Concept: Levels

Levels represent departments, profit centers, cost centers, or geographical regions. Every data point represents an intersection of levels, versions, and accounts. Changes to levels apply to all versions, even locked or hidden versions.

Level Hierarchy

The level hierarchy is the organization structure of your instance. This structure can be divisional, functional, or departmental.

The level hierarchy also determines how the account data rolls up or calculates at each level. The account settings determine the rollup calculations.

If you use Consolidation, the level hierarchy can also represent ownership of subsidiaries.

You can see the level hierarchy by going to:

Modeling > Levels

Sheets

The

Elements

tab in

Reports

Terms That Describe the Level Hierarchy

Term	Description
Parent or ancestor	Levels that hold the aggregated value of the levels that roll up to it.
Child or descendant	Levels that roll up to another level.
Siblings	Levels that share the same direct parent level.
Top-level	The ancestor of all levels in your structure. You can't change the settings of the top-level.
(Only) Levels	Workday automatically creates the (Only) level for every parent level. Example: You can use the (only level) when a parent level generates income or expenses that don't belong in any child levels. (Only) levels don't display in the level hierarchy, but they display in sheets and reports.
Leaf	Levels without child levels. In sheets, you must enter data at leaf levels.

Level Rollup Calculations

The account setting,

Level/Dimension Rollup

, indicates how data rolls up through the level hierarchy.

Account Types	Description
General ledger	Parent levels display values that sum the values of their child levels.
Custom, assumptions, cube, and modeled	You can select from several options.
Metric	The rollup level first sums the accounts that contribute to the formula and then applies the calculation of the metric account.
Consolidation	The percent of ownership and the consolidation method you select for Consolidation contributes to the calculation.

Level Settings

You can set most level settings at parent levels. Most child settings are read-only because they inherit settings from parent levels.

With level settings, you can:

Reorganize the hierarchy.

Limit the availability of levels to versions.

Create alternate level rollups or hierarchies.

You can set up level owners in the user profiles or in

Administration

Associations