- Help Center
- Getting Started
- View Types
-
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
Main points
-
The default view type is a grid view, which displays a grid with rows and columns. Each sheet must have at least one grid view.
-
Grid views have several unique features, like grouped records and the <Placeholder>summary bar.
-
Different view types are available in Time based sheets and Lookup sheets.
-
Time based sheet contains Series, Series Compare, Period, and Period Compare view types.
-
Lookup sheet contains Lookup and Lookup Comparison view type.