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Knowledge @ Adaptive Insights LLC, a Workday Company

Exclude level rollups from exports

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.

Question

How do I exclude rollup levels and accounts when I export data?

Answer

Manually selecting accounts and levels so that you can exclude rollups when exporting data can be a tedious process.

Exclude_Rollups.gif

If you select NONE on the export screen for levels and accounts, the system will automatically only export data for the child level and account combinations that contain data.

Select_None.gif

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