Adding and Editing Content

How to edit Sheet content

Adding Line Items

Adding from item lists

From any Variables, Assumptions and Metrics list, you can add items directly to the Layout, as shown below. An Add to layout button will appear (1) when any items are selected. An Add to sheet button is also available on the Variable itself (2) - this button will only be shown if the Variable has not been added to the Layout yet.

Add to sheet buttons in the Variables and Metrics tab4

Pressing one of these buttons will open an Add Item to Layout wizard, as shown in the screenshots below. Select a Sheet (1), and a Line Group to add the items to (2). Line Groups can be added and edited as desired in the Line Group step.

The Sheet step will only show Sheets of the correct item type. If you add a new Sheet here, it will automatically be of the correct type.

Add Item to Layout wizard

Show/Hide Layout buttons

If you do not want to see Add to sheet buttons on the Variables themselves, you can hide them from the Menu, by navigating to View > Show Layout buttons, as shown below.

Show Layout buttons toggle

Adding in the Sheet preview

From any Sheet preview, as shown in the screenshot below, you can add items to a Line Group by selecting the Line Group and pressing the Add items button.

Adding items from the Sheet preview

Adding Line Groups

From any Sheet preview, as shown in the screenshot below, you can add Line Groups by pressing the New button (1) - this will add a new Line Group to the bottom of the Sheet. If you select an existing Line Group, you can add a child Line Group directly, by pressing the Add child group button (2).

Adding Line Groups

The Line Group wizard

The Line Group wizard

The Line Group wizard, as shown in the screenshot above, allows you to enter a Name and some formatting options, as follows:

Number of lines before/after header	Changes the number of blank lines inserted into the spreadsheet before and after the Line Group heading
Include header?	Specifies whether to include the header in the generated spreadsheet. In this way, you can use Line Groups to create custom spacing between items, without displaying a header.

Editing in the Sheet preview

Drag and Drop

The Sheet preview supports drag and drop to move single or multiple Items and Line Groups.

Line Group level controls

When you hover over a Line Group, as shown in the screenshot below, buttons will appear that can be used to promote/demote the Line Group between levels.

Promote / demote controls

Item Previews

A full preview for any Sheet item (Variables, Assumptions, Metrics and Dashboards) can be seen by selecting that item in the Sheet preview. Editing the item from the Sheet preview will open a full editing wizard for that item, so you can make changes without needing to navigate away.