Adding Line Item Details

Use Line Item Details to set how detail items aggregate to cell values.

For an introduction to Line Item Details, see About Using Line Item Details.
To work with Line Item Details:
  1. Click a row header, and then click ad hoc line item details icon.
  2. A new grid displays below the ad hoc grid. In this grid, add rows that reflect the structure you want.
    For example, click ad hoc add line item detail icon, and then click Add Child to add a row directly below the selected row. See Working with the Structure of Line Item Details.
  3. In the text box, you can enter a description of up to 1,500 characters.
  4. Click the default plus sign by each row, and then select the operator to set the mathematical relationships among the rows. Select from these operators:
    Screenshot of Line Item Details operators: Approximate, Add, Subtract, Multiply, and Divide
  5. When you've created the Line Item Details structure, enter the data to set or calculate.
    Enter numbers using the same scaling that was set up for the form. You can copy and paste data into Line Item Details.
  6. Click Apply.
    The values are dynamically calculated and aggregated before the data is saved.