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Workday Adaptive Planning Knowledge Center

Concept: Linked Accounts

Introduces administrators to "Linked Accounts" using the account Type setting, Link . Explains how and why to link  general ledger, custom, and standard cube  accounts so that the accounts share data.

Audience: Administrators who manage models.

A linked account uses data stored in an account from a cube or modeled sheet to populate a general ledger, custom, or standard cube account. Use the account Type setting, Link, to make accounts linked accounts.

Think of your instance as several models. For example, you may have a personnel model. The model is completely contained in a modeled sheet. You may also have a revenue model, which is contained in a cube sheet. The set of all of your general ledger accounts can be considered another model. Account links are one way to connect the data between models.

See Link Modeled or Cube Sheet Data into Another Account.

How Linked Accounts Work

Although Link is part of the Type settings, it doesn't change the account's type, which remains periodic or cumulative. See Concept: Periodic and Cumulative Account Type Setting.

The destination account is the account that pulls in the data from the other account. The graphic shows the link originating in the destination because you set the link in the destination account.

Linked accounts graphic.png

The source account is the account that has the data in a cube or modeled sheet. The source account must be a cube or modeled account. Once an account is linked, your team enters the data in the source account, not the destination account. The graphic shows the data feeding into the destination account from the source. 

When to Link Accounts

If you want to... Use Case
Calculate and plan general ledger data with dimensions, metrics, and other drivers that are stored in a modeled or cube sheet, and still have the data roll up to a general ledger total.  A personnel modeled sheet's data drives salary expenses per individual employee. Create a general ledger salary account as a child of the general ledger Expense account. Link the child account to the salary generated in the modeled sheet. The salary expense rolls up to the general ledger Expense total with all the other expenses. See Example: Linked Accounts for Expenses.
Pivot data from a modeled or cube sheet to present clean and clear totals. A personnel modeled sheet shows the salary of each employee per location dimension. Pivot that data in a cube sheet to show the total salary expense per location without showing the employees.  See Example: Linked Accounts for Expenses
Plan with multiple dimensions and use only some of those dimensions in another account. A cube sheet plans revenue by product, location, customer, and more. The general ledger needs the revenue by product category. Create a general ledger revenue account for each product category and link each account to the dimension-filtered revenue of the cube. See Example: Linked Accounts for Dimensions and Revenue.

Create intuitive formulas using general ledger account codes with the dimensions from the model or cube sheets. 

Link general ledger accounts to cube and modeled accounts. Instead of referencing the long and unintuitive account codes of modeled and cube accounts in the formula, use the general ledger account codes, and then add the dimensions.  Example: Linked Accounts for Dimensions and Revenue.

Linked Accounts versus Shared and Master Formulas

When you want to use the data of another account, you can use shared formulas, master formulas, or links. 

Your Goal: Use the Same Data  Shared Formula Master Formula Linked Account
For all levels and versions  
And increase performance    
And add other calculations to the data  
From more than one account in calculations.   
And provide optional access to dimensions in formulas and reports