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We created our first planning sheet using Lumel EPM in the previous section. In this section, we will discuss the following topics:

  1. Planning sheet interface - A planning sheet has the following tabs: Home, Plan, Format, Writeback, Infobridge, and Settings. Its interface consists of a toolbar, report header, report canvas, status bar, zoom in/out controls, and pagination controls. For more information about the report interface, refer to Planning interface.

  2. Layout options - Lumel's planning sheet offers two major types of layout options - Table layouts and Measure layouts. Each of these comes with its set of variations and can be used together in a single layout. To learn more, refer to Layout options.

  3. Basic formatting - There are a number of options to format the values, such as numbers, text, dates, totals, etc. To learn more, refer to Basic formatting. This section also includes sub-sections on number formatting and formatting totals and subtotals, as well as search and filter options.

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