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Adaptive Insights French

Troubleshoot Formulas

Issue: Cannot edit shared formulas in sub actuals versions

You will need to disabe/remove the Lock Leading Months setting from the root/parent Actuals version to change shared formulas for a sub actuals version,  The steps to do this are listed below:

To disable Lock Leading Months for a version: 
  1. Go to Modeling > Versions
  2. Select the root/parent Actuals Version
  3. In the lower right corner, beneath version options, select the small calendar icon to the right of the "Lock Leading Months..." option. There will be an option to "Clear". Select this option, and save the version. The Actuals sub version should now be editable on the shared formulas tab.
  4. Make the desired changes to the shared formulas tab for the Actuals sub version. Please note that making changes to a shared formula *may* impact prior period Actuals.
  5. Once you have made the desired changes to the shared formulas, be sure to go back to Modeling > Versions > Actuals version > and re-enable the lock leading months option.

Error: Syntax error when using a comma in the formula

Error: 

This error occurs....

To correct the error:
  • Go to Modeling > ...

Error: There are too many formulas in this version. You cannot add more formulas to this version.

Error: There are too many formulas in this version. You cannot add more formulas to this version.

This error will appear on the top of the Formulas page when formulas exceed the default limit. The default maximum number of allowed shared formulas is 200K, and the default maximum number of projected shared formulas is 10M on a version by version basis. The maximums are enforced to ensure optimal performance for the model.

  • The number of shared formulas is equal to the number of Levels multiplied by the number of Accounts.
  • The number of shared formulas is then multiplied by the number of periods in a Version to calculate the number of projected shared formulas.
Here are some things to consider to help reduce the number of formulas:
  • Can the number of periods be reduced in the Version?
  • If there are Accounts that have the same formula for all Levels, could those Accounts possibly be created as Metric Accounts?
  • If the formula is not necessary in a certain Level, could it be removed?
  • Could the number of Levels be reduced to plan at a higher Level?

After reviewing these items, if your model is not experiencing any performance issues, please reach out to Support and they might be able to increase the limits.

Error: This formula refers to a level that cannot be referenced from this level.

Error: This formula refers to a level that cannot be referenced from this level.

This error occurs when formula references the value of an account that is private for that level.

Each account has a Data Privacy Setting and the default setting is private. This setting is intended to prevent users from writing a formula to reference data that they should not be able to access. The data privacy feature allows an administrator to permit specific accounts values to be referenced in formulas that are created by users on other levels.

To correct the error:
  • Go to Modeling > Accounts 
  • Select the account that is being referenced in the formula returning the error
  • Change the data privacy setting to "Value of account is public at all levels"
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