Creating and Displaying Account Groups

Use Account Groups to manage accounts in bulk. For example, you can create a group containing all Income Statement accounts with data input. You also use Account Groups to select which accounts currently display on the Accounts view.

Creating Account Groups

To create account groups:

1. On Strategic Modeling ribbon, select Account Groups.

2. In Account Groups, select General tab.

3. Click

4. In Type of New Group, enter a Name, and select an option:

   • List of Accounts—Creates groups of accounts.

   • List of Groups—Creates groups of account groups.

   • Separator—Creates a line to separate groups in a list.

5. Click OK to exit.

6. Optional: To change the group display order in Available Groups, select a group and click the up and down arrows.

7. In Default Dataview, select the dataview for display by default when accessing the group.

8. Optional: Click Hide Group from Filter List in Accounts View to hide the group on the Accounts view.

9. Click OK.

Adding Accounts to Account Groups

To add accounts to account list:

1. Create an account group.

   See Creating Account Groups.

2. On Strategic Modeling ribbon, select Account Groups, and then select Account List tab.

3. In Group, select a group.

4. Optional: You use permission groups to allow an administrator to set access permissions for all accounts in the group, select Permission Group.

   Assign the account group to the user group.

5. In Available Accounts, select and add accounts to the group in Selected Accounts.

   Note:

   This box lists accounts belonging to groups. Accounts appear on the Accounts view in the order they appear in this list.

   Add accounts as follows:

   • In Available Accounts, double-click on accounts.

   • In Find Account, enter text or numbers to search.

6. Optional: Reorder selected accounts as they display in the Accounts view by selecting accounts in Selected Accounts, and clicking the up and down arrows.

7. Optional: Specify how to display subaccounts by selecting the following options:

   • None—Displays only main accounts.

   • All Input Accounts—Displays only input subaccounts, not main accounts or subtotaled subaccounts.

   • All Input and Main Accounts—Displays input subaccounts and main accounts, not subtotaled subaccounts.

   • All—Displays input subaccounts, main accounts, and subtotaled subaccounts.

8. Optional: Specify dimension display from Dimensions:

   Dimensions determine the display of dimensions when adding main accounts. Available only when All subaccounts are selected in Subaccounts:

   • None—Displays no dimensions.

   • All Input Accounts—Displays input dimensions, not main dimensional accounts or subtotaled dimensional subaccounts.

   • All input and Main Accounts—Displays input dimensions and main dimensional accounts, not dimensional subtotaled subaccount.

   • All—Displays input dimensions, main dimensional accounts, and subtotaled dimensional subaccount.

9. Optional: Select Include subaccounts for user-defined accounts to add the subaccounts of user-defined accounts.

10. Optional: Select Include accounts that have been turned off to add inactive accounts.

11. Click OK.

Creating Groups of Accounts

To create groups of account groups:

1. Create an account group.

   See Creating Account Groups.

2. On the Strategic Modeling ribbon, select Account Groups.

3. From Account Groups, select Groups Containing Groups tab.

4. In Group, select the name of the new group.

5. In Available Groups select and add accounts to the group in Selected Accounts.

6. Click OK.

Displaying Account Groups

After you create account groups, they are available in the Accounts view.

To display account groups, from the POV bar, select Account Groups, and then click Refresh.