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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday Company

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

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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