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Knowledge and Support - Adaptive Insights

Version and Organization Defaults

Introduces the version and organization defaults in OfficeConnect reports.

Your version and organization default depends on your Adaptive Planning model. Both of these elements are applied to the report based on your instance and user ID. You cannot change these defaults for OfficeConnect but you can override either by adding elements to the report.

Organization Default 

In OfficeConnect, the Adaptive Suite Levels are called organization elements. Your default organization is the highest organization level(s) your user ID can access. If you have access to more than one level of equal hierarchy, the report combines the level data for the cells. 

If you add an organization element to the filters, columns, rows, or cells, they override the default for that section of the report.  

If you have multiple currencies, the currency default may be related to the organization, depending on your Default Currency. See Understand Currency Elements.

Version Default

Your default version is the default version for all users of your Adaptive Suite model. This is set within the Administrator section of your Adaptive Suite instance. Like organization, if you add version elements to filters, columns, rows, and cells, you override this default for those sections of the report.

For example, if you add a version to just one column, the cells in that column only display data for that version. The rest of the rows and cells display the data for your default version. If you add a version to your workbook filter and enable the filter, the workbook displays data for that version instead of the default.

Find Your Default Version and Organization

  1. Select any cell on the worksheet.
  2. From the Reporting pane, click the Review tab.
  3. Find and expand User Defaults
  4. Expand Elements to see the listed defaults for organization and version. 

User Defaults.png

Another Way to Find Your Default Version

  1. Log in to the Adaptive Suite.
  2. Click  and select Sheets
  3. On the upper-right corner of the screen, your default version appears in the dropdown. When you click the dropdown, the default is bold. 

 

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