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Adaptive Planning
Last Updated: 2023-06-23
Update and Append Structures for Imports

Update and Append Structures for Imports

With 2022R1, we enable you to add new values and update existing account, level, and dimension structures with 1 import, saving you time and effort.
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 2m 34s

Update and Append Account Structures

Release: 2022-03-12
We remove the Update option and the Append option when you import the account structure in the Accounts area of Modeling for these account types:
  • Assumption.
  • Custom.
  • Cube: All types of accounts on cube sheets.
  • General ledger.
  • Metric.
  • Modeled: All types of accounts on modeled sheets.
Instead, we deliver a new Update and Append option. When you use the new option, your import now includes all properties and metadata, such as multi-link accounts and account attributes. This enables you to add new accounts and update existing account settings with 1 import.

Update and Append Level Structures

Release: 2022-03-12
We remove the Update option and the Append option when you import your level structure in the Level area of Modeling.
Instead, we deliver a new Update and Append option. When you use the new option, your import now includes all level properties and metadata, such as level attributes, enabling you to add new levels and update existing levels with 1 import.

Update and Append Custom Dimension Structures

Release: 2022-03-12
We remove the Update option and the Append option when you import your custom dimension structures in the Dimensions area of Modeling.
Instead, we deliver a new Update and Append option. When you use the new option, your import now includes all dimension and dimension value properties, such as dimension attributes. This enables you to add new dimension values and update existing values with 1 import.