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Adaptive Planning
Last Updated: 2023-06-23
Linked Accounts

Linked Accounts

With this release, we update linked accounts to provide greater flexibility and to support cube sheets for multi-dimensional profit and loss (P&L).
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 6m 48s

We only provide these new capabilities in the account administration pages of Modeling. We do not update related APIs, spreadsheet imports, or the import templates.

Link to Multiple Source Accounts

Release: 2021-05-14
You can now add multiple source accounts to linked accounts. This enables you to combine data gathered from multiple sheets, simplifying your account hierarchies.
To support adding multiple source accounts, we remove the
Links To
 prompts in the
Account Details
 section. Instead, we deliver a new field that enables you to easily maintain a list of source accounts.
Also, we now enable you to:
  • Add or change a filter for a source account when you add a new link or when you select a source account in the new field.
  • View link filters for a source account when you select a source account in the new field.
See:
Links to multiple source accounts are not supported on NetSuite Basic (OEM) enabled instances.

Flip the Sign of Source Data

Release: 2021-05-14
On linked accounts, we add a new
Change Sign +/-
check box for linked account sources in the
Account Details
 section, enabling you to change between credits and debits for the destination account.
You can use the
Change Signs +/-
check box when you:
  • Add a new source account.
  • Select the account in the new Links To field.
Example: You plan for an accumulated depreciation account as a positive value in a modeled sheet. In the general ledger account that you link to the modeled account, you can use the Change Signs +/- check box to pull the modeled sheet data into the general ledger account as a negative.
See .

Cube Entered Account Links

Release: 2021-05-14
We now enable you to add linked general ledger and custom accounts to cube sheets. In the settings for the general ledger and custom accounts, you can now select both of these options:
  • Cube
    for the
    Data Entry Sheet Type
     setting.
  • Link
    for the
    Type
    setting.
Also, you can now use the
Link
type for general ledger and custom accounts that you previously added to cube sheets. This enables you to change general ledger or custom accounts into link accounts in the cube sheet account settings.
We also automatically update your cube sheet account settings with the same settings you configure for linked accounts, enabling you to:
  • Add a dimension tag.
  • Create the links to source accounts.
  • Filter the links by dimensions.
See:

Apply Dimension Values to Linked Accounts

Release: 2021-05-14
Workday now enables you to add a dimension value to a linked account and apply that value to the linked data. You can select the dimension value for a linked account in the Account Details section. This increases flexibility by enabling you to apply dimensionality to uncategorized linked data.
See: