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Adaptive Planning
Last Updated: 2023-06-23
Reference: Shared Formula Toolbar

Reference: Shared Formula Toolbar

Option
Description
Delete Formula
Removes calculated values from the intersection at the selected levels, account, and version. Replaces with blank cells.
Remove user edits
Removes user edits from the selected levels and reverts data to the calculated value of the shared formula.
Drop-down prompt (unlabeled)
Provides a list of general ledger and custom accounts. Select the account to change or create shared formulas.
Formulas of the selected account
Exports shared formulas to an Excel file. You can make changes to the file and import for faster updates. Click the arrow next to the button and select:
  • Formulas of the selected account
    : Downloads the formulas for all the levels of the selected account and version.
  • Formulas of all accounts
    : Downloads the formulas for all accounts and levels in the entire version.
Import Shared Formula
Imports bulk updates and provides a link to the blank import template.