Where is the account-level formula defined in Workday Adaptive Planning?

The account-level formula in Workday Adaptive Planning is defined in the Account Details. This section is specifically designed to hold in-depth configurations for individual accounts, including the definitions of formulas that calculate values based on the account's data. The Account Details interface allows for precise control over how financial data is aggregated or calculated, making it a crucial area for users to input or modify formulas that dictate the logic behind account values.

In contrast, the Account Summary provides a high-level view of accounts and their balances but does not allow for the definition of formulas. Financial Statements are designed to report on the overall financial health of the organization and use the existing account definitions but do not contain the capability to define new formulas. Similarly, Account Summary Reports serve to present data visually, showing summaries and insights but lacking the functionality to create or edit account-level formulas directly. Thus, Account Details is the appropriate location for defining such formulas, ensuring accurate calculations within the system.