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Organize Accounts with Groups

Explains how to use groups to organize  custom, metric, assumption, cube and modeled accounts, including how to identify groups in your account list.

Audience: Administrators who manage the model. 

An account group, is a folder-like organization tool that contains accounts in the account lists, without summing the totals. 

Use groups to make it easier to find accounts when you write formulas, build sheets, or design reports and charts. Groups are available for all accounts except general ledger accounts. 

For information on entering data for an account in sheets, see Using Sheets.

Before You Begin

  • New to accounts? See Accounts Overview.
  • Required permission: Model Management > Model.
  • Additional permissions based on task: Model Management > Structure Import or Model Management > Assumptions.
  • You cannot create groups for general ledger accounts.

How You Get There

Get to Custom, Metric, or Assumption Accounts

Navigation Icon5.png To get to your accounts, click  and Modeling. In the Accounts menu, choose, Custom Accounts, Metric Accounts or Assumptions.

From here, create new groups, locate and edit existing groups, or move accounts to new groups.

Get to Cube or Modeled Accounts

Navigation Icon5.png From the nav menu, click Modeling. From the Sheets menu, select either Level-Assigned Sheets or User-Assigned Sheets. Click the Edit link next to the cube or modeled sheet. Click the Cube Account link or the Modeled Account link.  

Identify Groups

Identify Groups in the Account Hierarchy

Both groups and rollup accounts expand to reveal child accounts. To tell the difference, review the Account Details pane: Groups do not have codes, types, and many other fields.

Best Practice: Add "Group" to the Name of the group. Ex: Accounts Payable Group.

1 Accounts Receivable has limited fields. It's a group.

2 Average Daily Sales is a rollup account. Code and Type, for example, indicate that it holds values and also can be used in formulas.

Groups and Rollups in Model Account Lists

Identify Groups on Sheets

On sheets:

1 Collapsed groups, like Accounts Receivable and Accounts Payable show no data.

2 Collapsed rollup accounts, like Average Daily Sales show totals.

Groups and rollups in sheets

Identify Groups in Formula Assistant

In Formula Assistant, you see the account groups in the lists, but you can't use them in the formulas. Instead, expand the account group to see accounts organized within it. 

Create Groups 

  1. Click Create New Group Create Group
  2. Complete the settings and fields in the Account Details pane. For the Rolls up to drop-down, select either the root account (labeled Metric, Custom, or Assumption) or another account group. Group accounts cannot roll up to accounts. Groups can roll up to the root of custom, metric, and assumption, or any other group. 
  3. Click Save adminSaveDetail.png.

Another option: Import new groups or updates to make bulk changes. 

Move Accounts or Groups to Different Groups

  1. Highlight the account or group you want to move.
  2. For the Rolls up to drop-down, select the new group.
  3. Click Save adminSaveDetail.png.

Delete Account Groups

When you delete a group, you also delete the group's child accounts and all their data. To avoid this, edit the Rolls up to setting of each child account so it rolls up to a different account or group.

Highlight the group to delete and click Delete Delete.

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