4.1 - Configure data input

Planning sheets support both data entry and formula use, enabling direct data entry alongside calculated values. Input columns capture manual entries for budgets or plans, while formulas define calculations based on other fields or measures.

Insert data input fields #

1. In the Planning ribbon, go to Insert Column to insert data input columns.

2. Select Number as the data input column type.

3. All column types can be inserted as either a Visual Measure or a Visual Column.

4. Visual measures are created at each level of the column hierarchy, like regular measures. In this example, the visual measure is inserted at both the year and quarter level. The values are distributed across the column hierarchy and roll up to higher levels

4. Select Visual Column to insert a data input column.

5. The visual column is inserted at the end of the table.

Enter row-level information with text columns

Learn to create a text column to add row-level data in a planning sheet.

1. In the Planning ribbon, go to Insert Column. Select Text.
2. Enter Comment as the name for the column.

3. Use Field Validation to validate text input types such as numeric, text, or alphanumeric. Select Any Value to allow users to enter any value without validation restrictions. Select Create.

4. Select a cell and enter text.

Configure audit log columns

Learn to insert audit columns showing Last Updated At and Last Updated By information.

1. Select Audit under Insert Column in the Planning ribbon.

2. Review the inserted audit log columns in the planning sheet.