Reference: Settings for Custom Accounts

Account Details Section

Field	Description
Code
Name
Short Name
Rolls up to
Type	Cumulative : The value accumulates period to period. Periodic : The value in any given time period equals the net activity for that period. Link (unavailable for rollup accounts): The value in modeled or cube accounts populate the values of this account. See Concept: Type Setting for Accounts and Concept: Linked Accounts.
Planned by
Actuals by
Links to
Add Linked Accounts or Edit Linked Accounts
Change Sign +/-
Apply Dimension Value
Link Filters/Linked Filters
Time Rollup	Sum of rolled up values (periodic accounts only): Sums all the values for the period. Example: Sums January through March for the first quarter rollup. Value in last time period (cumulative accounts only): Takes the value of the last period before the rollup. Example: Takes the accumulated value for March for the first quarter rollup. Average of rolled up values : Takes the average of the time period values. Example: Totals the values for January through March and then divides by 3 for the first quarter rollup. Weighted average of roll up values : Uses the values of an account or assumption to weigh each period before averaging. Example: An average expense per headcount time rollup weighted by the headcount. Linked accounts inherit the time rollup of the source account.
Level/Dimension Rollup	Linked accounts inherit the level and dimension rollup of the source account.
Weighted By
Display Text	Required when Level/Dimension rollup is Text .
Enable actuals
No actuals for account
Enable actuals for link
Show actuals if linked accounts has them
Specify Default Formulas
Set Default Values and Formulas
View Dependencies

Account Attributes

Field	Description
Prompts with the account attributes available in your model. Varies per instance.

Data Type

Field	Description
Account Time Stratum
Display As	Currency : Converts to the currency of the level. Select when your model converts currencies at different levels. Otherwise, the rollups of the account display the total of the first child account instead of the total of all child accounts. Number : Displays a numerical value. Percent : Displays a percent.
Formula Version Selector	Unavailable for cube-entered accounts.
Override Formula Setting	Unavailable for cube-entered accounts.
Disable Version-Specific Formula Setting	Unavailable for cube-entered accounts.
Default Formula/Override Formula	Unavailable for cube-entered accounts.
Weighted-Average Translation	Unavailable for cube-entered accounts.
Reset Balance
Transfer Balance on Reset
Decimal Places
Exchange Rate	Required when Currency's Precision is the Decimal Places setting.

Sheets

Field	Description
Account may be suppressed when zero or blank
Account will not be suppressed even when zero or blank
Start expanded	Available for rollup accounts.
Data Entry Sheet Type	Unavailable for accounts with formulas.
Entered on Sheet
Read only on sheet	Available for cube standard accounts only. Locks the account on the cube sheet.

Data Privacy

Field	Description
Value of account is private
Value of account is public at top level only
Value of account is public at all levels
Contains Salary Detail