Audience: Administrators who manage the model.
Assumption accounts, also called global assumptions, drive calculations in other accounts. Some examples of assumption accounts include Standard Raise %, Commission Payout, Bonus Payout. The data in these accounts drive calculations based on other data, such as the annual salary per employee. You enter the value of assumption accounts at the Total Company level and the values are the same on every level.
To learn more about accounts, see the Accounts guide. For step-by-step instructions, see Add or Edit Accounts.
Account Details Section
Required. No default.
Identifies a unique numerical code for the account. Appears in formulas. Enter a unique combination of letters and numbers. You can use underscores but not spaces or other special characters. If left blank for imports, Adaptive Insights auto-generates the code based on the account name.
Required. No default.
Identifies the name of the account as it to appears on sheets, reports, and charts. Enter any combination of characters, spaces, and special characters. The account name does not need to be unique.
Optional. No default.
Identifies the name of the account as it appears on dashboard charts. Use if the account name is long. Enter any combination of letters, numbers, and special characters.
|Rolls up to||
Defaults to the account or group that is highlighted when you select Create New Account.
Optional. No default.
Describes the account. Enter any combination of letters, numbers, special characters and spaces.
Required. Read-only for rollup accounts.
Sets how the account data entries relate to other data entries.
Required if you selected Link for the Type of the account you're editing. Not available for rollup accounts. No default.
Populates the account you're editing with the data of the account you choose from the drop-down. This is a two part process: first pick your cube or modeled sheet, then the account. See Pull Data from from a Modeled or Cube Sheet into Another Account.
Optional. Available only if you selected Link for Type. Not available for rollup accounts. No default.
Populates this account only with the values that are tagged with the dimension or attribute you select from the drop-down. The available list includes only dimensions and attributes of the account selected in Links to drop-down.
Required. Read-only for child accounts or if you chose Link for Type. Default: the Time Rollup of the rollup account, the linked account if selected, or Sum of rolled up values for new accounts.
Sets how the account calculates the values for time rollups. For example, how does the account calculate the quarter totals or annual totals? Choose:
Required if you chose Weighted average of roll up values for Time Rollup or Dimension Rollup. No default.
Provides the weighted average of the time or dimension rollup. Choose from the list of accounts.
Required. Not available for rollup accounts.
Determines if the account displays actuals data on planning versions prior to the Start of Plan date. See Set Up or Turn Off Actuals Overlay.
For Link accounts, choose:
Shows how the account is used throughout the model in calculated accounts, shared formulas, cube entries, other entries, rules, journal entries and reports. Select View Dependencies and browse through the tabs.
Account Attributes Section
Optional. Only available if your model has account attributes. No default.
Tags the account you're editing with account attributes. The number of drop-downs match the number of account attributes available. Select an attribute value from any or each of the drop-downs.
Data Type Section
|Account Time Stratum||
Shows how sheets display time for this account. Based on the default time stratum in your instance's calendar setup. Most commonly, this is month
Required. Read-only for child accounts or accounts with Link for Type. Default: Number or whatever was chosen for the rollup account.
Sets how the data of this account appears on sheets and on reports. Choose:
Required. Default: 0.
Indicates the number of decimal places for the data. Select any number between 0-9 or choose Currency's precision to follow the setting for the currency.
To see the decimal place settings for all the currencies, choose Currency's precision from the drop-down and select the View Precision link.
|Suppress on sheets||
Required. Default: Account may be suppressed when zero or blank.
Determines if the account appears on sheets if all its cells have zeros and/or blanks. Choose:
Required. Only available for rollup and root accounts.
Determines if the account is expanded on sheets to show child accounts when you first open the sheet.
Each person who opens a sheet can change their sheet view and save it as their default, which can override this setting. Choose:
|Use in Breakback||
Optional. Default: Not checked.
Makes this assumption available as a breakback option for time rollups in sheets, and the Auto-breakback setting in Administration > General Setup.
Data Privacy Section
You will not see this field because assumptions can be referenced from any level.
For your information: all assumption accounts are set so that formulas on any level can refer to the top-level rollup value, but cannot refer to level-specific values at any other level.