Adaptive Insights FAQs

Breakback proportionally will spread the value entered over the rollup components proportional to the values currently in those periods. Breakback evenly will spread the value entered in the time rollup evenly across the periods. Breakback proportionally will only be different than Breakback evenly when there are existing values in the time rollup.
There are two settings that will determine the month that Actuals data comes through in a plan version. These are the Completed Values Through setting (in the Actuals Version) and the Start of Plan setting (in the Plan Version).

1. The Completed Values Through setting in the Actuals version.
Please navigate to Modeling>Model Management>Versions and click on the "Actuals" version. This will determine what time periods in the Actuals version are allowed to be picked up in any plan version. If the "Completed Values Through" setting is set to April for the current year, no plan version will be able to show actuals data past April, even if May data has been loaded in the Actuals version.

2. The Start of Plan setting in the Plan version.
Please navigate to Modeling>Model Management>Versions, this time click on the relevant Plan version. This setting will determine the first period that will show Plan data. Any time periods before this setting will show the Actuals version, as long as the Completed Values Through setting is properly showing. Note that moving the Start of Plan forward will not erase plan data, but will simply allow actuals data to be overlaid on top of it.
Please check if you have entered the Exchange rates correctly for the time period in question and that the rate for (Eg. EUR/USD) is not set to 1 or 0.

Also, please make sure that the Data Type-> Display As in an Account is set to "Currency" instead of "Number".
If Adaptive OfficeConnect has been turned on in your instance, a user will need to be assigned a role that includes the "Access OfficeConnect" permission before he or she will be able to log into OfficeConnect. Please contact your Administrator.

The following steps shows how to add the Access OfficeConnect permission to a role.

1. Go to Administration > Roles and Permissions
2. Click Edit next to the Role you wish to edit
3. Tick the box next to "Access OfficeConnect"
Other segments in a report can be automatically updated by linking together its time parameters. You may link any time element except for Timespan elements to a single Period parameter.

Please drag the first time element to the parameter bar. Next is to drag the other two time elements on top of it. Once this has been done, if you right-click on the Period parameter and select Properties, you will see the connection between the three elements.
Yes, your instance can be restored with its recent backup. Adaptive normally backups client instances every 11 PM server time (PT for US/Canada, GMT+1 for EMEA and AEDT for Australia). Backups are generally available for 30 days. If there is a need to restore your instance, you may reach out to Adaptive Support to initiate the process.

Please reach out to Support through the Support Ticket Portal or by e-mailing support@adaptiveinsights.com.
If Adaptive Support receive the signed order before noon of Pacific time, they can complete the restore by end of day. If receive after noon, typically the restore process can be completed by end of day the next business day.
We have an exchange rates table in Adaptive Insights where you can add multiple currencies and exchange rate types. To load the exchange rates in Adaptive, we can populate the standard template and do a manual import. We can also set up the data loader to push exchange rates from data sources into Adaptive.
Workflow is an approval process for sheets through status changes and email notification. Once the user completed its data-entry, the sheet may be submitted for approval.

The approver may reject or approve the sheet. If the level or sheet is approved, the user won't be able to update or edit the data in the sheet.
The consolidated exchanges rate are the ones being imported and used in Adaptive reporting. It can be imported through import template or through enhanced integration.
An account will only appear in the "Rolls up To" list, if it is a parent account (meaning there is at least one child account that rolls up to it).

The solution is to create a dummy child account under the new parent account. Once you do this, the parent account will appear in the "Rolls up to" list.

After you have selected other child accounts for this parent account, remember to delete the dummy child account if it has no data. If there was already data in the original account you turned into the parent, it was moved to the child "dummy" account during creation. You will want to keep this dummy account to hold the original account's data.
There are a couple of different options you can consider to achieve this as outlined below:

Create the report using 3 column segments. In segment 1 you would have the Actuals version and January to July, in segment 2 you would have the Budget version with August to October, and in segment 3 you would have the Forecast version with November and December. With this option a template would need to be added to the report to calculate the variance. This is because it is not currently possible to calculate the variance between different segments with different time elements.

