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Adaptive Planning

Reference: Settings for Metric Accounts

Reference: Settings for Metric Accounts

Account Details

Field	Description
Code	A unique combination of letters, numbers, and underscores. You can't use spaces or other special characters. If left blank for imports, Adaptive Planning auto-generates the code.
Name	Displays on sheets, reports, and charts. The name doesn’t need to be unique. For words to avoid and other guidelines, see Reference: Naming Conventions Best Practices.
Short Name	Any combination of letters, numbers, and special characters. Overrides the display name of the account for dashboard charts when the account name is long.
Rolls up to	Indicates the group account that holds the account. You can select Metric when you don't want the account to belong to a group.
Dependencies	Indicates where the model references the account: Calculated Accounts : Lists accounts that refer to this account in the formula of the account settings. Shared Formulas : Lists the accounts by version and level that refer to this account with shared formulas. Cube Entries : Lists the accounts by cube sheet name that refer to this account with formulas entered on cube sheets. Other Entries : Lists the accounts by version, level, and time period that refer to this account with formulas entered on modeled and standard sheets. Rules : Lists the allocation and elimination rules that refer to this account Journal Entries Available for Cosolidation only. Lists the journal entries that refer to this account by journal entry number, version, and level. Reports : Lists the report names that refer to this account with custom calculations.

Account Attributes

Field	Description
Prompts with the account attributes available in your model. Varies per instance.	Available if your model has account attributes. Tags the account with attributes. The number of drop-down prompts match the number of account attributes available in your model.

Data Type

Field	Description
Account Time Stratum	Read-only indication of the time strata intersection where data exists.
Display As	Required. Read-only for child accounts or linked accounts. Indicates how the data displays on sheets: Number : The data displays numerical values. Percent : The data displays as percents.
Formula Version Selector	Prompt to display the default or override formula of the selected version. Read-only if the account has no default formula.
Override Formula Setting	Read-only when you select a locked version or when you enable the Disable Version-Specific Formula Setting . Override Formula : Adds an override formula for the selected version. None : Reverts to the default formula for the selected version. See Add or Change Account Formulas and Overrides.
Disable Version-Specific Formula Setting	Reverts any existing formula overrides for active versions, including locked versions, to the default formula. Doesn't change data in archived versions. Locks the Formula Version Selector and Override Formula Setting . Calculated data in locked version continues to change anytime you change the formula. Unchecked: You can add overrides per version or automatically protect data in versions that you lock.
Formula/Override Formula	Read-only when you select a locked version from the Formula Version Selector prompt. Calculates the value of the account with the formula that you enter. Metric account formulas recalculate in time, level, and dimension rollups.
Decimal Places	Indicates the number of decimal places for the data: Any number 0-9. Currency's precision : Follows the setting for the currency. You can use the link to review the decimal places for all your currencies.

Sheets

Field	Description
Account may be suppressed when zero or blank	Hides the account on sheets when all values are zero or blank.
Account will not be suppressed even when zero or blank	Always displays the account on sheets.

Data Privacy

Field	Description
Value of account is private	You can enter formulas that refer to the account on the current level and direct child levels.
Value of account is public at top level only	You can enter formulas on any level that refer to the top-level rollup value. You get an error if you refer to the account at any other level.
Value of account is public at all levels	You can enter formulas that refer to the value of this account on any level.