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Search for all elements in my instance

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release. 

Question

How can I perform a search of all elements (Accounts, Levels, Dimensions, etc..)?

Answer

The Matrix Report builder contains the most robust way to search all existing elements in Adaptive. This includes Accounts, Levels, Time periods, Versions, Currencies, Attributes, and Dimensions. Using this area to perform searches can be helpful in the following circumstances:

  • There are many elements with the same name and you’d like to see a list of all elements with that name
  • You are searching for the name of an account but do not know its account type or location
  • You find an element referenced in a formula but do not know its location

When searching, you are given the name of the element and its location. This would allow you to determine if an account lives directly in a Modeled or Cube sheet or if it can be found in the GL, Custom, Metric, or Assumption hierarchy. If there are many elements with a similar name, it can be helpful to enable the “Show Account Codes” setting available from the Report properties page.

  • In the example below, a search for Revenue returns a list of different revenue accounts found in many different locations. We also see attribute values returned that contain Revenue.
  • search elements.png