Reference: Linked Accounts Compared to Shared Formulas and Calculated Accounts
Linked accounts, calculated accounts, and shared formulas bring data from 1 or more accounts into another. Review this table to help you decide which option to use for the account:
Goal | Shared Formula | Default Formula | Linked Account |
|---|---|---|---|
Populate account with the data of another account | Yes | Yes | Yes |
Use same data for all levels and versions | Possible, but not the ideal tool for this outcome. | Yes | Yes |
Increase performance | No | No | Yes |
Add further calculations to the populated data. Example: Multiply an account by another number or another account. | Yes | Yes | No |
Use the data from more than 1 account | Yes | Yes | Yes |
Provide optional access to dimensions in formulas and reports | No | No | Yes |
Use different formulas or links for different levels | Yes | No | No |
Use different formulas or links for different versions | Yes | Yes, with the formula override option. | Yes, with the link override option. |
Enable end users to override the formula or link | Yes | Yes, with the data override option. | Yes, with the link override option. |