Add Links to Accounts

Consider downstream and immediate results: Adding and removing links permanently removes any current data from target accounts across all versions.

Consider other options such as calculated accounts or shared formulas. See Reference: Linked Accounts Compared to Shared Formulas and Calculated Accounts.

Match Account Settings for Source and Target Links.

Consider the pros and cons of linking the accounts for actuals versions. See Concept: Linking Accounts for Actuals.

Security: Model includes: sheets, accounts, dimensions, and formulas
permission.

Linked accounts pull the data from 1 or more cube or modeled accounts.

Terms we use:

The linked account
is the target account
that receives the data of another account. It's also where you add the link.

The source accounts
hold the original data. You can link a target account to a maximum of 10 sources.

When accounts already have data, adding links deletes the existing data across all versions, including locked versions and excluding archived versions. You can't recover the data. Before you add links, consider archiving historical versions, downloading your data to save it, or testing the link in a sandbox instance. Removing links from accounts also changes the data across all versions, except archived versions. You can undo these changes by adding the link back.

You can add links to these types of accounts:

Custom accounts.

Cube-entered accounts.

Cube standard accounts.

General ledger accounts.

You can link to these accounts:

Any modeled account.

Any cube account, except cube metrics, and cube standard accounts that already have links.

You can't link to multiple source accounts when:

You use NetSuite Basic (OEM).

1 of the source accounts has Non-blank average of rolled-up values
for

Level/Dimension Rollup

You can't link to any account that has Weighted average for rolled-up values
for

Time Rollup

Level/Dimension Rollup

Select

Modeling

from the main menu.

Click

General Ledger Accounts

Custom Accounts

or access the cube account hierarchy.

For cube accounts:

Click

Level Assigned Sheets

User Assigned Sheets

Click

Edit

next to the sheet.

Click

Cube Accounts

Select a leaf account.

A leaf account has no child accounts You can only add links to leaf accounts. For cube accounts, you can only add links to standard accounts.

For the

Type

setting, click the Link
.

From below the

Links To

content box, click

Add

As you complete the task, consider:

Option	Description
Select a Model	Select a cube or modeled sheet. These sheets are often referred to as models.
Select an Account	Select the account. The menu is empty until you select a sheet from the Select a Model prompt.
Change Sign +/-	Select to switch the value to the inverse of the source accounts. Example: The source account has a value of 55. The target account displays -55.
Apply Dimension Value	(Optional.) Add a single dimension value per source account that doesn't exist on the source sheet. Select a dimension and then select the dimension value from the prompts. When the target account is a cube account, you can only apply dimensions that already exist on the target cube sheet.
Link Filter	(Optional.) Limit the data that the link pulls into the target account. You can use any attributes or dimensions that are in the source sheet. Example: Link to a revenue cube account and filter by a product category dimension, such as Tops. Only the revenue tagged with Tops populates the target account.

(Optional.) To add more links, click the plus icon.

You can add up to 10 links.

To save the link, click the green checkmark.

For

Actuals Overlay

, consider how you want the link to work in actuals versions:

Option	Description
Enable Actuals for Link	Removes the link in actuals versions.
Show Actuals if Linked Account has Them	Keeps the link when the source account has actuals.

Target accounts are read-only after links. The data populates from the source accounts in all plan versions. In standard sheets, we don't display the dimensional splits of the sources. To see the dimension break-down, drill down with

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