Using the Event Template

Candi Clouse, PhD

December 20, 2019 19:40

INTRODUCTION

IMPLAN allows users to upload any Event type using the Event template. Event templates can be used to create Events, create Groups, and assign Events to Groups outside of IMPLAN for import into the system. The file has one sheet for each Event Type, and the correct sheet must be used in order for importing to be successful.

The Event Template is a very specific file, and each field must be filled out as it is shown in the original template. For example, where the template shows "100%" do not enter "100" (without the %). If IMPLAN detects any errors in the uploaded template, it will display an appropriate warning message on the Import Event Template window indicating whether a specific Event or Group can be imported without modifications.

At this time, IMPLAN recommends limiting imports to 500 Events. Also, do not include an Event that has no Event Value or a cell containing a formula as this causes an error and won't upload the template.
If a user is uploading from the Template and also manually entering an Event or Group, it is recommended to upload the Template first. Uploading a Template into IMPLAN may cause manually entered Event Tags to be erased from the project.

There are three distinct Event Templates for use in IMPLAN, each one designed for use with a specific Industry Set. The U.S. Industry, Canada Provincial, and International Templates can be downloaded from the Download section at the bottom of the page.

CREATING A NEW EVENT TEMPLATE

STEP 1 – DOWNLOAD THE BLANK EVENT TEMPLATE

Download U.S. Industry Event Template
Select the sheet(s) with the Type of Event(s) or Groups(s) to import
1. Industry Output, Employment, Employee Compensation, and Proprietor Income Events can be entered in the ‘Industry’ tab
2. Industry Impact Analysis (Detailed) Events can be entered in the ‘IIA (Detailed)’ tab
3. Industry Impact Analysis (Custom) Events can be entered in the ‘IIA (Custom)’ tab
4. Commodity Output Events can be entered in the ‘Commodity’ tab
5. Labor Income Events can be entered in the ‘Labor Income’ tab
6. Household Income Events can be entered in the ‘Household Income’ tab
7. Industry Spending Pattern Events can be entered in the ‘Industry Spending Pattern’ tab
8. Institution Spending Pattern Events can be entered in the ‘Institution Spending Pattern’ tab
9. Industry Contribution Analysis Events can be entered in the ‘Industry Contribution Analysis’ tab
10. Single Region Groups can be entered on the ‘Groups’ tab
11. Assignment of Events to Groups can be entered in the ‘Group Events’ tab
Populate the selected tab(s) with the Event Input Values. Leave any values (cells) blank that are unknown. Uploading the Event Template with the following info we would get a single Industry Output Event named "Event Template Article - Industry Event" in Industry 1, with an Output of $1M, and an Event Tag named "Wassily":
Save the populated Template in a place and by a name that will be easy to find and identify later.

STEP 2 – IMPORT THE COMPLETED EVENT TEMPLATE

Navigate back to the Impact Screen of IMPLAN
Click the More Options icon at the top of the page next to Save
Click Upload Template
Click Choose file
Find the saved file
Open the file
Click the checkbox next to the Event Type(s) to import
Click Save
The Event(s) will now be populated in the Impacts Screen
If assigned in the ‘Group Events’ tab, Events will automatically match Events to Groups. Otherwise, if left blank, Events will need to be dragged and dropped into the appropriate Groups - the import process will not automatically match Events to Groups, and therefore the import process will not assign any “Dollar Year” to the Events - this step must be done manually

MARGINING

Margins can be applied in the case of Industry and Commodity Events, where applicable. To apply margins to an Industry Event, populate the “Margins” column of the Template by using the dropdown menu to select “Producer” or “Purchaser”. Remember, not all Industries and Commodities are marginable. The only marginable Industries are Retail and Wholesale Industries. IMPLAN has adjusted the best practices of modeling Commodity purchases with margins rather than Industry purchases. The only exception is for wholesale and retail Industries which maintain their marginable status. Now, when the item purchased is known, a Commodity Output Event should be modeled using the purchased item as the Specification and Margins can be applied if appropriate. Commodities that can be purchased from a retailer are the marginable Commodities. Find a current list of margins in the Margins file. Note that if the margin column is left blank, the current default for marginable Commodity Output Events is "Purchaser" price. If "Purchaser" price is selected for a non-wholesale or retail industry, IMPLAN will revert this and change it back to "Producer" price automatically before running the Impact.

