What is the Sheet view?
The sheet view is where planning data is entered.
All visualization features such as the calendar view and reports source their data from the sheet view.
The Sheet view can be viewed at three different levels of observation:
At the parent level, in the Media Overview section, the sheet view will source data from all subsidiary accounts and plans. Please note, this section is solely for overview purposes; no data entry can be done here.
At the subsidiary level, in the Media Overview section, the sheet view will source data from all plans within the account. Please note, this section is solely for overview purposes; no data entry can be done here.
At the plan level, in the Media Plan, you'll be able to enter the data into the sheet view.
⚠️ Planning data should always be entered into the sheet view at the third level - Plan Level, as pictured in the image below.
Performance data related to active or completed campaigns are separated and housed in the Results section, either through manual input or automatic capture via integrations.
Configure your Media Types
What are Media Types?
Media Types are typically referred to as marketing channels. Some examples of common media types include Paid Social, SEM, TV, Radio, Online Display, and OOH. However, the name and number of media types are completely up to you and can be as general or as specific as you’d like them to be.
Each media type has its tab in the Sheet View. The configuration of each media type's sheet is completely customizable - you can decide which fields or columns to add.
⚠️ Since media types are the broadest/highest level of data segmentation they are controlled on your parent account in the organization settings, not in the sheet view itself. All setting changes will affect the configuration of all media plans within an organization. This creates a standard way of working for each media type and protects the integrity of your data.
Add a New Media Type
To create a new media type, you must proceed with the following steps:
Access Settings: Enter Settings in the left-hand menu of your parent account and then select Media Types & Fields.
Create a New Media type: Click on the Add New Media Type button in the upper-right corner, and then select either Planning (it'll create a tab in the 'Sheet view') or Results (it'll create a tab in 'Results') Media Type.
Set Up a New Media Type: Assign the Media Type with a name and a color, and save changes.
Add Media Fields to the Media Type
You can read about what Media Field is here.
Option 1: Drag and drop a media field from the library of fields on the right
Option 2: Click on
sign next to the field's name.
The field order can be adjusted by clicking, dragging, and dropping the fields to the desired position.
💡Always remember to hit the green Save button at the top whenever you update a media type, before navigating to a new page. Otherwise, your changes will be lost.
Remove Media Fields from the Media Type
If you want to remove the media field (not delete it) from the media type, follow these steps:
Access Settings: Enter Settings in the left-hand menu of your parent account and then select Media Types & Fields.
Select a Media Type: From the drop-down list, select the media type you want to modify.
Select a Media Field: Select a Media Field you want to remove from this specific Media Type.
Remove the Media Field: At the bottom right corner you'll find a button "Remove field from media type". It won't delete the field completely, it'll just remove the field from the selected media type.
If you wish to delete a media field, please refer to this article How to delete a media field?
Copy or delete a Media Type
Step-by-Step Guide to Copy or Delete a Media Type:
Navigate to Media Types & Fields: Enter Settings in the left-hand menu of your parent account and then select Media Types & Fields.
Select the Desired Media Type: Click on the drop-down list and select the media type you want to copy or delete.
Access Media Type Settings: Click on the gear/settings symbol located next to the selected media type name to open the settings menu for the media type.
Copy or Delete the Media Type: In the settings menu, you will have the options to either copy or delete the media type.
Add and Create Media Fields
Media Fields are headers of the columns in the Sheet view. On the screenshot Market, Country, Media Vehicle, Start and End Date, etc. - are all media fields.
To see the list of all existing Media Fields within an organization, follow these steps:
Navigate to Media Types & Fields: Enter Settings in the left-hand menu of your parent account and then select Media Types & Fields.
Select Any Media Type: Click on the drop-down list and select any media type.
Access Library of Fields: On the right you'll find a Library of fields - all the fields that exist on your accounts.
💡 You can filter the available options by typing the name of the field in the upper right-hand corner or scrolling through the list.
Types of Media Fields
All fields are labeled with an icon representing the field type:
Text – Free text field. You also have the option to configure a text field as a text calculation. Read more about this option in our article on template fields.
Date – Date field - note that the date format (MM/DD/YYYY) will be set in your personal settings 
Number – General number or percentage. Choose whether to have the field summarize itself in columns and reports as a sum total, average, or none. Choose the number of decimal places.
Calculation – An auto-populated field based on the formula added in the settings. A Calculation field can only be based on number fields.
You cannot manually enter data in this field within the sheet view, as it is locked. However, you can enable 'Calculate on Condition', allowing it to calculate in some situations but not in others.
