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Metric Account Rollup Behavior

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

Question

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

Answer

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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