Page Comparison

New Notes button next to Chart button opens the new Notes panel that displays over the top of a worksheet (on the left side), where users can add and view notes in a workbook/worksheet.

Users have the need to include notes with budgets and forecasts and they were using a workaround of writing notes in a Manual Driver tab, which is not the purpose of that tab, not an effective way of communicating. They write notes for reasons such as: If you are a budget owner, you can add notes in the budget or forecast workbooks to give users instructions for completing the budget, info details on how the budget model was built , notes on the work that needs to be done (or was done)

Budget owner can add and edit notes, all users can view them.

Add: Click the Notes button, click Add Note, write or any other useful information. All users who have access to the workbook can view the notes.

Add a note

1. Click the Notes button in the top right corner of the worksheet.

2. In the Notes panel, click Add Note.

3. Write the note and format the text and/or add links

1. using the text editor

1. .

2. Add more notes on new tabs, if required (repeat steps 2 and 3).

3. Click Close.

Image Added

Edit a note

In the Notes panel, click the tab of the note you want to edit, edit the note as required, then click Close.

Rename

a note tab

In the Notes button panel, doubleright-click the header of the note tab then change tab name and click Rename, edit the name as required, then click Close.

Delete

a note

In the Notes button panel, right-click the header of the note tab then name and click Delete .View: Click the Notes button, click the tab of the note you want to view, > Yes, then click Close.