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Getting Started
Video Walkthroughs 🎥
Release Notes
Getting Started
Let's Model
Connect your Accounting System
Mapping Sheets
Making new sheets and linking rows
Rolling the model forward each month
Dashboard and Charts
Customizing your first view
Sheets, Rows, Columns and Views
View Types
Help Context Menu - Popular
Collaboration
Rolling your Model forward each month
What is OnPlan?
Onplan Interface & Basic navigation
Views
Charts & Dashboard
Sheet Functionalities
Other Functionalities
Scenario Planning & Report Build
OnPlan Training 101
Database Administration
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Help Center
Getting Started
Video Walkthroughs 🎥
Release Notes
Getting Started
Let's Model
Connect your Accounting System
Mapping Sheets
Making new sheets and linking rows
Rolling the model forward each month
Dashboard and Charts
Customizing your first view
Sheets, Rows, Columns and Views
View Types
Help Context Menu - Popular
Collaboration
Rolling your Model forward each month
What is OnPlan?
Onplan Interface & Basic navigation
Views
Charts & Dashboard
Sheet Functionalities
Other Functionalities
Scenario Planning & Report Build
OnPlan Training 101
Database Administration
Getting Started
Let's Model
Welcome to OnPlan!
What's a model?
Making your first model
Build a model from scratch
How to make a model
See more
Connect your Accounting System
Connect Quickbooks/QBO
Mapping Sheets
Mapping Sheets
Making new sheets and linking rows
Main points
Linking two time-based sheets together
Rolling the model forward each month
Scenarios & Snapshots
Dashboard and Charts
Main points
Adding your first block to a model
Building blocks for success
KPI chart
Time Series chart
Lookup chart
Arranging your charts on the dashboard
See more
Customizing your first view
Filters
Sorting
Making a new view
Hiding fields
Main points
Understanding views
Switching between views
Customizing your first view
See more
Sheets, Rows, Columns and Views
Horizontal Consistency
OnPlan's use of color explained
How to add a new row and customize it
Main points
The Input bar
The primary column
The Quickpop columns
What's a column?
What's a Sheet?
The Formula bar
How to export records to CSV
The Table of Contents and the Left Nav
How to add a new column and customize it
Basic column types
What's a row?
Time based vs. Lookup sheets
See more
View Types
Main points
Grid view
Frozen column
Grouped rows
Help Context Menu - Popular
Add Formulas & Functions
Collaboration
Permissions
Adding Users - Roles
Adding Users - Access
Rolling your Model forward each month
Main points