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Knowledge and Support - Adaptive Insights

Splits Overview

Splits on standard sheets, rows created within an account, provide a useful way for users to enter additional detail or supporting calculations within accounts. For example, a marketing manager may have many different factors that affect the Travel expense. These may include travel related to trade shows, seminars, speaking opportunities, training, and so on. Using splits, this manager can create as many lines as necessary within the travel account, detailing all of these different travel spending categories. These splits then add up to the total travel budget for the department.

Standard splits can only be created on Standard sheets. Modeled splits can only be created on Modeled sheets. Cube sheets cannot contain splits. Splits roll up to a specific account. You can create any number of splits within an account, but splits cannot be added beneath other splits. Accounts can roll up to other accounts, however, which lets you nest accounts and splits.

Add, delete, or modify splits using the buttons in the toolbar or right-click context menu.

If an administrator has configured a Standard sheet to have dimensions on it, splits on that sheet can have different dimensional settings. Simply select the dimensional value for each displayed dimension on the split to assign those dimensional values to this split. Once assigned, this split will contribute to those dimensional values in reports, formulas, and exports from the system.

On Modeled Sheets, splits create sub-records of an individual record, representing a portion of the item being modeled by the record. For example, on a Personnel sheet, you could use splits to model that portion of an employee's time allocated to a department other than their own. Modeled splits can "inherit" values from their parent row if an administrator configures the sheet to do so.

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