Spreadsheet tab of the Customize View Dialog Box

Overview

Use this tab to modify your planning spreadsheet.

Screen Elements

Available Columns list

The list of columns available for display.

Search

Enables you to perform a search based on the value you enter in the search bar.

Select Items (Ctrl+Shift+Right Arrow)

Adds the selected item or items from the available list to the selected list.

Deselect Items (Ctrl+Shift+Left Arrow)

Removes the selected item or items from the selected list.

Selected Columns list

The columns you selected from the Available Columns list. Double-click a column in the Selected Columns list to remove it from the list. If the view includes pinned columns, they are listed first and separated from the other columns in the list.

Move Item Up

Advances the selected item up in the sequence (moves a table column to the left).

Move Item Down

Advances the selected item down in sequence (moves a table column to the right).

Options section

Start Date list

Determines the start date of the spreadsheet cells.

Current Date: Enables you to specify a specific start date for the spreadsheet.

Timescale section

Timescale list

The Spreadsheet chart time interval options. Select from one of the following intervals:

Month/Week: The Spreadsheet View is divided into months which are then divided into weeks.

Quarter/Month: The Spreadsheet View is divided into quarters which are then divided into months.

Year/Quarter: The Spreadsheet View is divided into years which are then divided into quarters.

Financial Period: The Spreadsheet chart is divided into years which are then divided into financial periods.

Financial Period Calendar list

Specifies the financial period calendar that will determine the spreadsheet columns. To see this field, you must select Financial Period from the Timescale list.

Getting Here

  1. Click Customize View.
  2. In the Customize View dialog box, click Spreadsheet.


Last Published Wednesday, July 10, 2024