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Metric Account Rollup Behavior


What is the difference between a Metric Account and a Custom Account? What would be the use case for a Metric Account?


Metric accounts are especially useful for financial ratios due to the unique way in which they roll up data. A Metric account does not sum as it rolls up the organization structure or in time rollups (such as Qtr or FY). The Metric account will re-evaluate in every rollup period.

Sheet Example

For example, we have a formula=div(ACCT.A ,ACCT.B)

In Jan, Feb, and Mar ACCT.A = 1and in the same time periodsACCT.B = 2.

  1. For a Custom account, the quarter will sum the evaluation in each individual month:
  • Jan = 1/2, Feb = 1/2 , Mar = 1/2
  • Q1= .5+.5+.5 = 1.5
  1. For a Metric account it will run the evaluation in the Q1 rollup separately, taking the values in each month combined for both accounts and then running the calculation:
  • Jan = 1/2, Feb = 1/2, Mar = 1/2
  • Q1 =  ACCT.A Value in Q1 / ACCT.B Value in Q1 = 1+1+1 / 2+2+2 = 3 / 6 = .5

If you need the rollups to sum instead, you should be able to use a Custom account to hold your formula.

Report Example

The same would apply for Matrix reports. A metric account will re-evaluate depending on what elements have been applied to the report.

For example, we have a formula =div(ACCT.A[Product=this],ACCT.B[Product=this]).

We place three products in the filter of the report: Product X, Product Y, Product Z.

Account A has a value of 1 in each Product X, Y, and Z. Account B has a value of 2 in each Product X, Y, and Z.

  1. For a non-Metric account (Custom, GL, Standard Cube, modeled), the evaluation will run for each product individually and return the sum of all three
    • The evaluation for Product X = A/B = 1/2 = .5
    • The evaluation for Product Y = A/B = 1/2 = .5
    • The evaluation for Product Z = A/B = 1/2 = .5
    • Total = .5+.5+.5 = 1.5
  1. For a Metric account it will sum both accounts in each product and then perform the division
    • The evaluation for Account A, for each product (X, Y, and Z) is 1+1+1 = 3
    • The evaluation for Account B, for each product (X, Y, and Z) is 2+2+2 = 6
    • The formula is then run, taking div(A,B) = 3/6 = .5
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