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Knowledge and Support - Adaptive Insights

Managing Accounts

Accounts in Adaptive Planning and Consolidation hold data, such as values and formulas. General Ledger accounts are the most common type of account. Adaptive Planning supports additional account types, including modeled, metric, custom, cube,  and assump­tions.

Administrators set up accounts and populate them with using sheets or by importing. Like levels, accounts are organized in a hierarchy and roll up that hier­archy to the top.

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