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Levels Overview

Introduces general information about Adaptive Insights levels, or your organizational structure.

Audience: Administrators who manage the model. 

Levels are the organizational structures of your business. For example, 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.

Levels in the Hierarchy

  • The level hierarchy is the organization structure of your instance. This can be divisional, functional, or departmental.
  • The level hierarchy determines how the account data rolls up or calculates at each level. Rollup calculations for levels are set in the account settings of each account.
  • If you see an arrow, it's a parent level. Click the arrow to see the child levels.

The chart shows the relationships between levels and the terms used to describe levels. The hierarchy determines the way data aggregates at each level. In the example, the G&A  level is the sum its departments, Finance, Human Resources, Legal, and IT.  If you use consolidation, the level hierarchy also represents ownership of subsidiaries. Total Company owns Company A

level anatomy chart

Parent/Child and Generation/Descendent Levels

Total Company and the green levels, G&A, Development, and Sales have a generation/descendent relationship. G&A  and the gray levels, Finance, Human Resources, Legal, and IT have a parent/child relationship. Parent levels are also called rollup levels because they hold aggregate values of their child levels. Child levels are also called sub-levels. Sibling levels are on the same plane in the hierarchy. The sibling levels have the same colors in the chart.

When you reparent a level, you change a level's parent level. When you parent a level, you make a level a parent. For example, you can reparent IT so it rolls up to Development.

Top Level

Every instance has a top level that aggregates all data of all the levels. For example, the top level is Total Company. You can't change many of the top level settings. See  Create, Edit, or Clone Levels

(Only) Levels

Adaptive Insights automatically creates the (Only) level for every parent level. Together with the child levels, (Only) levels roll up for the parent. The (Only) levels don't show up in the level hierarchy, but they show up in sheets and reports. The image shows the level drop-down in sheets:

Only levels in the sheet level selector.png

Common use cases for the (Only) level:

  • Data cannot be distributed into child account. For example, use G&A (Only) to enter data that doesn't fit into G&A's child levels . 
  • For subsidiary hierarchies. For example, report on Company A's (Only) level to view its performance independent of subsidiaries.

Leaf Levels

A leaf level is a level without child levels. G&A isn't a leaf level. Human Resources is. Every (Only) level is a leaf level. To enter data on sheets, you must be viewing a leaf level. You select it from the level drop-down, shown above.

Where to See the Level Hierarchy

Go to Modeling > Levels:

Level Rollups

Go to Sheets. Levels appear in the level drop-down: 

Level drop-down in sheets

Or in the sheet rows:

Levels in the rows of sheets

Go to Reports. Edit or create a report. From the elements tab, expand the Levels:

Levels in Reports.png

Level Roll Up Calculations 

For each account, use the Level/Dimension Rollup setting to choose how data rolls up through the level hierarchy: 

Level rollup setting in accounts

Account Types Available Level Rollup Calculations 
General ledger Sum 
Custom, assumptions, cube, and modeled Your choice: Non-blank average, weighted average, or a text field where no rollup calculation applies.
Metric The rollup level first sums the accounts that contribute to the formula and then applies the metric's calculation. 
Consolidation The percent of ownership and the consolidation method you choose contribute to the calculation.

Level  Settings

Most level settings are set at the parent level. Most child settings are inherited from the parent and are read-only.  

With level settings:

See Create or Edit Levels for information on all the settings.

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