Modeling FAQs
Answers to frequently asked questions and how-to's from modeling experts. Find articles on accounts, formulas, levels, allocations, workflow setup, versions, sheet building.
- Versions | Time
- Actuals data is not showing for all months in a plan version
- Actuals overlay is incorrect in a plan version
- Actuals Overlay Not Covering Budget Data
- Add new versions to reports parameteres by default
- Calculate formula values setting for versions
- Calendar time codes are displaying numbers instead of dates
- Cannot create initial balance because the new initial balance for the account with code...
- Can I lock down my Actuals in the Forecast from changing?
- Copy Actuals to a new version
- Create a new version
- Create a version folder at the top level of the folder hierarchy
- Data in a new version copy does not match the origanl version
- Data is different in the new copy of a version
- Delete all sheet notes in a new version
- Display un-adjusted actuals data for plan versions
- Erase Actuals for certain months
- Find the Current Version
- How To Restrict Access To A Version To A Specific Group Of Users
- How To Unlock A Version
- Impact on locked plan versions when Actuals data is changed
- Is It Possible To Delete All Splits From A Version?
- Locked Version checkbox
- Lock Leading Months version setting
- Lock specific months without locking the entire version
- Make new planning years start blank
- Prevent plan values from changing when updating Actuals data
- Remove all user edits in a version
- Version Access Control
- Version is not available to refresh all linked levels
- Accounts
- Account does not appear in the Rolls up to list after reparenting
- Account hidden on a sheet for one level
- Account locked on a standard sheet
- Cannot add GL and custom accounts to a cube sheet
- Cannot Edit Assumption Accounts
- Change Formula Logic For Different Account Types
- Change the settings for multiple accounts at one time
- Collapsed and Expanded Account View Setting
- Create An Account Hierarchy
- Creating a child account moved data for an account
- Currency Translation Setting For Custom Accounts
- Customization For Sub-Levels
- Data Privacy Settings And Formulas
- Information About Link Accounts
- Link Account Functionality
- Metric Account Rollup Behavior
- Move accounts and dimensions to a different page
- No Actuals In An Account
- Quarter and FY Totals For Metric Accounts
- Reference Multiple Values Using A Linked Account
- Restrict Access to Salary Detail by Level
- Reverse the sign of a contra revenue account
- Tag Multiple Existing Accounts With Attributes
- Time modifier does not work for metric account
- Unlock An Account
- View Account Dependencies
- Formulas
- Annualize data in a formula
- Calculated account formula syntax for Modeled sheets
- Calculate FTE and Headcount
- Cannot edit shared formulas
- Cannot edit shared formulas in sub-actuals versions
- Cash Flow values do not match Balance Sheet values in the Actuals version at the top level
- Create a dynamic time reference in a formula
- Create a fixed month and relative year account reference
- Create a formula for annual salary increase in a 5 year plan
- Create a formula that rounds up or down
- Create a formula to calculate YOY growth percent
- Create a formula to find the YTD value of an account
- Create a lookup table
- Create formulas for salary increases
- Date functions for modeled sheet calculated accounts
- Differences between the divide functions
- Difference between IF and IFF
- Expected a literal numeric value
- Export formulas
- Filter an account for more than one dimension in a formula
- Identify user edits that overwrite shared formulas
- Import formulas
- Link Account vs. Formula
- Reference the value of an account in a different period
- Split an employees salary between two different departments
- Stop personnel calculations after an employees end date
- Syntax error when using a comma in the formula
- There are too many formulas in this version. You cannot add more formulas to this version.
- This formula refers to a level that cannot be referenced from this level
- Update a formula for new versions without changing data in historical versions
- Use capture mode like in Excel
- Version specific formula changes for calculated accounts
- (+) and (-) syntax in a formula reference
- Sheets | Workflow
- Account is missing from a sheet
- Account is using an incorrect currency conversion
- Add Dimensions to a standard sheet with splits
- Allow users to add new dimension values to a cube sheet
- Breakback proportionally vs Breakback evenly
- Character limitations
- Copy and paste on sheets
- Copy data from one cube sheet to another
- Create and use a custom Breakback pattern
- Cube Calculation Formulas must evaluate to zero when the cube's other accounts are zero.
- Cube Calculation vs Cube Metric Accounts
- Data changes in view by level mode
- Delete splits
- Erase All Data in a cube sheet
- Exclude child accounts from use on sheets
- Headcount split between different currencies
- Identify the currency used for values displaying on a modeled sheet
- Leaving the split box unchecked for a column in a modeled sheet
- Maximum cube sheet size
- Maximum number of characters allowed in a text field on a modeled sheet
- Modeled Sheet Assumptions vs. Global Assumptions
- Modeled sheet display column settings
- New account is missing from the parent rollup on a standard sheet
- Note types
- Other Actuals line on a sheet
- Pull values from a modeled sheet calculated account into the timespan of a modeled sheets for specific months
- Remove a dimension from a cube sheet
- Set as default for all users is not updating the view for existing users
- Sheet display for splits when viewing a plan version with actuals overlay
- Sheet is stuck on the Rendering stage
- Submit Multiple Levels at One Time in Workflow
- User cannot see the Assumptions menu option
- Use audit trail to investigate unexpected data changes
- Using a cube sheet
- View all dimension splits in cell explorer
- What Can I Do If My Sheets/Reports Are Taking Longer Than Expected To Load?
- Workflow Approvals
- Workflow Email Notifications
- Workflow Statuses
- Workflow tab missing from navigation menu
- Levels | Dimensions | Attributes
- Common questions about levels, dimensions, and attributes.
- Add a new level that does not roll up to the corporate level for reporting
- Annualize Actuals for forecasting
- Assign attributes to dimensions via import
- Changes that are version specific or structural (affect the entire instance)
- Change level and account structure for a new budget year
- Change the corporate (top level) currency
- Construction In Process Depreciation
- Create time rollups for beginning cash in a Cash Flow Statement
- Define Attributes for Dimensions option missing from the Modeling page
- Differences between cloning levels and creating new levels
- Display column is incorrectly returning zero in the column
- Evaluate the impact of potential acquistions Impact
- Find where a dimension is in use
- Hide a level from view in new versions
- Impact of changing the fiscal year for an instance
- List dimensions
- Plan for attrition
- Plan for merit increases
- Reference the total for a list dimension
- Report on an alternate level structure
- Split headcount between multiple departments
- Allocation Rules | Transactions
- Create an Allocation Rule
- Create a Transactions report
- Drill into Transactions
- Import Transactions
- Make a Transaction report appear version-specific
- This rule impacts locked months in one or more versions. Only changes that will not affect those locked months can be made.
- Transaction Fields
- Using Transactions
- You tried to add or remove locked months from the scope