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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Interface Tour for Accounts

Introduces administrators to the accounts interface for general ledger, custom, metric, assumptions, modeled, and cube accounts.

Audience: Administrators who manage the model.

Before You Begin

  • See Accounts Overview if you're new to accounts.
  • Required permissions: Model Management Access > Model.
  • Additional permissions: Model Management > Assumptions for assumption accounts or Model Management > Import Structure.

How You Get There

Get to GL, Custom, Metric, and Assumption Accounts

Navigation Icon5.png From the nav menu, select Modeling. From the Accounts menu, select: General Ledger Accounts, Custom Accounts, Metric Accounts, or Assumptions.

 Use the Account drop-down to switch between general ledger, custom, metric, and assumptions accounts. 

Toggle Account Drop-down

Get to Cube and Modeled Accounts

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

Accounts Interface

All the accounts (general ledger, custom, metric, assumption, cube, and modeled) have the same general interface: 

Accounts Interface

 Account Hierarchy List

The account list is on the left side of the page: 

1 Toolbar: The buttons change based on the account type.

2 Accounts tab:

  • Browse and expand the list.
  • Right-click on the list to cut and paste or drag and drop accounts within the account hierarchy. See Reorganize Account Structure.

3 Search tab: Find accounts with keywords. 

Account Detail

The Account Detail pane: Manage the account settings of the account you highlight in the account list. 

4 Toolbar: Save or cancel changes, and expand or collapse the sections.

5  Settings and Fields: Choose setting to change the account's behavior, data, visibility, and roll up logic. These fields change for each account type. 

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