Data entry

You can enter data by typing in editable cells.

Cells that are grayed out and have data in italics in them, are read only. Cells can be read-only if you are a viewer, or if the version that you are looking at is locked.

To enter dates, tap in a date cell and select the date.
Date picker

Some cells have picklists that you can select from. The following image shows a picklist where you can select a performance rating of Good, Average, or Poor.


Aggregated data is shown in bold. If you type data into an aggregated cell, the data is spread to the cells that make up the aggregated cells.

Calculated cells at detail level are colored green. You can't directly update calculated cells by typing data in them.

Note: If all of the descendent detail cells are calculated, then you can't type data into the aggregated cell.
grid showing that data can be entered in clear cells with bold text, but not in calculated cells that are colored green.
The following describes the areas that are referenced in the previous image:
  1. Data can be entered in the Division row and in the 2016 column.
  2. Aggregate data is bold. You can type data here.
  3. Calculated cells are shaded green. You can't type data into calculated cells.

Symbols in cells, such as currency and percentages

In cells that expect numbers, you cannot enter a symbol. For example, in a cell that expects currency in dollars, you enter the dollar amount in numbers, for example, for $10, enter 10.

If a cell is formatted as a percent %, the value is displayed as a proportion of 1. To enter 5%, you can either type 5% or type 0.05. Both display as 0.05.

Preventing data from changing when data is spread

You can place a hold on a cell if you want to keep the value from changing when data is spread. Right-click the cell, then select Hold and Release > Hold. You can still edit the cell directly. Two vertical bars indicate that a hold is active on a cell.

When you place a hold on an aggregated cell, the aggregated value remains constant when you change any of the children. When a hold is in place and you change the value of a child, proportional spreading is automatically applied to the remaining children so that the consolidated value remains unchanged.

To remove holds, right-click any cell, then select Hold and release > Release all holds. You can also right-click a cell with an active hold, then select Hold and release > Release hold to release a specific hold.

Zeroing data

You can replace data in a book view with zeros by going to a detail cell and typing 0>|. This copies 0 across rows (>) and columns (|).