Workbook options are the Anaplan XL installation level defaults which are applied to any new workbooks opened during the Excel session.
Workbook default general options
Configure the format file path, hide the format sheet, set the web server for comments, and select what happens when multiple members are selected in filters.
The default general options for new workbooks include:
| Workbook default general options | Description |
| Format File | The default FormatSheet location. |
| Always Hide format sheet | Sets whether the format worksheet is hidden when created in new workbooks. |
| Default grid title | The default title of the grid. |
| Default comments web server | The default web server for commentary. |
| Available Actions – Ignore multiple filter members | If multiple members are selected on filters, these are ignored when deciding which actions to display. |
Workbook default formula options
Choose how to replace null values, validate members, remove drill indicators, and support an alternate approach for the TM1 DBRW formula.
The default formula options for new workbooks include:
| Workbook default formula options | Description |
| Replace null values | Replaces null values with the content of the text field. |
| Validate members | When parsing a member, the formula will check that a valid member has been selected. |
| Validate members hierarchies | When parsing a hierarchy, the formula will check that a valid hierarchy has been selected. |
| Remove drill indicators | Don't display a sign showing that row/column can be drilled. |
| Support alternate approach for TM1 DBRW formulae | Alternate approach when using TM1 write formulas. Only enable this if Anaplan Support has suggested this. |
Workbook default formula drilling options
Select to remove null or 0 values when drilling, resize the columns after drilling, indent drilled members, and lighten background color on drill.
The default formula drilling options for new workbooks include:
| Workbook default formula drilling options | Description |
| Remove nulls when drilling | If there are any null rows/columns when drilling down on a member, they'll be removed so that there are no fully empty rows/columns in the report. |
| Remove 0 values when drilling | If there are any rows/columns when drilling down on a member that only contain zeros, they'll be removed so that there are no zero rows/columns in the report. |
| Resize Columns after drilling | This allows a column to resize itself when drilled. |
| Indent drilled members | When the user drills down on a member, they'll be displayed indented. |
| Lighten background color on drill | When the user drills on a member, a slightly lighter version of its background color will be used for the new members. |
