TOLL FREE: 1 855 TRUE SKY (878 3759)

The Basics

On this page:


True Sky Ribbon Bar Elements

The following screen capture highlights the main menu elements found within the True Sky Ribbon Bar as seen by an End User prior to retrieval of an Assignment or Report.

NOTE: The examples shown below utilize Office 365, the icons might have a slightly different look and feel when using other releases of Excel.

True Sky Ribbon Bar Before Opening an Assignment or Report

The next screen capture highlights the menu elements found within the True Sky Ribbon Bar as seen by an End User after opening an Assignment or Report. Please keep in mind that individual buttons may or may not be available (greyed out) depending on the specific parameters of the Assignment or Report that has been opened.

True Sky Ribbon Bar After Opening an Assignment or Report

  1. “True Sky” – all True Sky functions can be found under the True Sky tab in the Excel Ribbon bar.
  2. “Hub” – used to open the Hub to view and open available Assignments or Reports.
  3. “Language” – changes the language of your user interface to any from a number of supported languages.
  4. “About” – displays the current installed version of True Sky.
  5. “Save” – allows user to save entered True Sky data.
  6. “Save and Continue” – allows for saving of entered True Sky data in “batch mode” where processing occurs in the background. Only used for very large data saves.
  7. “Close” – closes the current Assignment or Report.
  8. “Filters” – opens the Filter Pane if it is currently closed.
  9. “Validate” – allows for the running of Data Validations rules created by a True Sky Designer in the building of an Assignment or a Report that were set to type “manual”.
  10. “Edit” – allows for editing of the current Filter selections.
  11. “Retrieve” – retrieves data based on the current Filter selections.
  12. “Notes” – opens the Notes Pane where existing comments/attachments can be viewed and new ones added.
  13. “Audit Trail” – open the Audit Trail Pane where a history of all data changes can be viewed.
  14. “Data Tools” – opens the Data Tools Pane which assists in data manipulation as well as Spreading/Seasonality/Calendarization of values.
  15. “Links” – launches other applications or drills into more detail depending upon setup performed by Administrators and Designers and made available in the particular Assignment or Report being used.
  16. “Routines” – similar to usage as Links and can be used to launch backend procedures such as data movement routine from within the end-user interface.
  17. “Indicators” – turns off and on the visual clues indicating which cells have Notes or Details attached, which are read-only, at a roll-up level or have been changed but not yet saved to the database.
  18. “Suppress” – allows for the hiding/showing of rows and/or columns that contain zero or null values.
  19. “Add Detail” – adds a new Details Line to the current Assignment.
  20. “Delete Detail” – deletes an existing Details Line from the current Assignment.


More detailed explanations of each of these functions can be found throughout this manual.

Reports vs. Assignments

Reports and Assignments allow you to view and/or enter data through an easy-to-use Excel presentation layer. True Sky allows a Template Designer to use Excel to create a single Template that can then be published and utilized by multiple users simultaneously.

Once a Template has been created, a True Sky Administrator than takes this Template and combines it with a Security Group and an Approval Tree to create either an Assignment or a Report. Assignments allow for data input and approval, while Reports are locked down in read-only mode. When you open an Assignment or Report from within the True Sky Hub, you receive a unique copy of the Template that has been dynamically formatted for you.

While working with Assignments and Reports you have the ability to leverage almost every feature found within Excel including conditional formatting and most importantly the vast array of formulas and functions for which Excel is known. Since both Assignments and Reports leverage the same feature sets, this eliminates the need for you to learn two different tools. However, certain features are only available to Assignments and not Reports. The differences are highlighted in the following table:

