Skip to main content
Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Exclude child accounts from use on sheets

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release. 

Question

I'd like to place an account on my sheet, but I can't add this without also including the sub-accounts underneath this account. Howe can I exclude the sub-accounts from being added?

accountgroup_1.png

Answer

You can exclude sub-accounts by checking the "Read Only" check-box in the Sheet Setup page for the parent account, as in the screenshot below. Please note: it would still not be possible to edit the parent accounts themselves on the sheet. The only way to place values in a parent account is through one of its children accounts.

 

accountgroup_2.png

If you would like to customize your account structure so that accounts are hidden (or set to read only) on some levels, but not others, you can do this in the "Customization for Sub-Levels" area in the Sheet Builder.

accountgroup_3.png

 

  • Was this article helpful?