EVENT TYPE

The Event Template contains directions in an orange box on each tab. The following details directions and what values should be entered in each cell for the U.S. Industry set Template. There are slight variations in the Canadian and International Templates.

INDUSTRY

Event Name: This field is required. Enter a unique name for each Event in the project. The template will fail to upload if the same Event Name is used throughout multiple sheets.

Specification: This field is required. The Industry value should be 1-546 for data years 2018 and forward.

Output: This field is optional.* If Output is known, enter it in this field. If left blank, IMPLAN will estimate it based on one of the entered values for Employee Compensation, Proprietor Income, or Employment.

Employment: This field is optional.* If Employment is known, enter it in this field. If left blank, IMPLAN will estimate the Employment value based on Output per Worker values for the selected Industry.

Employee Compensation: This field is optional.* If Employee Compensation is known, enter it in this field. If left blank, IMPLAN will estimate the Employment Compensation value based on Employee Compensation per Worker values for the selected Industry.

Proprietor Income: This field is optional.* If Proprietor Income is known, enter that value here. If left blank, IMPLAN will estimate the Proprietor Income value based on Proprietor Income per Worker values for the selected Industry.

*While each of these four fields is optional, at least one of them (Output, Employment, Employment Compensation, or Proprietor Income) will require an entered value. IMPLAN will estimate the value of the remaining fields based on the value entered into the template. If two or more fields contain information, IMPLAN will estimate the remaining values based on the entered Event Value. If a zero is entered, IMPLAN will treat that value as a zero and no associated impacts for that field will be calculated.

Margins: This field indicates to IMPLAN whether or not Margins should be applied to the Event value. Remember, only a retail or wholesale Industry can be margined. Select “Purchaser” or “Producer” price for each retail or wholesale Industry Event in the template. If left blank, IMPLAN will default to Purchaser Price. If "Purchaser" price is selected for a non-wholesale or retail industry, IMPLAN will revert this back to "Producer" price automatically before running the Impact.

Event Tag: This field is optional. This field applies a tag associated with the event. There can be more than one tag per event. Enter multiple tags separated by a comma (,) or pipe (|) character. Do not leave a space before or after the tag name. Up to 100 tags can be added in a single project.

INDUSTRY IMPACT ANALYSIS (DETAILED)

Event Name: This field is required. Enter a unique name for each Event in the project. The template will fail to upload if the same Event Name is used throughout multiple sheets.

Specification: This field is required. The Industry value should be 1-546 for data years 2018 and forward.

Wage & Salary Employment: This field is optional.* If Wage & Salary Employment is known, enter it in this field. If left blank, IMPLAN will estimate the value based on Average Employee Compensation values for the selected Industry.

Proprietor Employment: This field is optional.* If Proprietor Employment associated is known, enter it in this field. If left blank, IMPLAN will estimate the value based on Average Proprietor Income values for the selected Industry.

Total Employment: This field is optional.* If Total Employment is known, enter it in this field. Total Employment must be equal to the sum of Wage & Salary and Proprietor Employment. If left blank, IMPLAN will estimate the value based on Average Employee Compensation and Average Proprietor Income values for the selected Industry.

Total Labor Income: This field is optional.* If Total Labor Income is known, enter it in this field. Total Labor Income must be equal to the sum of Employee Compensation and Proprietor Income. If left blank, IMPLAN will estimate the value based on the Production Function of the selected Industry.

Taxes on Production & Imports Net of Subsidies: This field is optional.* If Taxes on Production & Imports Net of Subsidies value is known, enter it in this field. If left blank, IMPLAN will estimate the value based on the Production Function of the selected Industry.

Other Property Income: This field is optional.* If Other Property Income value is known, enter it in this field. If left blank, IMPLAN will estimate the value based on the Production Function of the selected Industry.

Intermediate Inputs: This field is optional.* If Intermediate Inputs value is known, enter it in this field. If left blank, IMPLAN will estimate the value based on the Production Function of the selected Industry.

