FAQ: Parent and Rollup Accounts

When you add the only child, the data moves from the parent to the child.
When you delete the only child, the data moves from the child to the parent.
When you add a new child to a parent that already has child accounts, nothing happens to the data.
When you delete 1 of many child accounts, you also delete only the data in the deleted child account. This deleted data naturally changes the rollup value in the parent account.

Accounts don't display in the

Rolls up to

drop-down list until they have at least 1 child account. To get the account to display, add a dummy account as the child.

A disabled

Rolls up to

option, or 1 that has

None

means that they account is a general ledger root. You can't change how these accounts roll up in the general ledger structure. To move the data to another account, you can change the

Rolls up to

option for all the child accounts. When the account that you want to move doesn't have child accounts, you can create a child account for it. The data automatically moves to the new child. Then change the

Rolls up to

account for the child account.

The

Start expanded

field is an account setting that sets the initial view for all users for the first time that they open a sheet. After a user saves the sheet, their own default view overrides the initial view. Example: You set the Revenue account to start expanded. The first time the user opens the sheet, Revenue is expanded. The user collapses the Revenue account and saves the sheet. The next time the user opens the sheet, Revenue is collapsed.

When you imported the account structure, you entered

No

in the

Actuals

column for the parent account, while keeping at least 1 of the child accounts enabled for actuals. In this case, the parent account still totals the actuals data, but it displays with black fonts.

Select
Modeling
from the main menu.
Click the account hierarchy that holds the parent account.
From the toolbar, click
Export account structure
.
Open the Excel file and find the parent account.
In the
Actuals
column, enter
Enabled
for the parent account and save.
Return to account hierarchy and click
Import account structure
.
Click
Update and append
and select the saved file.

Metric accounts don't sum at the level and time rollups. Instead, metric accounts re-evaluate.

When you need rollups to take the average, you can use custom accounts instead of metric accounts. Check the data in the rollups to ensure that they display as expected.