Contains preview content for the upcoming 2019.3 release.
Audience: Administrators who manage the model.
Levels are the organizational structures of your business. For example, levels represent departments, profit centers, cost centers, or geographical regions.
Every data point represents an intersection of levels, versions, and accounts. Changes to levels apply to all versions, even locked or hidden versions.
Levels in the Hierarchy
- The level hierarchy is the organization structure of your instance. This can be divisional, functional, or departmental.
- The level hierarchy determines how the account data rolls up or calculates at each level. Rollup calculations for levels are set in the account settings of each account.
- If you see an arrow, it's a parent level. Select the arrow to see the child levels.
The chart shows the relationships between levels and the terms used to describe levels. The hierarchy determines the way data aggregates at each level. In the example, the G&A level is the sum its departments, Finance, Human Resources, Legal, and IT. If you use consolidation, the level hierarchy also represents ownership of subsidiaries. Total Company owns Company A.
Parent/Child and Ancestor/Descendent Levels
Total Company and the green levels, G&A, Development, and Sales have a ancestor/descendent relationship. G&A and the gray levels, Finance, Human Resources, Legal, and IT have a parent/child relationship. Parent levels are also called rollup levels because they hold aggregate values of their child levels. Child levels are also called sub-levels. Sibling levels are on the same plane in the hierarchy. The sibling levels have the same colors in the chart.
When you reparent a level, you change a level's parent level. When you parent a level, you make a level a parent. For example, you can reparent IT so it rolls up to Development.
Every instance has a top level that aggregates all data of all the levels. For example, the top level is Total Company. You can't change many of the top level settings. See Create, Edit, or Clone Levels.
Adaptive Insights automatically creates the (Only) level for every parent level. Together with the child levels, (Only) levels roll up to the parent. The (Only) levels don't show up in the level hierarchy, but they show up in sheets and reports. The image shows the level drop-down in sheets:
Common use cases for the (Only) level:
- Data cannot be distributed into child account. For example, use G&A (Only) to enter data that doesn't fit into G&A's child levels .
- For subsidiary hierarchies. For example, report on Company A's (Only) level to view its performance independent of subsidiaries.
A leaf level is a level without child levels. G&A isn't a leaf level. Human Resources is. Every (Only) level is a leaf level. To enter data on sheets, you must be viewing a leaf level. You select it from the level drop-down, shown above.
Where to See the Level Hierarchy
Go to Modeling > Levels:
Go to Sheets. Levels appear in the rows or in the level drop-down:
Go to Reports. Edit or create a report. From the elements tab, expand the Levels:
Level Roll Up Calculations
For each account, use the Level/Dimension Rollup setting to choose how data rolls up through the level hierarchy:
|Account Types||Available Level Rollup Calculations|
|Custom, assumptions, cube, and modeled||Your choice: Non-blank average, weighted average, or a text field where no rollup calculation applies.|
|Metric||The rollup level first sums the accounts that contribute to the formula and then applies the metric's calculation.|
|Consolidation||The percent of ownership and the consolidation method you choose contribute to the calculation.|
Most level settings are set at the parent level. Most child settings are inherited from the parent and are read-only.
With level settings:
- Determine who owns a level in your instance. Ownership is the main access control for instances that don't use access rules. See Assign Owners to Levels.
- Limit the availability of levels to versions. See Change Level Availability in Versions.
- Reorganize the hierarchy. See Parent or Reparent Levels.
- Create alternate level rollups, or hierarchies. See Level Dimensions and Attributes.
See Create, Clone, or Edit Levels for information on all the settings.