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Adaptive Planning

參照︰指標科目設定

參照︰指標科目設定

科目詳細資料

欄位	說明
代碼	A unique combination of letters, numbers, and underscores. You can't use spaces or other special characters. If left blank for imports, Adaptive Planning auto-generates the code.
名稱	Displays on sheets, reports, and charts. The name doesn’t need to be unique. For words to avoid and other guidelines, see Reference: Naming Conventions Best Practices.
簡稱	Any combination of letters, numbers, and special characters. Overrides the display name of the account for dashboard charts when the account name is long.
彙總至	表示科目所屬的群組科目。當您不希望科目屬於群組時，可以選取「指標」。
依存關係	Indicates where the model references the account: Calculated Accounts : Lists accounts that refer to this account in the formula of the account settings. Shared Formulas : Lists the accounts by version and level that refer to this account with shared formulas. Cube Entries : Lists the accounts by cube sheet name that refer to this account with formulas entered on cube sheets. Other Entries : Lists the accounts by version, level, and time period that refer to this account with formulas entered on modeled and standard sheets. Rules : Lists the allocation and elimination rules that refer to this account Journal Entries Available for Cosolidation only. Lists the journal entries that refer to this account by journal entry number, version, and level. Reports : Lists the report names that refer to this account with custom calculations.

科目屬性內容

欄位	說明
包含模型中可用科目屬性內容的提示。根據實例而有所不同。	Available if your model has account attributes. Tags the account with attributes. The number of drop-down prompts match the number of account attributes available in your model.

資料類型

欄位	說明
科目時間級別	Read-only indication of the time strata intersection where data exists.
顯示為	Required. Read-only for child accounts or linked accounts. 表示資料在工作表上的顯示方式︰ Number : The data displays numerical values. Percent : The data displays as percents.
公式版本選取器	Prompt to display the default or override formula of the selected version. Read-only if the account has no default formula.
覆寫公式設定	當您選取已鎖定的版本，或啟用停用版本特定公式設定時，則為唯讀狀態。「覆寫公式」︰為選取的版本新增覆寫公式「無」︰還原為選取版本的預設公式請參閱「」 Add or Change Account Formulas and Overrides。
停用版本特定公式設定	Reverts any existing formula overrides for active versions, including locked versions, to the default formula. Doesn't change data in archived versions. Locks the Formula Version Selector and Override Formula Setting . Calculated data in locked version continues to change anytime you change the formula. Unchecked: You can add overrides per version or automatically protect data in versions that you lock.
公式/覆寫公式	當您在公式版本選取器提示中選取已鎖定的版本時，則為唯讀狀態。使用您輸入的公式計算科目值。指標科目公式會在時間、層級和維度彙總中重新計算。
小數位數	Indicates the number of decimal places for the data: Any number 0-9. Currency's precision : Follows the setting for the currency. You can use the link to review the decimal places for all your currencies.

工作表

欄位	說明
可以在值為零或空白時隱藏科目	Hides the account on sheets when all values are zero or blank.
即使值為零或空白時也不隱藏科目	Always displays the account on sheets.

資料隱私保護

欄位	說明
科目的值不公開	You can enter formulas that refer to the account on the current level and direct child levels.
科目的值僅在最上層公開	You can enter formulas on any level that refer to the top-level rollup value. You get an error if you refer to the account at any other level.
科目的值在所有層級公開	You can enter formulas that refer to the value of this account on any level.