Using Tables

You can add a comment to each cell of a table. Simply hover over the cell you want to comment on an click the yellow comment icon that appears:

You can enter your comment in the comment field and save it using Enter the purple arrow icon.

Comments on a cell are highlighted with a yellow triangle at the top left of the cell. Hover over the yellow triangle to show the comment, all the replies and their authors.

You can use the three-dot menu to:

You can use the roll-up/drill-down column drop-down to determine how variables are displayed and summed across time (e.g. quarterly, yearly), and toggle between them easily.

The Year-to-date roll-up option allows you to see how you are tracking in the year to date.

You can use this option to compare the value of a variable across relative time periods (e.g. the prior month, the prior year).

In addition, you can choose if you want to show the variance as percentage, value, or both.

xP&A has a default column width, but if you have a longer column name (and don't want to hover to see it), you can adjust column widths by dragging the header. Useful shortcuts:

You can easily add, rename, reorder (by drag&drop), and delete variables in the Series section.

You can also choose, instead of adding variables one-by-one to a table, to add the entire group or section to the table. The table always stays in sync with the spreadsheet when variables get added or removed from a group or section.

By clicking on a variable in this section, you can:

Use this section to set whether your variables are displayed as rows or as columns.

By default, the table will display the entire model date range. If you would like to shorten the date range, you can select a custom start and/or end date for the table here.

In this section, you can define which dimensions (e.g. dimensions, scenarios, versions) to include as the rows and columns of the table.

By default, Time is included as a column dimension.

If your model has its own custom dimensions, you can choose to include those. When including a custom dimension, you can automatically include dimension totals by hovering over the dimension and clicking the Total button:

If you click on the + button in the Columns section, you can add a Notes column to your table.

The Notes column can be used to add in-line context to your tables, e.g. providing variance analysis for Budget vs. Actuals, or explaining key differences between scenarios.

In this section you can add filters to the table, e.g. a time filter or a filter to arrange different versions and/or scenarios next to each other.

You can use this option to enable a drill down on underlying integrated data (transactions).

Anyone viewing the dashboard will be able to view these underlying details. Note that this information may be sensitive.

If variables are grouped in the Spreadsheet workspace, then the table will automatically display these variables under a group heading.

You can use this option to toggle the group headers on or off.

You can also show sections as table headers. This is useful if you have a structured table you need to organize.

You can use this option to hide rows where the value is 0 or empty.