Concept: Rollup Cells in Sheets

How Rollups Work

To change rollupvalues, you can change:

• The contributing cells and let the sheet calculate the rollup.
• The rollup and choose the breakback method to calculate the data in the contributing cells.

The breakback method determines how the value is distributed to contributing cells. The data changes in contributing cells, even if you can't see the contributing cells on the sheet, unless the cells are locked for any reason.

Rollups are based on their hierarchies in your model. Your administrator created the different hierarchies when they set up Adaptive Planning for your company:

• The time hierarchy is based on your calendar setup, most typically Month > Quarter > Year. Months contribute to the quarter rollups, which contribute to the year rollup.
• The level hierarchy is typically based on the organization of your company. Levels contribute to parent levels, which contribute to a single top-level, commonly called Total Company.
• The account hierarchies generally reflect your company's accounting books. There may be subtotals in standard sheets that add up values of accounts. Unlike account rollups, they don't follow the account hierarchy and they aren't changeable.
• Each custom dimension is a rollup. Dimension values contribute to the dimension rollup.
• Splits on standard sheets create rollups in the rows. These are data categories created on the sheet. They work like rollups, but they don't follow the structural hierarchies. 

Rollups in Columns

In modeled sheets with a time span and all standard sheets, time rollups appear in columns after the contributing cells (when visible).

In cube sheets, accounts, levels, or any custom dimensions can be in the columns. 

Rollups in Rows

In all sheets, rollups in collapsed rows are gray (read-only). Expand the row to change contributing values or the rollup. When expanded, the rollup, labeled Total, appears as the last row: 

• In standard sheets, accounts are generally down the rows.
• When you view standard sheets by level, levels are down the rows and you can't change the value of level rollups. 
• In cube sheets, you can drag time, accounts, levels and custom dimensions to the rows. These aren't always changeable.

Rollups as Filters 

When dimensions are filters, any filter with an expand arrow is a rollup. When you choose rollups, you can view, but not change the data.  When you choose a "leaf," or a filter that can't be expanded, you can change the data in the sheet. The values contribute to the rollup.