Find the Sheets that Use an Account
Audience: Administrators who manage the model.
The Model Overview displays your entire model in a graphic. You can search accounts and find:
- Where they're located in sheets
- Where they're located in the accounts menu (custom, assumption, metric, general ledger).
- Other accounts they're connected to by formula or links.
Before You Begin
- Required permission: Model > Model Management.
- New to accounts? See Accounts Overview and Accounts Interface Tour.
How You Get There
From the nav menu, select Model > Model Overview.
Model Overview Interface Tour
1 Select a version and 2 a level.
3 Type the name of the account in the search field and find the account in the list of search results.
In the following examples, we searched for Service Revenue.
Find the Sheets
In the search results, highlight the account name to filter the graphic model of your instance. The graphic shows only parts of the model that are related to the account. The filtered graphic in the example shows that Service Revenue displays on one sheet: the Functional P&L sheet.
Find the Account Path
The graphic shows both the custom and general ledger (GL) account clusters. To find which cluster holds the accounts, in the search results, hover over the account to see the account path. In this example, the path indicates that Service Revenue is a custom account.
Double-click on the Custom cluster and select the Custom Administration link. A new tab opens to the custom account list where you can locate the account following the path. Custom > Functional P&L Accounts > Revenue. Select the account and view or edit the settings.
Find Connected Accounts
Double-click the solid arrow between the clusters to see where and how the account connects the two clusters. The table shows that the reference is through a formula. This means that the data is entered in the general ledger, and then calculated in the custom account.
Search by the name of the connected general ledger account to find which sheets it is on.