Insert sheets, calculation data, or line items

Sheets
Rows
Columns
Line items
Excel spreadsheets

From the main menu bar, select
Calculations
, then
Calculations
again.
On the Calculations screen, select the
Calculation Name
link for the calculation you want to work with.

Insert a supporting sheet

From the open calculation, select the
Insert
icon on the toolbar.
From the menu that opens, select
Insert Sheet
.
The Insert sheet window opens, showing a list of the sheets that can potentially be inserted into the calculation.
To locate a specific sheet, you can enter all of part of the name of a sheet in the
Search
field.
If you want to show template references for sheets, turn on the
Show Template References
selector. Template references are shown inside curly brackets
{ }
.
Mark the checkbox for the sheet you want to insert and select
OK
.
Select
Save
, then select the
Save
menu option. This step is required for your change to be saved.

Inserting rows or columns

Using the left panel, open the sheet where you want to insert the row or column and select a cell in an area of the sheet. Note that only certain sheets support adding rows or columns and you'll need to select a cell in an area where adding rows or columns is supported.
Select the row or column where you want the new row or column to appear.
New rows are inserted preceding the cursor position and existing rows move down.
New columns are inserted to the left of the cursor position and existing columns move to the right side.
To insert multiple rows or columns, select the number of columns or rows you want to insert. For example, if you select 2 rows, 2 blank rows will be inserted.
On the calculation toolbar, select the
Insert
icon.
Select
Insert row
or
Insert column
.
Select
Save
, then select the
Save
menu option. This step is required for your change to be saved.

Insert line items

Using the left panel, open the sheet where you want to insert the line item.
The Insert line item panel opens. Use the dropdowns to select the category of line item you want to add. The available categories are based on the calculation template. First select an option in the 1st dropdown, then select from the 2nd dropdown.
Mark the checkbox for the category of line item you want to insert.
Select
OK
.

Insert Excel sheet

Select
Insert Excel Sheet
option from Insert icon on the toolbar.
Go to an excel spreadsheet and select
Open
.
Select one or more sheets that you want to insert into the calculation, mark the checkbox under Roll Forward column if you want to roll these sheets forward to the next year calculation and select
Ok
.