1. Working with Planning
  2. Working With Strategic Modeling
  3. Working with Models
  4. Working in the Account View
  5. Working with Account Groups

Working with Account Groups

Use Account Groups to manage accounts in bulk. For example, you can create a group containing all Income Statement accounts that shows data input rows only. You also use Account Groups to select the accounts to display on the Account View.

Administrators and Modelers can create and edit account groups. All users can use Account Groups to select the accounts to display on the Account View.

To create and edit account groups:

  1. Open a model.

  2. In the Account View, from the Actions menu, click Account Groups.
  3. In the left pane, click Plus Mark icon to Add an Account Group Add Account Groups, and then select a type to add:

    • Add List of Accounts—Creates groups of accounts.

    • Add List of Groups—Creates groups of account groups.

    • Add a Separator—Creates a line to separate groups in a list. If you add a separator, reorder the Separator as needed, and then click OK. You can skip the remaining steps in this procedure.

  4. Enter a name and then click Check Mark icon OK.
  5. Click Add Accounts Add Accounts to add accounts or account groups to the list.
  6. Select the accounts or account groups to add to the list, click Select Accounts Select Accounts, and then click OK.

    You can use Search to easily find the account or group you want.

  7. For a list of a accounts, select options for how to display the accounts:
    • Subaccounts—Specify how to display subaccounts.
    • Dimensions—Specify how to display dimensions when adding main accounts. Available only when All subaccounts are selected.
    • Default View—Specify the default view to display accounts.
  8. Select whether to hide this group from the Account Group list, and for account lists, select whether to include subaccounts for user-defined accounts and whether to include accounts that have been turned off.
  9. Click OK.

The new Account Group is available in the Account Groups list in the Account View.

Additionally, in the Account Groups dialog box you can:

  • Edit, rename, and delete account groups. Note that you can't edit, rename or delete the default account groups that are provided with Strategic Modeling.
  • Reorder the account groups by dragging and dropping or by using the arrows, which affects the display order in the Account Groups list in the Account View.