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Sheet Basics: Creation, Navigation & Layout

Learn how to create, organize, and navigate sheets in Farseer, including working with the sheet path, configuration panel, Sheet Finder, spreadsheet view, and timeline controls.

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Introduction

Farseer Sheets

Sheets are the central workspace in Farseer where you build and view your model. They let you:

  • Enter and review data: Work with variables and dimensions in a structured grid.

  • Organize your model: Use hierarchical rows and time-based columns.

  • Customize layouts: Adapt the sheet for planning, forecasting, or reporting.

Sheets update dynamically when dimensions, variables, filters, or inputs change.

Creating a Sheet

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Creating a sheet

You can create and organize sheets from the sidebar:

  • Right-click SheetsNew Sheet or New Folder

  • Drag sheets to rearrange them

  • Rename, move, duplicate, or delete sheets as needed

Config

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Config Options

The sheet configuration includes your finder state, column sizes and order, timeline settings, and filter options. You can adjust these freely without affecting other users. If you want your current setup to become the default for everyone, click Save config for all. To revert back to the existing default, use Reset config.

Only users with Full Edit permissions can save a configuration as the new default. All other users can only reset their view to the current default configuration.

📹 Feature Spotlight: Config

Want a quick visual walkthrough of the timeline?

See how Sheet Config lets you personalize your sheet view (finder, columns, timeline, and filters) without affecting other users—and how Full Edit users can save a new default for the whole team.

Finder

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Sheet Finder

The Sheet Finder helps you structure and organize the row hierarchy in your sheet. It simplifies navigation by letting you control which rows are shown. When you select a row in the Finder, it becomes the focused row. This means the sheet treats that row as the root, and any actions you take—such as adding a new row—will place new items inside the focused row.

Spreadsheet

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The Spreadsheet

This is the main grid where you work with all sheet data. It supports:

  • Fast data entry

  • Readable structure

  • Dynamic updates based on rows, columns, and filters

Timeline

The timeline

At the bottom of the sheet, the Timeline controls which time periods appear as columns:

  • Choose column granularity (months, quarters, half-years, years)

  • Choose years using the slider

  • Choose versions for each year

Using the comparison tool

The comparison tool helps you compare different versions or time periods side-by-side. You can flip the comparison order using the small flip control in the list.

📹 Feature Spotlight: Timeline

Want a quick visual walkthrough of the timeline?

Watch our short Timeline Spotlight to see how to switch periods, versions, and comparisons in practice.

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