Notes in Commenting and Collaboration

Notes are designed for contextual explanation and documentation, helping users interpret data, justify values, and improve decision-making. Planning enables data-level annotation, allowing users to document insights at granular levels such as rows, columns, or individual cells.

Prerequisites

• You have access to a Planning sheet.

Add a note to a cell

1. Select the cell to add a note in your Planning sheet.

2. Go to Planning > Notes > Add New Note.

1. Enter your note, apply formats, and click Save.

The note is now associated with the selected data point.

Note

You can select multiple cells and add a single note that applies to all of them.

1. The note can be seen by hovering over the indicator.

2. The Pencil icon on the Note box can be used to edit an existing note.

3. The Delete icon on the Note box can be used to delete an existing note.

Add notes at row or column level

1. Select the row or column header, and navigate to Notes > Add New Note.

2. Enter a note in the corresponding Notes field.

The note applies to the entire row or column and is visible across related data.

Add report-level notes

1. Go to Planning > Notes > Report Summary

1. Enter your note using the text editor.

2. Apply formatting such as:

   • Bullet points

   • Bold or italic text

   • Hyperlinks

3. Save your changes.

This note provides a high-level summary for the report.

Add footnotes

Footnotes display notes collectively at the bottom of the report for easy reference.

1. Add notes to cells, rows, or columns.

2. Open the Notes menu.

3. Enable the Footnote option.

All notes are displayed as numbered references in the footnote section.

Use the notes column

The notes column provides a structured way to enter notes for each row by providing a dedicated column to capture row-level annotations.

1. From the Notes menu, enable the Notes column.

2. Enter notes directly for each row.

Hide notes

You can hide notes to simplify the report view.

1. From the Notes menu, enable Hide all notes.

All notes are hidden from view, and note creation is disabled while this option is active.

View all notes

A consolidated panel or view displays all notes associated with the report.

1. Go to the Notes menu.

2. Select View all notes.

Configure note settings

Use note settings to customize how notes appear and behave.

1. Select Notes > Settings.

1. Configure options such as:

   • Indicator display (style and size)

   • Indicator position within the cell

   • Rollup Indicator

   • Footnote Border

   • Footnote height

   • Marker Setting

2. Apply your changes.

You can adjust how note indicators are displayed and positioned within cells

Use marker mode

Marker mode allows you to highlight specific data points for emphasis. Marker mode lets you visually mark data for quick identification.

1. Go to Notes > Marker Mode

2. Mark the cells, rows, or columns using the marker icon

3. Use the clear option to remove markings if needed.

4. Customize color, shape, and width of markings from Notes Settings