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Adaptive Planning
Last Updated: 2023-06-23
Reference: Settings for Assumption Accounts

Reference: Settings for Assumption Accounts

Account Details

Field
Description
Code
Name
Short Name
Rolls up to
Populates the highlighted account or group when you select
Create New Account
.
Type
  • Periodic
    : The value in any given time period equals the net activity for that period.
  • Link
    : A modeled or cube account populates the values of this account.
Appears
Available for cube assumption accounts only. Indicates where you can view the data of the account:
  • Only when on top level
    : View and enter data only at the top level.
  • On all levels
    : View only at any level, except the top level where you can enter data.
Links to
Unavailable in cube or modeled account hierarchies.
Add Linked Accounts or Edit Linked Accounts
Unavailable in cube or modeled account hierarchies.
Change Sign +/-
Unavailable in cube or modeled account hierarchies.
Apply Dimension Value
Unavailable in cube or modeled account hierarchies.
Link Filters
Unavailable in cube or modeled account hierarchies.
Time Rollup
Unavailable for modeled assumptions. Sets how the account calculates the values for time rollups:
  • Sum of rolled up values
    : Sums all the values for the period. Example: Sums January through 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.
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 accounts
Enable actuals for link
Show actuals if linked account has them
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
Indicates how the data displays on sheets:
Decimal Places

Sheets

Field
Description
Account may be suppressed when zero or blank
Unavailable for modeled assumptions.
Account will not be suppressed even when zero or blank
Unavailable for modeled assumptions.
Start expanded
Available for rollup accounts, and unavailable for cubed or modeled assumptions. Indicates how rollup accounts display on the sheet:
Use in Breakback
Unavailable for cube or modeled assumptions. Makes the assumption available as a breakback option for time rollups in sheets, and the auto-breakback in General Setup.
Read only on sheet
Available for cube assumptions only. Locks the account data in sheets to prevent users from changing it.

Data Privacy

Field
Description
Data Privacy
Workday doesn't display this field. All assumption accounts are configured so that formulas on any level can refer to the top-level rollup value, but can’t refer to level-specific values at any other level.