Click the Blueprint icon to view the detail of each line item in a module: the formats, formulas, summary methods, dimensionality, and so on.
The default dimensions of the module are displayed in the first (gray) row of Blueprint. The white rows show the detail for individual line items.
You may see other items listed, to the far right of the options in Blueprint — these are the line item subsets used in the module. You can select or deselect the checkbox to include each subset with each line item.
You can import structural data into Blueprint (business data should be imported into the module in grid view).
This topic provides detailed information about each section of Blueprint:
- Applies To
- Time Scale
- Time Range
- Cell Count
- Access Drivers
- Users List
- Is Summary
- Formula Scope
- Use Switchover
- Start of Section
- Data Tags
- Referenced By
The default format for a line item is Number. You can choose from Boolean, Date, Time Period, List, Text, and No Data. Depending on the selection made, options display to further define attributes.Whenever possible, use list-formatted line items for data rather than text. This is good practice for both list properties and module lookups, and keeps back-end processes running smoothly.
The formula that calculates a value for the line item.
Click in the formula bar to edit the formula in the formula editor.
You can also:
Minimum significant digits is not the same as decimal places. It shows a meaningful degree of precision relative to the size of the number.
|Boolean||Data is represented by a checkbox.|
The date format depends on the locale configured for the environment.
|Time Period||Choose from Week, Month, Quarter, Half-Year, or Year.|
|List||When you select List you must choose a list, list subset, or line item subset to be displayed as a selector.|
|No Data||Displays as a blank cell, contains no data and does not contribute to cell count. No Data is sometimes used for sub-headings or blank columns.|
Text can be of three types: General, Link, or Email.
The Link and Email types allow other actions to be launched from Anaplan:
To create a link:
Generate a URL from data
You can generate a URL from data contained in a module. For example, to locate an entry for red shoes, you could use a formula to generate http://myproducts.com/?product=shoes&color=red.
In the example below, clicking on text in a cell takes you to the relevant page in Wikipedia. The text link is of data type Text and sub-type Link; the URL has been composed using data in another line item; and the text in the cell is Click here.The formula looks like this:
Result=textlink = "[Click Here]" & "http://www.wikipedia.org" & NAME(List)
Defines the summary method for calculating line item totals.
|None||Show totals as blank or zero.|
|Sum||Normal addition over time and other hierarchical aggregations.|
|Formula||Aggregate first, then apply the formula to the totals.|
|Average||Average value over time and other hierarchical aggregations.|
|Ratio||A ratio of two specified line items is used for the totals.|
|Min||The smallest value is used for the totals.|
|Max||The largest value is used for the totals.|
|These additional options are available for time summaries:|
|Opening Balance||The first time period is used for totals.|
|Closing Balance||The last time period is used for totals.|
|These options are available for Boolean operators:|
|All||Totals are marked as true only if ALL of its range of cells are marked as true.|
|Any||Totals are marked as true if ANY of its range of cells are marked as true.|
|And these options can be applied where cells don't contain data:|
|First Non Blank||The first cell containing data is used for the totals.|
|Last Non Blank||The last cell containing data is used for the totals.|
There is no logic to adding values for items such as headcount, balances, prices, ratios or percentages. If the price of an item in Jan, Feb and Mar was $12, $13, and $10 respectively, adding the values would result in 12+13+10 = $35 which, in terms of the price of an article, is a value with little meaning.
In these circumstances, if the line item has a formula, set the Summary to Formula or, if it has no formula, None (this will show a blank rather than a meaningless total). For example, where Price = Quarterly Sales/Units Sold, set the Summary to Formula to calculate the price as being equal to the Quarterly Sales divided by Units Sold in the quarter rather than summing the price for January plus the price for February plus the price for March.
Summary Methods provides further information and more examples.
The lists that the line item applies to.
The first cell of the Applies To column, the gray cell, displays the default lists for the module. In the following white cells, where the cell in the Applies To column contains a dash, the line item uses the default list(s).
