Modelled Sheet Audits in Adaptive Insights – best practice tips and tricks

Modelled Sheets in Adaptive Insights

Modelled Sheets in Adaptive Insights can often be difficult to troubleshoot and review underlying calculations.  The default method of drilling into the calculations is through the Row Details menu option as shown below.

Modelled Sheet Audits in Adaptive Insights – best practice tips and tricks | Brenda Lai


However, viewing data row by row can be tedious especially when trying to reconcile data to a specific month.

An alternative and improved method is to create an audit sheet to enhance the visibility of any modelled sheet in the Adaptive instance.  

Steps for creating an Audit Sheet

Audit Sheets should generally be created as the same type of sheet (Level Assigned or User Assigned) as the underlying Modelled Sheet. In this example we are creating the audit sheet as a “User Assigned” sheet which is based off the Payroll sheet.

  • Model Management -> Sheets-> User Assigned Sheets
    Click “New Sheet” select “Standard” sheet as below
    Input a name for the audit sheet.

    Modelled Sheet Audits in Adaptive Insights – best practice tips and tricks | Brenda Lai

  • Run through the standard sheet creating wizard
    Add model sheet accounts to Account groups

    Modelled Sheet Audits in Adaptive Insights – best practice tips and tricks | Brenda Lai

    You can add the modelled sheet account(s) by selecting one by one, or by selecting the group name to include ALL accounts in a modelled sheet.

    Mark Levels available for this audit sheet (this should match the levels available to the underlying modelled sheet).

    Modelled Sheet Audits in Adaptive Insights – best practice tips and tricks | Brenda Lai


    Select users and assign access to the audit sheet

    Modelled Sheet Audits in Adaptive Insights – best practice tips and tricks | Brenda Lai


    Click “Save” to complete.

View the Audit Sheet

The new audit sheet created should look like the following.

Modelled Sheet Audits in Adaptive Insights – best practice tips and tricks | Brenda Lai


Since the audit sheet in above example is created as a Standard Sheet, we can utilise the standard sheet display options to query and review the data.

For example:

  • Toggle view between accounts and levels
    Select an account, right click “View by Level” (at the row header section) ; or
    Select a level, right click “View by Account”
  • Modify Display Options to select time columns

 

Related Articles

Four ways CFOs can lead business agility

Four ways CFOs can lead business agility

[eBook] Businesses can no longer afford to be reactive. Instead, they must be able to anticipate market changes and respond ahead of time. Here are 4 ways CFOs can lead business agility.

What CFOs can learn

Three lessons CFOs must learn from COVID-19

[eBook] Organisations are navigating uncharted waters in the post-pandemic business environment. CFOs now have an opportunity to rethink the organisation. Here are 3 lessons CFOs must learn from COVID-19.

Stay in touch

Get the latest insights from QMetrix straight in you inbox.

Scroll to Top

This website uses cookies to ensure you get the best experience on our website. More Information

Skip to content