Adding Supporting Detail

Use Supporting Detail to set how detail items aggregate to cell values.

To work with supporting detail:

  1. Select the cell or cells you want to add supporting detail to.

    You can select contiguous cells in a row or column, but can’t include a combination of rows and columns. Select cells that are in the local or input currency so that you can write to them.

  2. Click Property Panel icon, click Data property tab, and then click Supporting Detail.
  3. From this window, click Actions, and then add rows that reflect the structure you want.

    For example, click Add Child to add a row directly below the selected item. See Working with the Supporting Detail Structure.

  4. For each row, enter a description of up to 1,500 characters.
  5. Set the mathematical relationships among the rows by selecting an operator for each row: click in each row’s Operator cell, and then select from these operators: + - * / and ~(ignore).
  6. Enter data to set or calculate.

    Enter numbers using the same scaling that was set up for the form.

  7. Click Save.

    Values are dynamically calculated and aggregated before the data is saved. Data on the form is also saved.