Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2023-06-23
Calculated Accounts for Adaptive Planning

Calculated Accounts for Adaptive Planning

With 2021R1, we offer more flexibility for calculated accounts, enabling you to fine-tune account data for each version. You can set versions to use default formulas, override formulas, or data entry.
Also, you can now override the formulas of calculated accounts so that users can enter or import data for specific versions without affecting the calculations for other versions.
Watch the video:
 4m 9s

Data Entry Override Setting

Release: 2021-03-12
In account settings, we provide a new
Data Entry
 formula override setting. You can use the new setting to remove the calculations from the account, enabling you to either import data or enter data in sheets for specific versions without affecting locked versions.
You can use the new setting for:
  • Calculated cube accounts.
  • Custom accounts with formulas.
  • General ledger accounts with master formulas.

Disable Formula Override Setting

Release: 2021-03-12
We add a new Disable Version-Specific Formula Setting check box in account settings, enabling you to quickly delete the override formulas for the account. This enables the account to use the default formula for all versions instead, including locked versions.

Copy All Override Formulas for Clone Versions

Release: 2021-03-12
In version settings, we deliver a new Copy All Override Formulas check box when you clone versions. This enables you to indicate if you want to copy all the overrides or only the default formulas.

Rename Version Setting

Release: 2021-03-12
When you create new plan versions, we rename the Copy Formulas and Rules check box on the New Version Options section in the version settings to Copy Shared Formula and Rules. This makes it easier to differentiate the check box from the Copy All Override Formulas check box.

Data Entry Overrides through Planning Data Loaders

Release: 2021-05-14
We now enable you to map and load data into calculated accounts with data entry override using Planning Data Loaders.
Note: You must import data to your calculated accounts in the version specified for data entry overrides. If not, the import fails.

Add Formulas to Cube-Entered Accounts

Release: 2021-05-14
We update the cube account administrator page. You can now take these actions for cube-entered custom and general ledger accounts:
  • Add formulas on the accounts.
  • Create formula and data entry overrides on the accounts.
You must first add the account to the cube sheet before adding the formula.