a4 aPlan4Sheets

FORMATTED UX PAGES · INTERACTIVE WALKTHROUGH

The connector, as your team uses it.

Browse your UX. Shape the hierarchy. Bring a formatted report into Sheets.

Fictional data · no sign-in

Start with Browse UX Pages in the connector sidebar.

Interactive simulation based on the connector UI. Names, model references and values are fictional. No sign-in, live data or file changes.

Northstar — Operating Plan

File   Edit   View   Insert   Format   Data   Tools   Extensions   Help
Demo workbook
↶   ↷   ⎙   │   100%   │   $   %   │   Arial   10   │   B   I
A1fx
Sheet1 ▾Browser-only sample

Ready to browse the sample UX page.

What is real about this walkthrough?

The sidebar, UX directory, structural grid preview and two-pane Pivot configuration follow the real connector workflow. Select items directly in the left pane; changes immediately update the dimension chips on the right. Shared Time and Executive Owner filters control both modules.

This fictional model has an illustrative expense hierarchy to demonstrate level selection. Its dimensions and item counts are not an exact copy of the reference model's flat line-item subset. The exported financial grid follows the supplied UX styling reference. All numbers, names and commentary are fictional. No customer screenshot or private data is embedded. Refresh rereads this local fixture; this self-paced walkthrough has no audio.

Request a live demonstration with your model →

Formatted UX Pages

⌄   Browse UX Structure — 1 app, 1 page
Northstar Planning1 page · 1 category
Budget Owner Review1 page

One fictional app and page keep this walkthrough focused. The live connector discovers the full authorized UX directory.

Configure Pivot: Budget Review by Exec Owner [Combined Grid Section 1 of 2]

VIEW:Budget Review by Exec Owner

Item Selector

Click on a dimension to select items

Select a dimension on the right.

+ Add Module UI preview
M2Owner CommentaryCombined grid · linked rows

Drag chips to rearrange them, or use each chip’s ↕ control. Layout preview only: Create Pivot uses the Budget Review layout shown in this demo.

Rows

M2LISS_Budget Template22 items▣
Row combinationsAll combinations
AllShow / Hide

Columns

M2Line Items1 itemAll
Column combinationsAll combinations
AllShow / Hide

Pages

GAAP1 itemAll
Versions1 itemAll

Chip positions can be explored freely. Item selections still control the sample report; GAAP and Versions each have one fixed item. Show / Hide is visual context only.

✓ This pivot is saved automatically so it can be refreshed

Rows whose data cells are all 0 or blank are left out
Customize dashboard settings

Auto-fit, freeze headers and hide gridlines work in this demo. The remaining options are shown for UI reference.

Refreshes keep your formatting. New sheets are always formatted.