Feature/Function Assignments Reports
Retrieve Data from Database Yes Yes
Filter Data Retrieved Yes Yes
View Existing Data Yes Yes
Add New Data Yes No
Edit Existing Data Yes No
Delete Existing Data Yes No
Submit Data for Approval Yes No
Approve/Reject Submitted Data Yes No
Run Validations on Data Yes Yes
View Existing Notes/Attachments Yes Yes
Add New Notes/Attachments Yes Yes
View Audit Trails Yes Yes
Copy Prior Entered Data to Current Yes No
Access Data Manipulation Tools Yes No
View Indicators Yes Yes
Access Links Function Yes Yes
Access Routines Function Yes Yes
Suppress Nulls/Zeros Yes Yes
Add New Worksheet Yes Yes
Delete Existing Worksheet Yes Yes
View Existing Detail Lines Yes Yes
Add New Detail Lines Yes No
Edit Existing Detail Lines Yes No
Delete Existing Detail Lines Yes No
Change User Interface Language Yes Yes


The True Sky Hub

Assignments and Reports are accessed via the Hub. Pressing the “Hub” button from the Ribbon Bar will open the Hub pane. The Hub displays the Assignments and Reports that you have access to within True Sky. The items shown are unique to you based on your role within True Sky, your security settings and other system configuration options.

The elements that comprise the Hub are presented in the list and screenshots to follow:

  1. Log Out button (from forms-based authentication configurations).
  2. Available Workspaces accessible by you (if more than one exists).
  3. Current Assignments available to you as an end user.
  4. Current Reports available to you as an end user.
  5. Current Templates available to you if you are also a Template Designer.
  6. A Display Folder used to group similar Assignments, Reports or Templates. Clicking the arrow will expand the folder.
  7. An Assignment listing details and start and end dates.
  8. Information about the Approval Level of the Assignment.
  9. The Open button to launch the selected Assignment or Report.
  10. The Status button to view/edit the Approval Status of the selected Assignment


True Sky Hub on Initial Open & Hub Showing Assignment and Assignment Level

Logging into True Sky

True Sky can be configured to either support single sign-on via Windows Active Directory or forms-based authentication. Single sign-on “passes” the username and password you entered to access your computer to True Sky and uses that to authenticate you as an authorized user. Forms-based authentication requires a user to enter a username and password in order to log onto True Sky. This username is set by a True Sky Administrator and may or may not be the same as your network login. Once your account is created in True Sky, you will receive an email with password reset instructions.

NOTE: If your organization is utilizing True Sky Online (True Sky in the “cloud”) then forms-based authentication is the only supported authentication method.

NOTE: All passwords must be strong passwords, at least 8 characters long, with at least one upper-case character, one lower-case character, one number and one special character. How long passwords may be cached to prevent reentry is determined by the True Sky Administrator.

NOTE: Three incorrect passwords in a row will result in your account being locked and it will need to be unlocked by an Administrator before you can access True Sky again.

Forms-Based Authentication Screen Upon Initial Open

Regional Formatting and Language Support

True Sky supports multiple regional formats for the user interface. For example, in North America numbers are traditionally expressed using a comma as the thousand’s separator and a period as the decimal indicator. However, in France, thousands are typically separated using a blank space and a comma as the decimal indicator and in Germany, a period is used as the thousand’s separator and a comma as the decimal indicator. True Sky automatically detects which regional format that your copy of Windows is using and adjusts automatically when the user saves or retrieves data. All data is saved in the SQL Server default North American format.

True Sky also supports multiple language formats for the user interface. Currently supported formats are English (US), English (Canada), French (France), French (Canada) and Spanish (Espana). True Sky will automatically default the interface to your installed language version of Windows, but you can change the interface at any time by making a different selection from clicking “Language” button in the True Sky Ribbon Bar.

Language Selection Button

Selecting a language

True Sky Ribbon Bar in French


Saved Data Location

It is important to remember that True Sky does not save any user inputted information in the Excel Worksheet. Excel is the presentation and user interface layer and all data saved is stored in a centralized database.

Look and Feel

True Sky Template Designers have the ability to create Templates that are unique to your organization and your corporate performance management needs. The color, shading, fonts and layouts used are determined by your Template Designer. Therefore, the Assignments and Reports you interact with will most likely look different from the examples show in this manual. In addition, buttons, colors, windows and icons may look slightly different given the version of Excel you are using.