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Changing Formula Logic For Different Types Of Accounts

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

Question

How do I change Formula logic for different types of accounts and what happens when the changes are made?

Answer

Account Types Hint
Standard Accoutns (GL and Custom) If you are changing formula logic in standard accounts (GL or Custom accounts), the most efficient way is through the formulas tab. The formulas entered on the formulas tab are version specific. Be sure that you have the correct version selected prior to updating the formulas.
Metric Accounts Metric account formulas apply to all versions and all plans within the model. When  you update the formula in a Metric account, the formula logic will apply across all versions. If you need to change the calculation, but you do not want to change the formula for historical versions, create a new account and update your reports and/formulas in the current version to refer to/include the new account.
Cube Accounts

Calculation: These formulas apply to all versions and all plans within the model. When you update the formula in a Calculation Cube account, the formula logic will apply across all versions. If you need to update the logic, but need to retain calculations in historical version, create a new account and update your reports/formulas in the current version to reference this  new account.

Standard: The data and formulas in Standard Cube accounts can vary from version to version. This data (values or formulas) can be updated on the sheets directly or it can be imported to the cube sheet.

An export of the cube sheet can double as an import template.
 

Modeled Accounts

Calculated Accounts: The formula logic in the calculated accounts spans all versions. If you need to update the formula logic used in a Calculated Modeled account, but need to retain the old formula for historical versions, create a new account or a new sheet.

Timespan Line: The data input or data imported to a sheet, whether values or formulas, can vary from version to version. You can update the data directly in a sheet or via import.

 

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