Version-Specific Overrides for Linked Accounts

The ability to override links for specific versions provides flexibility in the model. With these options you can leverage the links for certain versions when it suits your business needs. In other versions you can enable the data entry override so that you can:

Import data into the account.
Populate data into the account with Predictive Forecaster.
Enter data into the account on sheets.

We provide these new options in the

Link Filters

section of the account settings:

Override links for specific version
: We enable you to select this check box to display the override fields for the account.
Link Version Selector
: We enable you to select a plan version for the override.
Override Link Setting
: We provide these options:
None
to keep the link, and
Data Entry
to enable imports and data input on sheets.

We provide the new options in the account settings of the target accounts that support links:

Cube Standard.
Cube-Entered.
General Ledger.
Custom.

After you set up the override, you can enter data for:

In sheets.
With manual imports.

For Preview tenants, you can load and export data through:

Loaders in Design Integrations for only general ledger and custom accounts.
customrReportValues and exportData APIs.

At this time, we show plan data during actuals overlay periods when a linked account has both of these settings:

You can now import data into data entry linked accounts in the current version for cube and standard accounts.

To enable the feature for a linked account:

Go to
Modeling
.
Click:
Custom Account
.
General ledger
.
Edit a cube sheet and click
Cube Accounts
from the
Sheet Summary
page.
Select the linked account from the account list.
Click the check box for
Override links for specific version.
Complete the other fields that display.
Save.
Load or enter data.

The options remain available to use when you need it.

We postpone the intended delivery of this feature to Production. The new intended Production date is 2025-09-20.

Update published 2025-06-11.

We postpone the intended delivery of this feature to Production. The new intended Production date is 2025-06-13.

Update published 2025-05-07.

We postpone the intended delivery of this feature to Production. The new intended Production date is 2025-05-09.

Update published 2025-01-27.

We update the

Changes

and

Coming Soon

fields to indicate you can now import and export data from linked cube accounts set to data entry through loaders in Design Integrations and APIs.

Update published 2025-02-08

We update the

Changes

field to include the behavior of actuals overlay for accounts with linked overrides.

Update published 2025-01-24.

We now plan to deliver this feature to Production at a later date.

Update published 2024-11-15.

We now plan to deliver this feature to Production with the 2024-12-13 service update.

Update published 2024-11-1.