This guide explores the different parts of the plan interface.
The plan interface features a canvas in the center with a menu bar, a footer, and two sidebars.
- Select Security to configure user permissions and security settings within the planning sheet.
- In the Security window, you can set up read and write access for data input, scenarios, comments, and data writeback.
- To add and view comments, select the Comments dropdown.
- Select Reading dropdown to toggle between the Editing and Reading views in the planning sheet.
- Select Save to save changes in the planning sheet.
- Use the Home ribbon to add planning, powertable, or intelligence sheets and access file settings.
- Use the Planning ribbon to insert rows and columns, apply basic formatting, bulk edit data, pivot data, filter and rank data, export data, create annotations, and access audit logs.
- Use the Model ribbon to access forecasts, scenarios, driver-based models, and cubes.
- Use the Format ribbon to apply basic and advanced formatting, including conditional and semantic formatting.
- Use the Writeback ribbon to configure writeback settings, writeback data to destinations, and view logs.
Explorer pane#
- After selecting + to add subsequent planning, powertable, or intelligence sheets, you can use the Explorer pane to navigate between them.
- Select the arrow to expand or collapse the Explorer pane.
- Navigate between the planning, intelligence, and powertable sheets in your plan workload using the Explorer pane.
- Select the Data icon to expand or collapse the Data pane and manage data from semantic models, sheets, cubes, or queries.
- Select the Fields icon to expand the Fields pane so you can view and map the required dimensions, measures, and values from the Data pane to the Fields pane.
- Select the Filter icon to expand the Filter pane where you can apply page-level and global filters. Only the filtered data is included in the planning sheet.
- Select the Comments icon to expand the Comments pane and view and manage comments.
- Select the Bookmarks icon to create and manage bookmarks.
- Select Rows and Columns in the footer to view statistics for dimensions and measures.
- Navigate between pages using the first, last, previous, and next controls.
- Control the canvas zoom level using the slider, the - and + icons, or the text box.
- Configure panel aggregation and rows per page in Settings.
