Think of a Workbook as the top-level overview of a model. Workbooks consist of a top-level optional statement view, typically made of data derived from its Block components.
In the view above we can see that the P&L statement view consists of a combination of single and detailed line items from the Profit & Loss Blocks seen in the navigation bar.
Customizing a Workbook table view
Click the Link button at the bottom of a Workbook table view
Search or scroll to find an individual line item or a full Block to sync into your table view
This will add and save the item to the bottom of your table view
Drill-Down into the Model
Workbooks aren't just for show. Expand nested Blocks in a table view to drill down to detailed account views. On line items connected to accounting integrations, we can click the Transactions tab to view real-time individual transactions that make up the account.
See Variance
As actuals update against your projections, View Variance lets you surface anomalies in your forecast vs actuals.
Customize Report Views
Configure tables for comprehensive Monthly, Quarterly, and Yearly reporting. Analyze and drill down with customizable variance configurations and views.