However, if a white cell contains a list name rather than a dash, the line item has its own dimensionality which is preserved independently of any change to the default dimensionality. Any line item whose dimensionality differs from the default will display in a subsidiary view (the icon is to the left of the line item name). This icon only displays when line items are on rows.
|Blank||The line item does not vary by any dimension other than time and versions (where applicable).|
|Hyphen (-)||The line item has the default dimensionality for the module.|
|ListName||The line item uses ListName as its only dimension.|
|The line item uses ListName 1 and ListName 2 as its dimensions.|
Time and Versions are configured separately, in the Model Settings tab, and don't feature in the Applies To column.
The time scale applying to the individual line item.
Although the Calendar Type for the entire model is selected in the Time tab in Model Settings, it's possible to have mixed time scales within a model. Line items can have a time dimension that is different to the default dimension for the module. For example, if the default dimension is measured by Year, you can create a line item that has a time scale of Month (which is displayed in a subsidiary view).
If two line items have a different time scale and one refers to the other in a formula, then days will sum into months, months sum into quarters, quarters sum into years. You can skip levels — days could sum directly into years if required.
If line item X has a time scale of months, and Y a timescale of years, then Y=X will give you the year total. However X=Y will return a blank as Y contains no corresponding value for each month (X).
You can create formulas using the WEEKVALUE MONTHVALUE, QUARTERVALUE, ;HALFYEARVALUE, YEARVALUE or SELECT functions to return the result required.
Where X is in months and Y in years:
|Y=X||Result takes the relevant time total from X, where X has a more detailed timescale than Y|
|X=Y||Shows a blank, unless the summary method is set to Formula, in which case it will show the value Y in the year totals only|
|X=YEARVALUE(Y)||Will show the value of Y in each month|
|X=YEARVALUE(Y)/12||Will allocate the value of Y evenly over months|
|X=YEARVALUE(Y) * Seasonality %||Will allocate Y according to a seasonality percentage.|
|X=Y[SELECT:Time.FY11]||Will show the value of Y for a specific year|
When you use any of the time VALUE functions, such as WEEKVALUE, the value returned to the line item depends on the Summary Method selected.
The time range that applies to the individual line item. Time ranges are set up in Model Settings > Time > Time Ranges. A time range is a user-defined, contiguous range of time periods that can be applied to any module or line item to restrict the range of periods into which data can be entered or displayed.
Functions within Time Ranges use the data available within the span of the Time Range, and data from other aligned Time Ranges that span the same period. It is also possible to explicitly call data from another time period. If a line item has a finer granularity than the module, the additional data is displayed in the module as Subsidiary Views.
The versions the line item applies to.
Versions are defined in Model Settings. In Blueprint, you can choose whether All versions or no versions (Not Applicable) apply to the module and to each line item.
Apply a Style to a line item to change how it displays in the module. This is useful to emphasize summaries and differentiate data types.
Styles only apply to line items that display on rows (with the exception of the style Summary1). The available styles are:
|Normal||The default appearance of a line item. The row header is slightly indented with standard formatting and row height.|
The number of cells used by the line item.
Shows any notes added to individual line items, or to the module.
In the Access Driver columns you can select Boolean-formatted line items (known as access drivers) to control access to cell data in the selected line item or module.
The Read Access Driver column controls read-only access to cell data.
The Write Access Driver column controls write access to cell data.
Access drivers are a component of Dynamic Cell Access.
If the module has the Users list as one of its dimensions, the Show All Users dropdown controls whether the full contents of the Users list is visible to workspace administrators. The setting is applied to every line item in the module.
Show All Users: On: The full contents of the Users list — all users with access to the model — is visible to workspace administrators. This is the default setting.
Show All Users: Off: Only the current user is visible to workspace administrators in the Users list.
Assign a parent line item to the selected line item. When selected, a simple addition formula is entered into the Formula field and the Is Summary option is selected.
