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Adaptive Insights French

Q: What do (+) and (-) mean in formulas?

The (+) and (-) do slightly different things depending on the dimension you are trying to use them on.  This article will cover usage for both Levels and Custom dimensions.

Usage for Levels

  • You may see both (+) and (-) in formulas that reference levels, you may also see neither.

  • The (+), or nothing, will return the data rolled up to the specified level.

  • The (-) will return the data from the specified levels “only” level.

  • Using the following sheet example we will illustrate the different results (data is in an account with the code c_MyData):

  • Results of the different formulas.

    • ACCT.c_MyData[level=United States(+)] = 140

    • ACCT.c_MyData[level=United States] = 140

    • ACCT.c_MyData[level=United States(-)] = 50

NOTE:  To access data from a level other than the one you are on, you may need to adjust the Data Privacy setting for the account as seen below.

Usage for Custom Dimensions

  • Only the (-) applies when working with Custom dimensions. 

  • The (-) will get you the data from the “Uncategorized” member of that dimension.

    • Every Custom dimension has an system generated member called Uncategorized.

  • Using the following sheet example we will illustrate the different results.  Note that some of the rows have no Customer selected in the Customer column. Data is in an account with the code:  Acct.Maint.Amount:

  • Formula results pulling the Amount column.

    • Acct.Maint.Amount[customer=customer 1] = 25,000

    • Acct.Maint.Amount[customer=(-)] = 430,000

    • (-) returns the sum of the bottom 3 rows because there is no selected Customer.