FAQ: Level Modifiers for Formulas

The account reference that you're modifying has a private Data Privacy Setting. Try this:

Select
Modeling
from the main menu.
Click the account hierarchy. Example: Click
General Ledger Accounts
.
Select the account from the account list.
In the
Details
section, find the
Data Privacy Setting
:
Value of account is private
: You can't use level modifiers for the account.
Value of account is public at top level only
: You can only modify the account with the top level or
this
.
Value of account is public at all levels
: You can modify the account with any level modifier.

You can accomplish this 3 ways:

Parent level modifiers.
Level attribute modifiers.
Separate level modifiers.

The formula modifier must reference the level code with a (+):
level = <parent_code> (+)
.
The level must be a parent level. When you reference the level codes of levels that don't have child accounts, we ignore the (+).
If you're using
level = this (+)
, replace with
level = <parent code> (+)
.
level = this (+)
is only valid for formulas at the (only) level of the same parent. Example: To reference Sales parent level, you can enter
level = this (+)
when you're at the Sales (only) level. Otherwise, you must enter
level = sales (+)
.

Although you can reference the parent level code without the (+), you will get unexpected results in the related (only) level of the parent. Without (+), we don't return the rollup value in the (only) level of the same parent. Example: Level = Sales at the the Sales (Only) level returns the value of the Sales (Only) level instead of the Sales rollup value.