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Line item details are rows that you add to a single cell, for the purpose of specifying detailed information for a single line item in an assignment matrix. For example, “Salaried employee training” and “Hourly employee training” might be line item details for a single “Training” line item. The values of the line item details always add up to the value in the parent line item.

When an administrator enables the Line Item Details property, you can add line item details to any cell in a PerformancePoint Add-in for Excel assignment matrix, or edit line item details that were added previously. In addition, if you add data to the detail lines in a cell, you can submit the values that you entered when you submit the assignment.

Typically, an administrator enables the Line Item Details property for an assignment when detailed information is not known at design time. For example, at design time, a Modeler might enable Line Item Details for an aggregate budget line item such as "Travel," and specify a total budget amount for the line item. Later, the Modeler or another business user can add detail for this line item, such as “Conferences,” “Promotional Events,” and “Manufacturer Visits.”

When a user enters data values for the detailed line items, PerformancePoint Add-in for Excel automatically updates all other values in the assignment matrix.

• Add line item details to a cell

• View line item details in a report or cell

• Copy line item details from a prior period

Add line item details to a cell

To include more information detail in an assignment matrix, you can add line item details to a cell.

 Important   An administrator must enable the Line Item Detail property in the model before line item details can be added to an assignment. For more information, see Add, delete, or modify a model property.

To add line item details to a cell:

1. On the Assignments tab, click the assignment that you want to open.
2. Click Refresh Worksheet.
3. Select the cell in the assignment that you want to add line item details to.
4. In the Action pane, select the Line Item Details panel to show the details, if any, that are currently stored on the server for the current cell. In addition, the panel shows editable members of the Time dimension.
5. Click the Insert New Line Item Detail button. A new line item detail appears, above the total for all the line item details of this line item.
6. Edit the name and value for the new line item detail.
7. Click OK to accept the change.

   When the user accepts the change, PerformancePoint Add-in for Excel automatically enters the stored value for Total as the value for the cell.

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View line item details in a report or cell

To see existing line item details in a cell or in a report:

1. Open a workbook that contains a report or an assignment matrix.
2. Select a cell, and then select the Line Item Details panel in the Action pane.
3. PerformancePoint Planning Server displays the stored values for the line item details that are specified for the selected cell.

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Copy line item details from a prior period

To save time, and avoid re-enter information, you can copy the line item details from the prior period.

1. Open a workbook that contains a report or an assignment matrix.
2. Select a cell, and then select the Line Item Details panel in the Action pane.
3. Do one of the following:

   Copy the value of a single cell that contains a line item detail

   1. Select a cell in the worksheet .
   2. Right-click the cell and then click Copy line item details.

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   Copy the values in a range of cells

   1. Select the range of cells where you want to paste the line item details.
   2. Right-click the cell range and then click Paste line item details .

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