3.2 - Explore the plan interface

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.

Sidebar

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.

Footer

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.

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