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Adaptive Planning
Remove Dimension Values from Shared Formulas

Remove Dimension Values from Shared Formulas

  • Shared formulas that refer to the custom dimension value.
  • Security:
    Model includes: sheets, accounts, dimensions, and formulas
     permission.
You might have many reasons to remove dimension values from shared formulas. These scenarios are the most common reasons:
  • There's a shared formula for the version that refers to the dimension value and you no longer want the dimension available in that version.
  • You want to delete the dimension value and there's a dependency displayed in the
    Shared Formulas
     tab of the
    View Dependencies
     table.
  • You have shared formula errors as a result of a deleted dimension value.
  1. Select
    Formulas
     from the main menu.
  2. From the toolbar, click the arrow next to the print button and select
    Formulas of all accounts
    .
  3. to locate all references to the dimension value, use the Find function of the spreadsheet.
  4. Either delete the shared formula, leaving the cell blank, or update the formula.
  5. Save the spreadsheet.
  6. Return to
    Formulas
    .
  7. From the toolbar, click
    Import
    .
  8. Upload the saved spreadsheet using the
    Update and Append
     option.
When you're resolving dependencies, you can continue to resolve the other dependencies. When shared formulas are the only dependency, you can delete the dimension value. See Resolve View Dependencies to Delete Dimension Values.