All of the component fields required for the calculation must be present in the same media type for the calculation to function.
Enter the calculation formula by tagging the @name of each field and using general calculation signs (/,-,+,*) and brackets.
Choose the number of decimal places.
You can also configure a conditional calculation.
Tags - Tags are media fields whose inputs are limited to a restricted list. Read more about tags here.
Create a new Media Field (column)
Mediatool has some default fields, but if none of these match your needs, you can create a new field. Follow these steps to create a new field:
Access Settings: Enter Settings in the left-hand menu of your parent account and then select Media Types & Fields.
Select a Media type: Click on the drop-down menu and select the media type to which you want to add the field.
Add a New Media Field: Click on '+Add field' blue text located above the library of fields on the right side of your screen.
Fill In Field Settings: Add the name and type of the future field and other settings available depending on a field type.
Save the Field: In the left corner you'll find a 'Create field button'. Once the field is created, it'll be automatically added to the current media type.
⚠️ It is not possible to have two fields with the same exact title.
Edit a Media Field
To edit an existing field:
Select the Field: Click on the field from the library of fields on the right-hand sidebar. A preview of the field and its settings will appear below.
Edit the Field: Click the edit field to open up the field settings in more detail. Adjust your desired setting and then click the green button titled update field.
Delete a Media Field
To delete the field:
Select the Field: Click on the field from the library of fields on the right-hand sidebar. A preview of the field and its settings will appear below.
Edit the Field: Click the edit field to open up the field settings in more detail.
Delete the Field: Click on the red button towards the bottom left titled delete field.
⚠️The type of the field cannot be changed after the field creation.
Additional Field Settings
Total is - decide how to summarize your values. It'll be displayed at the very top of the sheet view and will be considered in reports.
⚠️ For Calculation fields to be displayed in the reports, the "total" must be chosen as "average".
Required - the user will not be able to save their changes in the Sheet view until a value is input.
Does not affect plan status - if the user is trying to make changes to this field in the approved plan, it won't send the plan back to "working" status.
Disabled by condition - if checked, the field will be disabled (locked) according to a condition(s).
Delivery Plan - checking the 'Appears in Delivery plan' box will have this field/ column appear in the delivery plan section of your Media Overview.
Default hidden - the field will be hidden from the sheet view by default. The field can be unhidden manually.
Add Media Vehicles
Media Vehicles are typically referred to as marketing platforms or vendors; for example, BBC, ELLE Magazine, Radio 1, Facebook, etc.
Media vehicles function as tags, as they are configured specifically to each media type, and are displayed as a drop-down in the sheet view. Media Vehicles can be used to filter and create reports on associated data.
Add a Media Vehicle
To add a Media Vehicle:
Access Settings: Enter Settings in the left-hand menu of your parent account and then select Media Vehicles.
Select a Media type: Click on the drop-down menu and select a media type to which you want to add Media Vehicle(s).
Add a New Media Vehicle: Click on the blue button "Add vehicles" and enter one vehicle name per line. You can add multiple vehicles at once. After that click on the green button 'Create vehicles'.
💡 You can add multiple vehicles at once. Just make sure to start a new row for each new media vehicle.
💡 The Number of Entries indicates how many times a vehicle has been tagged in the sheet view(s).
Edit a Media Vehicle
To edit a media vehicle:
Access Settings: Enter Settings in the left-hand menu of your parent account and then select Media Vehicles.
Select a Media Type: Click on the drop-down menu and select a media type that owns the Media Vehicle(s) you want to edit.
Edit a Media Vehicle: You can edit the name and/or abbreviation. You can also disable a media vehicle meaning it will be neither deleted nor shown in the drop-down menu as an option.
Merge a Media Vehicle
To merge media vehicles:
Access Settings: Enter Settings in the left-hand menu of your parent account and then select Media Vehicles.
Select a Media type: Click on the drop-down menu and select a media type that owns the Media Vehicle(s) you want to edit.
Merge Media Vehicles: Check the small box to the left of each media vehicle you want to be merged, then select what Media vehicle to merge with.
Delete a Media Vehicle
To delete a media vehicle(s):
Access Settings: Enter Settings in the left-hand menu of your parent account and then select Media Vehicles.
Select a Media type: Click on the drop-down menu and select a media type that owns the Media Vehicle(s) you want to edit.
Delete Media Vehicles: Hit the trash icon next to the media vehicle(s) you want to delete.
Get Support
Have questions or need help? You can reach us directly via the messenger on Mediatool.com or the contact support button located in the top right corner of the Mediatool App.
Learn More
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