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Adaptive Planning
Create Calculated Accounts for Modeled Sheets

Create Calculated Accounts for Modeled Sheets

In general, you can import your modeled account structure. Calculated accounts in modeled sheets calculate and store data based on the rows. Unless you also add the account as a display column to the sheet, you won't see the calculations on the sheet. Instead, you see the calculations when you explore the row details, or in reports and dashboards.
  1. From the
    Sheet Summary
    , click
    Modeled Accounts
    .
  2. From the toolbar, click
    Create New Calculated Account
    .
  3. Complete the
    Account Details
     section:
    选项 描述
    Code
    Enter a unique code. We append the code to the sheet code.
    Name
    Type
    Select:
    • Periodic
      : The amount entered in each month represents activity in the month.
    • Cumulative
      : The amount entered in each month represents the balance in the account at the end of the month.
    • Spread
      : Distribute the amounts of the selected source account across multiple time periods in the calculated account. When you select
      Spread
      , more fields display. See Refer to Spread Lookups from a Calculated Account.
  4. (Optional) In the
    Account Attributes
     section, select the attribute values that you want to associate with the account.
  5. Complete the
    Data Type
     section.
    选项 描述
    Account Time Stratum
    We lock the field. To change the setting, see Change Sheet Properties of Modeled Sheets.
    Display As
    Select:
    • Currency
      : Converts to the currency of the level. Select when your model converts currencies at different levels.
    • Number
      : Displays a numerical value.
    • Percent
      : Displays a percent.
    Formula Version Selector
    Locked until you add a
    Formula
     and save the account. After you save, you can select a version from the drop-down and add an override formula for the specific version. See Add or Change Account Formulas and Overrides.
    Override Formula Setting
    Locked until you add a
    Formula
     and save the account. After you save, you can select:
    • None
      : Use the default formula.
    • Override Formula
      : Add a different formula for the selected version.
    Disable version-specific formula setting
    Keep the check box cleared so you can add overrides per version. This option also automatically protects calculated data in versions that you lock.
    Select the check box to:
    • Revert any existing formula overrides for all live versions, including locked versions, to the default formula.
    • Lock the
      Formula Version Selector
       and
      Override Formula Setting
      .
    • Change the calculated data in locked version anytime you change the
      Formula
       field.
    Archiving versions still saves the calculated value, regardless of this option.
    Formula
    Enter a formula. You can use the
    Formula Assistant
     link to get help. You can also refer to the ROW, or the column code in your formula.
    Decimal Places
    Indicate how many places you want to display after the decimal point:
    • Enter any number between 0-9.
    • Select
      Currency's precision
       to follow the setting for the currency. You can use the link to review the decimal places for all your currencies.
  6. Select a
    Data Privacy
     option.
    To change
    Contains salary detail
    , change the sheet properties. See Change Sheet Properties of Modeled Sheets.