As a line item can be part of multiple hierarchies, it can have more than one parent. For example, an item called Vehicle Maintenance can have a parent of Total Vehicle Costs and Total Maintenance Costs. The Parent field enables you to choose a parent for the item in a particular context.
Make the line item a summary of the line items in the formula (which must contain a SUM function).
In this example, the line item General Expenses is used in calculations for both Total Expenses and Other Expenses. Total Expenses is the parent of both General Expenses and Employee Expenses and has Is Summary selected.
Note: For the purposes of illustrating this example, the Formula column is shown next to the Parent column. However, this isn't the case in the product.
To change the parent of General Expenses without affecting the existing formula for Total Expenses, you must first deselect Is Summary for Total Expenses to remove the Parent from General Expenses and Employee Expenses.
You can then select Is Summary for the Other Expenses line item (which already contains an addition formula using General Expenses). This will automatically assign Other Expenses as the parent of the line items referred to in the formula (General Expenses and Mailing Expenses).
Had we used the Parent column to change the General Expenses parent to Other Expenses and left the Is Summary option checked for Total Expenses, the Total Expenses formula would no longer calculate because General Expenses would have been automatically removed from the subtotal formula:
If a line item has a formula, you can specify which versions the formula applies to. Each line item/version combination can have only one formula.
Version formulas are different to scoped formulas:
- version formulas span several line items (a line item subset).
- scoped formulas apply to individual line items.
When setting up version formulas, you may need to alter the scope of one or more line item formulas to ensure they don't clash.
|All||Line item formula applies to all versions.|
|Actual||Line item formula applies only to the Actual version.|
|All versions except Actual||Line item formula applies to all versions, including the Current version but excluding the Actual version.|
|Current Version||Line item formula applies to the Current version only.|
Add Version Formula provides more detail about how to set up formulas for versions.
Assign a code to the line item (extremely useful for importing and exporting data).
Click in the Code column to manually enter a code for a line item.
Because each line item name and code combination is unique, when importing module data, you can match specifically on codes.
You can import line items, and their codes, into a module in Blueprint. Map the Code column in the source to theCode>property in the import Mapping tab.
Apply the Switchover date, defined in Settings > Versions, to this line item.
Line items must have versions applied for the check box to be enabled.
Switchover does not apply to the Actual version
Enable Breakback for this line item.
Breakback is a facility, similar to goal-seek in spreadsheets, where a total is entered and all the items comprising that total are amended to reflect the new value.
Carry a balance forward to create a new Opening Balance. An extra time period is added before the start of the timescale for this line item.
If you apply Brought-Forward to a line item with a formula, you won't be able to edit the cell for this additional time period.
Change the dimensionality of all the line items that follow this line item in Blueprint. Line items should not subsequently be reordered, as it will have a significant effect on the dimensionality of the module.
If you select from the list in Applies To and then select Start of Section, any following line items, with a dash in the Applies To field, will now take their dimensionality from the list specified. This process can be repeated further down the list of line items, as required.
Start of Section is used where the change in dimensionality reflects a subset of the default dimension. For example, say you are preparing an Income Statement that refers to a list, Profit Centers, which is a subset of the list, Organization. Using Start of Section, you can change the dimensionality from Organization to Profit Centers without creating a subsidiary view for each line item.
Shows any Data Tags applied to individual line items or at module level. A hyphen indicates that a line item's data tag is set at module level (in the first row of the Blueprint view).
The line items that reference this line item.
Where line items are from another module, the format of the reference is module name.line item name. For example, in the module Income Statement, the line item Total Revenue might be referenced by YoY Revenue.CY Revenue, IS by Country.Total Revenue, GROSS PROFIT, where:
- YoY Revenue is a module andCY Revenue is a line item within that module
- IS by Country is a module andTotal Revenue is a line item within that module
- GROSS PROFIT is a line item within the current module