Saturday, January 26, 2019

Copy or Duplicate an Adaptive Insights sheet

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

1. You may only import data into a Modeled or a Cube Sheet. Data would only be added on a Standard Sheet.

2. There is a way to clone an Adaptive Insights Sheet.

You may clone a Modeled Sheet at Admin > Sheets and Dashboards > Create a Modeled Sheet.

Enter Sheet name

Enter Account group name

Click radio button for Clone existing sheet

Select the sheet

Click Next

 

No comments:

Post a Comment