Before you configure line items, create any line items you need in Modules
To configure a line item:
- Select Modules
in the model settings bar.
- Select the module that contains the line item you want to configure, then select Open.
- Select Blueprint
Refer to the table below for a description of each available setting.
|Format||Set the line item's format. Choose from Number, Boolean, Date, Time Period, List, Text, and No Data. Number is the default format.|
|Formula||Enter a formula that calculates the line item. For example, the Margin % line might contain the |
Set the summary method for calculating line item totals. Sum is the default summary method,
If you do not want to calculate totals, select None.
Choose the list that the line item applies to.
If you select a list, it automatically creates a subsidiary view.
Set the line item's time scale.
You can select a different granularity for a line item in the time scale column. For example, if the default dimension is measured by Year, you can create a line item that has a time scale of Month.
If you change the time scale for a line item, a subsidiary view is created.
Set the line item's time range.
If your model includes time ranges, you can set a specific time range for the line item. Manage time ranges in Time
If different line items use different time ranges in a module, subsidiary views are created.
|Versions||Assign versions to the line item.|
|Style||Apply styles to a line item to change its appearance. Styles only apply to line items that display on rows, except for Summary1.|
|Cell Count||Shows the number of cells in the line item.|
|Notes||Shows any notes associated with the module.|
|Read Access Driver||Control read access to cell data with access drivers. Access drivers are line items with a Boolean data type.|
|Write Access Driver||Control write access to cell data with access drivers. Access drivers are line items with a Boolean data type.|
|Users List||If the module contains the Users list, specify if the full contents of the list is visible to workspace administrators.|
|Parent||Set a parent for the line item. When you set a parent for a line item, an additional formula is entered into the Formula column, and the Is Summary option is selected.|
|Is Summary||Marks a line item as a parent.|
|Formula Scope||Set the version that a line item formula applies to.|
|Code||Assign a code to the line item. Each line item name and code combination is unique, so when you import module data, you can match specifically on codes. You can import line items and codes into a module.|
|Use Switchover||Apply the Switchover date to a line item that uses versions. Switchover combines actual data with forecast data on a switchover date to create a rolling forecast.|
|Breakback||Set the default Breakback setting for new line items in the module.|
Create a new opening balance by carrying a balance forward.
Note: This functionality is not available in Polaris. Polaris is currently in early access and is only available to some users.
|Start of Section|
Change the dimensionality of all line items that follow a specific line item without creating a subsidiary view.
Use Start of Section where a change in dimensionality reflects a subset of the default dimension. When you select this option, do not reorder line items as this affects the dimensionality of the module.
|Data Tags||Assign data tags to group information that relates to the line item. A hyphen indicates that the data tag is set at module level.|
Shows whether the line item is referenced by another line item.
If a line item originates from another module, the format of the reference is module name.line item name.
|Module Name||Shows the name of the module that contains the line item.|