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Adaptive Planning
Last Updated: 2023-06-23
Import and Export Formula Overrides

Import and Export Formula Overrides

To save you time and manual effort, we now enable you to mass import and export formula overrides for calculated accounts in the
Modeling
area.

Import Formula Overrides

Release: 2021-05-14
We update the
Import
button in the toolbar on the admin pages for:
  • Cube accounts.
  • Custom accounts.
  • General ledger accounts.
  • Metric accounts.
  • Modeled accounts.
When you select the button, we now display a drop-down list that contains:
  • A new
    Import Override Formulas
    option, enabling you to mass update and append formula overrides.
  • The
    Import Account Structure
     option.
We also deliver a new
Override Formula Import
 template, which you can download when you import formula overrides.

Export Formula Overrides

Release: 2021-05-14
We update the
Generate Printable View
button in the toolbar on the admin pages for:
  • Cube accounts.
  • Custom accounts.
  • General ledger accounts.
  • Metric accounts.
  • Modeled accounts.
When you select the button, we now display a drop-down list that contains:
  • A new
    Export Override Formulas
     option, enabling you to download all formula overrides so that you can mass review and import changes.
  • The
    Export Account Structure
     option in the new drop-down list.