Dropdown

Plan allows you to create single-select or multi-select dropdown columns using predefined lists of values.

• Single select allows only one value to be selected.
• Multi-select allows multiple values to be selected.
• Presets are available only for single-select columns.

Create a dropdown column#

To insert a dropdown column:

1. Go to Planning > Insert Column > List.
2. Select Single Select or Multi-select.

Create a list of values#

After selecting Single Select or Multi-select, a side panel opens where you can define the list of values (LOVs) using List or Presets.

List

1. Selecting Options > List displays three default options with colors.
2. You can rename, add, or modify these options.
3. Select Create to apply the list.

Presets

1. Selecting Presets opens a list of predefined value sets.
2. Hover to preview the values.
3. Select a preset and choose Apply.

Modify list of values#

You can modify an existing dropdown column using the same steps as other data input columns. For more information, see modify column properties.

1. Go to Manage measures and select the Edit (pencil) icon.
2. Alternatively, use the column gripper of the dropdown column and select Edit Measure.
3. Selecting Edit opens a side panel where you can update the required properties and perform the following actions:

• Edit options: Modify option names by typing over existing values or change colors using the color picker.

• Add options: Select Add option, enter a value, and press Enter.
• Delete or reorder options: Use the available icons.

4. After making the changes, select Update. The Update button is enabled only after changes are made.

Localize list of values#

Plan allows you to display dropdown values in different languages based on user preferences, which is useful for global teams.

To configure localization:

1. Go to Format > Translations.
2. Add translation entries for the required keys and languages using the Add New option or the + icon by hovering over a row.
   • Alternatively, you can import an Excel file in the same format available in the Translate tab.
3. Select Save to apply the changes.

4. In the Single Select data input column, use the GETLOCALELABEL function in the Options field and pass the key defined in the localization settings.

When the report language changes, the dropdown values are automatically displayed in the selected language.

Example

In the example below, the dropdown options are displayed in French based on the current language settings.

Configure dropdown properties#

Common Properties such as Insert as, Input type, On Change Formula, Allow entry on Totals/Subtotals, Allow Input and Description can be configured. For more information, see configure data input column properties.

In addition, you can configure the following properties for dropdown columns:

• Options style: Choose how dropdown values are displayed - Chip, Arrow or Plain text.

• Icon position: Choose the desired icons and control where the icon appears in the option:
  • Display on the left or right
  • Not applicable for Chip style

• Allow users to add new options: When enabled, users can create new options directly from the dropdown without opening the configuration panel.

• Prevent Null: Prevents users from leaving the value empty. To enable this option, configure a Default value to ensure that a value is entered when the column is created or updated.

  Note

  The Prevent Null option is available only for the Single Select input type and isn't available for Multi Select.

• Default value: Define a default selection to avoid empty values:

  • Static - Select a predefined value from the dropdown values.

  

  • Dimension - Use a dimension category.

  

  • Measure - Use a measure.

Use the dropdown#

After configuring the column and list of values:

1. Select Create.
2. Click a cell in the column to open the dropdown.
3. Choose the required value.

For Multi-select, you can select multiple values in a single cell.