Create a new version that combines the Budget and Forecast data into one version. With this option, you would create a new version that is a copy of the Budget version. Then, you would export the November & December data from the Forecast version via the Export tab in the Integration area of the application and then import it to the newly created Budget+Forecast version. Be sure to set the start of plan for the new version to August so that Actuals display from January through July in the new version. With this option, you can include just your Budget+Forecast version in the report within a single segment and then add a Calculation to subtract the Actuals months from the budget/forecast months.
Currently, there is no feature within Adaptive Insights that allows you to automatically copy your Actuals version to another version. You will have to export data from your Actuals version, and then import it to a planning version.
Yes. Within Adaptive Integration, there are different types of loaders available for metadata update. We have Planning Level Loader, Planning Account Loader, Planning Dimension Loader and Planning Attribute Loader. The loader that you will use will depend on how the department and classes in NetSuite are structured or set up in Adaptive.
Yes, when you update the department name in Netsuite, you also need to update them in Adaptive so that when you import data, whether through Integration or manual import, it will be an identical mapping. If you only made the update in NetSuite and did not update Adaptive, if you import data, whether through Integration or manual import, the new department name will be identified as an unmapped item. You’ll have to map them first before you push through with the data import.
First, the Adaptive Integration with NetSuite Enhancements should be purchased by the Client. The Adaptive provisioning team will enable this module.
Second, if the Client will bring in data from NetSuite’s custom objects and custom segments, imports into any planning sheet, and would like to automate the import of transactions in Transactions modules, then they’ll have to use the Adaptive Integration with NetSuite Enhancements. If the Client will only bring in data from these 6 NetSuite categories which are Account, Subsidiary, Department, Class, Item and Customer, and will only import into standard sheet, then the NetSuite Integration - Basic should be good.
Per Adaptive Insights’ security policy, if the only Administrator in your Adaptive Insights instance leaves your company, the Support team will need an email from your VP of Finance or higher (i.e. CFO, CEO) requesting that Administrative permission be assigned to a specific user (please use their full name in the request).
The statement should read:
I am requesting that [INSERT NAME] be granted Administrative level access in our model. I understand that giving Admin level access will give [INSERT NAME] salary level detail for the organization as part of their Administrative access in Adaptive Insights.
This is a security measure to ensure that sensitive data remains private unless otherwise specified by the client's management.
To create a report that shows the Budget 2015 version for FY15, the Budget 2016 version for FY16 and a variance between these two versions, you can create the report using one segment and shifting one of the versions forward or backward. Here are steps to create this report:
Place both the Budget 2015 and Budget 2016 versions in one segment.
Add a 2015 Time element to the segment or Filter.
Right-click on the Budget 2016 version and select Properties.
Shift the version forward 12 months. This way, when the Budget 2015 version is displaying data for 2015, the Forecast version will display data for 2016.
Add a Difference element next to the versions.
Right-click on the Difference element, select Properties and verify that the Difference element is creating the proper variance and that the Budget 2016 version is shifted forward 12 months.
The resulting report should give you 3 columns, one for the 2015 Budget, one for the 2016 Budget and one that shows variance between the two versions.
When a user is included in multiple groups (i.e. Administrators, Users, Editable sheet access, Group), the user is granted the highest level of access that their group membership allows. So in this case, the best way to accomplish this would be to assign all users except for the user in question to a specific Global User Group. This can be done by users with the 'Manage Global User Groups' by navigating to Administration > Global User Groups > New Group. Then, within the Version Access Control settings, remove access for all groups except for this newly created Global User Group. This way, the Version will be hidden for the user that is not included in this group as desired.
You can create a duplicate of the sheet as a User Assigned Sheet for the group that only needs to access to one sheet. You will also want to create a separate role for these users where you remove access to the following permissions: Access Sheets, Editable Sheet Access, and Edit Dimension on Sheet.
1. Removing their sheet access permissions will completely remove the "Sheets" tab from their navigation menu.
2. They will have access to the Assumptions tab after they are added to a user assigned sheet. User Assigned sheet means that a user with access to a sheet in the "Assumption" menu will see data for ALL levels and accounts that are available on the sheet, regardless of the level access that the individual has.