If you have defined business rules in your workbook, then much of the information required will be prefilled.

For example, if you want to use the Numerical Variance Template, then business rule information can be pre-populated, such as:

    • Design
        • Current Month
        • Actual Measure
        • Budget Measure
    • Calculations
        • Date hierarchy
        • Year level

Note that if you use an account type hierarchy in a template table, Anaplan XL Reporting will expect signed data. 

If the line item or measure used in the template table contains unsigned data, you will need to manually define the type of all accounts. You can define them as either Revenue or Expenses. Do this in the business rules sheet.