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Knowledge and Support - Adaptive Insights

Can I Export Formulas?

Question

Is there a way to export all of the formulas in my model at once?

Answer

With current functionality, there is not a single report or export that can be run to export all formulas in your model at one time. However, you can get a snapshot of formulas by using the following practices:

GL and Custom Accounts 

  • Standard Accounts - In a sheet, select a group of cells and cut and paste into Excel – this will bring over the formulas rather than the data.  Note that formulas can vary by Version and Level, there is no single location that has all of the GL/Custom formulas.
  • Linked Accounts – Navigate to Modeling > GL or Custom Accounts > select Printable View – this shows the Modeled or Cube account sources for the GL/Custom accounts.

Metric Accounts

  • Go to Modeling > Metric Accounts > select Printable View – the Excel file will show the formulas for all Metric accounts.

Cube Accounts

  • Display the sheet so all accounts display as rows.  Select the calculated accounts and cut and paste into Excel.  This will bring over the formulas rather than the data.

Modeled Accounts

  • Display the modeled accounts in a standard sheet.  Select the accounts and cut and paste into Excel.  This will bring over the formulas rather than the data.
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