1. Modeling
  2. Line items
  3. Configure line items

Model builders can configure different settings for line items in a module, such as formulas and time scales.

Before you configure line items, create any line items you need in Modules  in the model settings bar. You can add line items when you create a module, or add them later.

To configure a line item:

  1. Select Modules in the model settings bar.
  2. Select the module that contains the line item you want to configure, then select Open.
  3. Select Blueprint .

Refer to the table below for a description of each available setting.

SettingDescription
FormatSet the line item's format. Choose from Number, BooleanDateTime PeriodListText, and No Data. Number is the default format.
FormulaEnter a formula that calculates the line item. For example, the Margin % line might contain the Margin / Revenue formula.
Summary

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.

Applies To

Choose the list that the line item applies to.

If you select a list, it automatically creates a subsidiary view.

Time Scale

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. 

Time Range

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 in the model settings bar.

If different line items use different time ranges in a module, subsidiary views are created.

VersionsAssign versions to the line item.
StyleApply styles to a line item to change its appearance. Styles only apply to line items that display on rows, except for Summary1.
Cell CountShows the number of cells in the line item.
NotesShows any notes associated with the module.
Read Access DriverControl read access to cell data with access drivers. Access drivers are line items with a Boolean data type. 
Write Access DriverControl write access to cell data with access drivers. Access drivers are line items with a Boolean data type.
Users ListIf the module contains the Users list, specify if the full contents of the list is visible to workspace administrators.
ParentSet 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 SummaryMarks a line item as a parent.
Formula ScopeSet the version that a line item formula applies to.
CodeAssign 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 SwitchoverApply 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.
BreakbackSet the default Breakback setting for new line items in the module.
Brought-Forward

Create a new opening balance by carrying a balance forward.


An extra time period is added before the start of the time scale for this line item. If you apply Brought-Forward to a line item with a formula, you cannot edit the cell for this additional time period.

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 TagsAssign data tags to group information that relates to the line item. A hyphen indicates that the data tag is set at module level. 
Referenced By

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 NameShows the name of the module that contains the line item.