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Knowledge and Support - Adaptive Insights

How to influence values affected by Consolidation Percentages


How can I prevent certain accounts from being affected by consolidation percentages?


Consolidation Percentages are set on a level by level basis, and they will affect the values of all GL and Custom accounts. Specifically, when a level has a consolidations percentage assigned to it, all values from custom accounts will be modified by that percentage when rolling up to the parent level (as shown below).

There are two things that can be done to allow values to be independent from consolidation rules:

1. Use a metric account

Metric accounts ignore consolidation percentages by design.

2. Use a formula on the parent's (Only) level to extract the rest of the data.

Direct references to lower levels in formulas also bypass consolidation percentages by design. In this way, a formula can explicitly "add back" the missing amount of the of he value at the parent level.

For example, if a consolidation percentage for a sub-level is 50%, a formula such as =ACCT.Example[level=LowerLevelName]*0.5 can be placed at the parent's (Only) level. This will allow the consolidated numbers to flow through from that level upward.