.
Highlighter buttons	Enables you to select data cells for performing calculations or formatting. You can select a single row or column, a series of rows or columns, or the entire body of the worksheet.
Redisplay button	Enables you to refresh a worksheet manually after making format or selection changes.
Status bar	Displays information about currently selected models or hierarchies.

Worksheet menu

When you create a new worksheet or open a worksheet, the Worksheet menu becomes available on the menu bar.

The following table describes each item on the Worksheet menu.

Menu item	Description
Worksheet Options	Enables you to perform the following functions: Show or hide worksheet window elements such as page controls, highlighter buttons, scroll bars, status bar, and dimension tiles. Show or hide text elements, such as titles, subtitles, and footnotes. Show or hide gridlines. Specify a null value symbol and a precedence order for formatting. Also specify whether to display numbers in the edit bar in actual or truncated format. Apply a filtering attribute to budget worksheet rows based on the dimension value shown in the page. Specify that you want labels to accompany data when you copy data values to the clipboard.
Dimension Labels	Opens the Dimension Label Setup dialog box, where you can specify the text that the system will use when it creates row, column, and page labels.
Drill	When checked, enables drilling in worksheets.
Auto Redisplay	When checked, specifies that worksheets are to be automatically redisplayed when you make changes to them.
Worksheet Tools	Displays a cascading menu, from which you can select options that enable you to perform calculations on data. You can also access this menu by clicking the right mouse button with the cursor positioned anywhere in the body of the worksheet. Grow Data -- Enables you to "grow" data over a range of cells by an amount or percentage you specify. For more information, see "Growing data". Increase Data -- Enables you to increase data over a range of cells by a constant value. For more information, see "Increasing data". Spread Data -- Enables you to spread data within a hierarchy from parents to children or all descendants. For more information, see "Spreading data". Recalculate -- Recalculates worksheet data based on any models or hierarchies that are currently selected. Recalc Options -- Enables you to specify parameters for recalculating data. Save Data (Administrator and Budget Workstations only) -- Saves worksheet data to your personal database. Reset Data -- Returns worksheet data to the values that were displayed when the worksheet was last opened or the worksheet data was last saved.