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How to access the details pane

  • Click the ↗️ arrow on any driver row.
  • Use the shortcut Cmd (Ctrl) + Shift + Enter while a driver is selected.
images/drivers/details-pane/button.png This pane is a really handy surface to dive deep into a driver and how it fits into your model. It is especially useful for:
  • Viewing and editing all driver settings in one place.
  • Exploring the inputs that contribute to a driver’s values to troubleshoot discrepancies or errors.

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What’s inside the driver details pane?

Details Pain Pn
  1. Name – The driver’s name.
  2. Description – Context or notes about the driver.
  3. Models – Lists all pages where the driver is used.
  4. Dimensions – Explains how the driver is segmented. [Link: Dimensions article]
  5. Format – Adjusts display settings for numeric drivers.
  6. Goal – Assign a target value to the driver.
    • The target appears as a goal line when plotted on a chart.
    • Used in scenario comparisons or BvA (Budget vs. Actuals) to determine whether values are displayed as red or green.
    • By default, higher values are considered better.
  7. Rollup by – Specifies how the driver’s values aggregate when viewing time periods longer than one month, such as quarterly, year-to-date, or annual (e.g. sum, first, last).
  8. Actuals formula – Expanded space for editing the driver’s actuals formula.
  9. Forecast formula – Expanded space for editing the driver’s forecast formula.
  10. Driver type – Clearly indicates whether the driver stores Numbers or Dates.
  11. Driver timeseries – A dedicated table displaying the driver’s values over time. The columns are controlled by settings under Customize.
  12. Drill-in – Click on caret Shows all inputs contributing to this driver (i.e., referenced in its formula).
  13. Used by – Lists all other drivers that reference this driver in their formulas.
  14. Plans – Displays any Plans applied to this driver.
  15. Breadcrumbs – Shows where the driver is located in your model.
  16. Delete – Click the trash can icon to delete the driver.
  17. Customize menu – Adjusts which columns and time ranges are displayed in the driver timeseries table.