Data Changes in View by Level Mode
This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.
Question
Why does data change for my sheet
when I switch to view by level
?Answer
When you view by level, accounts
that are set to Display as Currency
are converted through the currencies in the
level tree as they roll up to the top level currency (e.g. Corporate currency).For
example: Let's say we have the structure below and we have an account with $100 USD
in the Grandchild level.
- Top level - EUR
- Child level - CAD
- Grandchild level - USD
The account with a value of $100 USD in the Grandchild level will roll
up to the Child level using the
USD to CAD
exchange rate. Then, the value
would roll up to the Top level using the CAD to EUR
exchange rate. When
switching to view by level
on a Standard sheet, each local level will convert
to EUR.