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Adaptive Planning
Last Updated: 2023-06-23
FAQ: Level Modifiers for Formulas

FAQ: Level Modifiers for Formulas

Why are there no levels in the level drop-down prompt in Formula Assistant?
The account reference that you're modifying has a private Data Privacy Setting. Try this:
Security:
Model includes sheets, accounts, dimensions, and formulas
 permission.
  1. Select
    Modeling
    from the main menu.
  2. Click the account hierarchy. Example: Click
    General Ledger Accounts
    .
  3. Select the account from the account list.
  4. In the
    Details
    section, find the
    Data Privacy Setting
    :
    • Value of account is private
      : You can't use level modifiers for the account.
    • Value of account is public at top level only
      : You can only modify the account with the top level or
      this
      .
    • Value of account is public at all levels
      : You can modify the account with any level modifier.
How can I use level modifiers to pull the total value of several levels?
You can accomplish this 3 ways:
  • Parent level modifiers.
  • Level attribute modifiers.
  • Separate level modifiers.
The examples in the table use this level hierarchy and these values for ACCT.02:
Level [code]
Jan 2025
- Sales [sales]
Sales-North [SN]
50,000
Sales-South [SS]
100,000
Sales (only) [N/A]
20,000
Total
170,000
Method
Example
Parent Level Modifier
ACCT.02 [level = Sales]
Returns: 170,000.
Attribute Modifier
Your model has an attribute called
Region
with values
East
and
West
. Sales-North and Sales-South are tagged with
West
.
ACCT.02 [region = west]
Returns: 150,000.
Separate level modifiers
ACCT.02 [level = SN] + ACCT.02 [level = Sales (-)]
Returns: 70,000
Why isn't my level modifier pulling the rollup value?
  • The formula modifier must reference the level code with a (+):
    level = <parent_code> (+)
    .
  • The level must be a parent level. When you reference the level codes of levels that don't have child accounts, we ignore the (+).
  • If you're using
    level = this (+)
    , replace with
    level = <parent code> (+)
    .
    level = this (+)
     is only valid for formulas at the (only) level of the same parent. Example: To reference Sales parent level, you can enter
    level = this (+)
    when you're at the Sales (only) level. Otherwise, you must enter
    level = sales (+)
    .
When should I add (+) to the parent code modifier?
Although you can reference the parent level code without the (+), you will get unexpected results in the related (only) level of the parent. Without (+), we don't return the rollup value in the (only) level of the same parent. Example: Level = Sales at the the Sales (Only) level returns the value of the Sales (Only) level instead of the Sales rollup value.
For this reason, it's especially necessary to add the (+) when you're entering default formulas for accounts because they're valid across all levels, which would include the (only) levels. In Formula Assistant, we automatically add the (+) when you select parent level modifiers to avoid issues.