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

Metric Accounts Fields and Settings

Describes the account settings for metric accounts.

 Audience: Administrators who manage the model.

A metric account holds a formula that calculates ratios and metrics. Metric accounts pull data from other accounts. For example, Gross Margin % is a metric account that uses a formula based on the values in the Gross Margin and Revenue accounts.  

To learn more about accounts, see the Accounts guide. For step-by-step instructions, see Add and Edit Accounts.

Account Details Section 

Field Description
Code

Required. No default.

Identifies a unique numerical code for the account. Appears in formulas. Enter a unique combination of letters and numbers. You can use underscores but not spaces or other special characters. If left blank for imports, Adaptive auto-generates the code based on the account name. 

Name

Required. No default.

Identifies the name of the account as it to appears on sheets, reports, and charts. Enter any combination of characters, spaces, and special characters. The account name does not need to be unique.

Short Name

Optional. No default.

Identifies the name of the account as it appears on Discovery charts. Use if the account name is long. Enter any combination of letters, numbers, and special characters.

Rolls up to

Required. Metric accounts  don't have rollup accounts. They roll up to the Metric root or to groups that you create. Default: the group highlighted when you select Create New Account.

Indicates the parent account of the account you're editing. Choose a rollup account. See Account Overview for information about rollup accounts and Reorganize Account Structure for information on how to re-parent an account.

Description

Optional. No default.

Describes the account. Enter any combination of letters, numbers, special characters and spaces.

Dependencies

Shows how the account is used throughout the model in calculated accounts, shared formulas, cube entries, other entries, rules, journal entries and reports. Select View Dependencies and browse through the tabs.

Account Attributes Section

Optional. Only available if your model has account attributes. No default.

Tags the account you're editing with account attributes. The number of drop-downs match the number of account attributes available. Select an attribute value from any or each of the drop-downs. 

Data Type Section

Field Description
Account Time Stratum

Read-only.

Shows how sheets display time for this account. Based on the default time stratum in your instance's calendar setup. Most commonly, this is months, but it might be weeks or days.

Display As 

 

Required. Read-only for child accounts or accounts with Link for Type. Default: Number or whatever was chosen for the rollup account.

Sets how the data of this account appears on sheets and on reports. Choose:

  • Number: Displays a numerical value.
  • Percent: Displays a percent (90%).
Formula 

Required. No default.

Assigns a default shared formula to the account for each level in your default planning version. On sheets, you can override the values calculated by the shared formula with formulas entered in the sheet  or data entered in the sheet. 

Metric account formulas recalculate in time, level, and dimension rollups.

See Formulas for more information.

Decimal Places

 

Required. Default: 0.

 

Indicates the number of decimal places for the data. Select any number between 0-9 or choose Currency's precision to follow the setting for the currency. 

To see the decimal place settings for all the currencies, choose Currency's precision from the drop-down and select the View Precision link.

 

Sheets Section

Field Description
Suppress on sheets

Required. Default: Account may be suppressed when zero or blank.

Determines if the account appears on sheets if all its cells have zeros and/or blanks. Choose:

  • Account may be suppressed when zero or blank
  • Account will not be suppressed even when zero or blank

 

Data Privacy Section

Field Description
Data Privacy

Required.

Restricts how formulas can use the account's data by level. Choose:

  • Value of account is private (default): Formulas refers only to the account value on the current level and direct sub-levels. 
  • Value of account is public at top level only: Formulas on any level can refer to the top level rollup value. You get an error if you refer to the account's value at any other level.
  • Value of account is public at all levels: Formulas can refer to the value of this account on any level.

 

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