Reference: Level Modifiers for Formulas

Definition of Level Modifier

Syntax in Documentation

We use capital letters in parenthesis, like (N), or text inside chevrons, like <account_code>, to indicate variables. You must replace the variables with valid constants, account references, or formula expressions.
We use commas to separate terms, according to the standard of many countries. If your browser uses commas as decimal points, you must separate the terms with semicolons.
We add spaces to make the formulas readable, although they're not necessary. You can also add spaces or leave them out of your formulas.
We capitalize functions, such as Divf, and use all caps for elements, like ACCT, but formulas aren't case sensitive.

Limitations of Level Modifiers

Adaptive Planning sheets display an error for valid formulas when you:
Modify by levels that you can’t access due to access rules.
Add level modifiers to an account reference that has a private
Data Privacy Setting
. Example: In the settings for ACCT.001, the
Data Privacy Setting
must be
Value of Account is Public at all Levels
for this formula to be valid: ACCT.001 [level = level_code]. See Concept: Data Privacy Setting for Accounts.
Reference level codes that use restricted words. See Reference: Best Practices for Codes and Names of Metadata.
Reference a level that isn't available in the current version availability. See Change Level Availability.
We won’t apply level modifiers to assumption accounts because assumption accounts have the same value for all levels.
Level modifiers can’t be applied to ROW references in modeled sheets because the ROW must reference the level in the row. However you can modify a modeled account with level modifiers from another sheet.

Best Practices for

level (+)

and

level (-)

To reference parent levels, always use
level = <parent_code> (+)
.
To reference (only) levels, always use
level = <parent_code> (-)
.
Avoid
level = this (+)
. It is only valid for formulas at the (only) level of the same parent. Instead replace with
level = <parent_code> (+)
.
Avoid
level = <parent_code>
although it is valid in most cases. Dropping the (+) from the parent rollup returns the (only) level values instead of the rollup values at the the related (only) level.
Never use
level = this (-)
for any reason.

Syntax and Examples of Level Modifiers