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Blocks
Learn how to use and model with Blocks.
Understanding BlocksBlocks are a fundamental part of Basis. This is where you'll import data and create rich models.
Importing Data in a BlockHow to import, categorize and describe data in input tables.
Creating and Using FormulasUse Formulas to model your plan. Take advantage of natural language references, functions, and built-in rollups and magic metrics.
Categorizing Blocks With DimensionsFurther categorize data in the Input Tables using Dimensions
Creating Views and Grouping Data in BlocksWays to view data in the Input Table using Grouping & Filtering
Summarizing Data With RollupsHow to use Dimensions and Rollups to create financial metrics
Customizing How Blocks and Line Items are DisplayedHow to configure how line items are displayed in tables.
Block Templates
Learn how to model using Block templates.
Employees TemplatePlan and manage employee compensation.
Hourly Employees TemplatePlan and manage hourly employee compensation.
Chart of Accounts TemplatePlan and manage forecasting your COA.
Customer Contracts TemplateModel SaaS recurring contracts.
Sales Capacity TemplateModel Sales Rep performance.
Deferred Revenue TemplateManage a deferred revenue schedule.
Fixed Asset TemplateModel depreciating assets.
Prepaid Expenses TemplateAmortize prepaid expenses.
Schedule TemplateA general template for scheduling expenses or income over time.