Audience: Admins who manage the model.
To reparent a level, you change the parent of the level. When you parent a level, you make a leaf-level or a level with no child levels, a parent. Reparenting and parenting levels affects how your model rolls data up through the organization structure.
The Rolls up to drop-down determines a level's parent. It contains all the levels and child levels in your hierarchy:
Level hierarchy changes apply to all versions, even locked and actuals versions.
Before You Begin
- Settings of parent levels trickle down to child levels, even if you're cloning a level. You won't see the inherited settings change until you save. These settings override any changes you make before you saved. See Inherited or Cloned Level Settings and Data.
- To prevent permanently deleting data or hiding it, compare and contrast the settings of the intended parent and the level you're reparenting.
- Make the intended parent level available in all the same versions as the intended child level. When you reparent, the data will save. If the parent isn't available in the same versions, you lose the data in child version and you cannot recover it.
- Add the intended parent to the sheets that the intended child is on. If the parent isn't on a sheet, the child won't be on the sheet either and the associated data will be hidden. You can add the parent and the child level to the sheet and the data appears again.
What Happens to Data when You Reparent
When you reparent, you can delete, change, or hide the data in unanticipated ways. This example helps to explain what you can expect:
The Product Development level rolls up to Company A. You reparent it to roll up to Company B.
- Data changes with Rollups: The values in both the Company A and Company B levels change for all versions, even locked versions because all the data associated with Engineering rolls up to a different level.
- Data deletes with version availability: Company A is available to the Working Budget version, but Company B isn't. When you reparent, you delete the data for Product Development in the Working Budget. If you add Working Budget to Company B afterwards, you do not recover the lost data for Product Development.
- Data is hidden with different sheets: The Company A level is on the P&L sheet, but Company B is not. When you reparent, the Product Development data that was entered on the P&L sheet cannot be seen on that sheet anymore. You would have to add the sheet to the Company B level and to the Product Development level to see the data.
How You Get There
From the nav menu, select Modeling. From the Levels and Dimension menu, select Levels.
When you parent levels, Adaptive Insights creates a related (Only) level. The existing shared formulas and data of the new parent level populates the (Only) level. Both the (Only) level and any new child levels roll up to the new parent level. See Levels Overview.
- Create or edit a level.
- Choose the leaf-level you want to parent from the Rolls up to drop-down.
- Save the level.
- Review the remaining settings to see what changed to match the parent settings.
- Edit as needed and save.
When you reparent levels, the data, formulas, and shared formulas stay with the level and don't change. For bulk changes to the hierarchy, import the edits by editing the Rolls up to column in the template for the levels you're reparenting.
To manually reparent:
- Select the level from the list and:
- Select the level again and hold to drag and drop to a new location in the level list.
- Or, from the settings, choose a different level from the Rolls up to drop-down and save.
- Review the remaining settings to see if what changed to match the parent settings.
- Edit as needed and save.