Output: This field is optional.* If Output is known, enter it in this field. Output must be equal to the sum of each component in the Production Function (Employee Compensation, Proprietor Income, Other Property Income, Taxes on Production, and Intermediate Inputs). The template will fail to upload if the sum exceeds the Output value. If left blank, IMPLAN will estimate the value based on the Production Function of the selected Industry.

*While each of these ten fields is optional, at least one of them will require an entered value. IMPLAN will estimate the value of the remaining fields based on the Production Function of the selected Industry. If a zero is entered, IMPLAN will treat that value as a zero and no associated impacts for that field will be calculated. If two or more fields contain information, IMPLAN will estimate the remaining values based on the outlined steps found in the Industry Impact Analysis (Detailed) Events article. This Event Type follows specific steps in order to estimate remaining values, please read the article carefully before proceeding.

Spending Pattern Year: This field is required. This field indicates the Data Year of the Event. We recommend using the Data Year that matches the year of the data which would be the year the Event took place. If a user is modeling something that is expected to happen in the future, we recommend using the most current Data Year. The template will fail to upload if deleted.

INDUSTRY IMPACT ANALYSIS (CUSTOM)

Event Name: This field is required. Enter a unique name for each Event in the project. The template will fail to upload if the same Event Name is used throughout multiple sheets.

Specification: This field is required. The Industry Specification should be one of the Custom Industry Spending Pattern names given for the corresponding Data Year.

INDUSTRY CONTRIBUTION ANALYSIS

Event Name: This field is required. Enter a unique name for each Event in the project. The template will fail to upload if the same Event Name is used throughout multiple sheets.

Specification: This field is required. The Industry value should be 1-546 for data years 2018 and forward.

Event Value: This field is optional.* Enter the dollar value of the Industry Output to model. The value should not exceed the Total Output of that Industry in the region.

Contribution Percentage: This field is optional.* Enter a percentage of the Industry Output to model. The value can be up to, but not exceeding 100%.

While both fields are optional, at least one of them will require an entered value. If both fields contain information, IMPLAN will default to the Contribution Value. If both cells are left blank, IMPLAN will not upload the Event.

COMMODITY OUTPUT

Event Name: This field is required. Enter a unique name for each Event in the project. The template will fail to upload if the same Event Name is used throughout multiple sheets.

Specification: This field is required. The Commodity value should be 3001-3546 for data years 2018-present.

Event Value: This field is required. This field is equivalent to the Commodity Output Event in IMPLAN and needs to be in the dollar value that is triggering the Event.

Margins: This field indicates to IMPLAN whether or not Margins should be applied to the Event value. Only Commodities that can be sold via a retailer or wholesaler can be margined in a Commodity Event. Select “Producer” price for each Commodity Event in the template if the value is the price received by the producer for goods and services that are sold. Setting margins to "Purchaser" price means the value is the price paid by Industries and final users. If left blank, IMPLAN will default margins to Purchaser Price for marginable Commodities and Producer Price for non-marginable Commodities. Note that there is a sheet within the Event Template titled "Marginable Commodities". This includes a list of all of the Commodities in IMPLAN that can be sold via a wholesale or retail Industry, and thus could have margins selected where applicable.

Local Purchase Percentage: This field is required. Enter a value between 0-100%. This tells the software what portion of the line item Commodity was purchased locally and therefore affects the local Region. If this percentage is unknown, enter “SAM” to have IMPLAN look this up in the model’s Social Accounting Matrix. When LPP is set to SAM, LPP will be set to the Regional Purchasing Coefficient (RPC) for the given Commodity and Region. Leaving this value blank will by default set LPP to 100% for non-marginable Commodities and SAM for marginable Commodities.

LABOR INCOME

Event Name: This field is required. Enter a unique name for each Event in the project. The template will fail to upload if the same Event Name is used throughout multiple sheets.

Specification: This field is required. Use the dropdown menu to select a Labor Income.

Event Value: This field is required. The dollar value paid to the Labor Income component. Labor Income implies a value from an increase in earnings by existing employees or proprietors that is isolated from a change in industry production.

HOUSEHOLD INCOME

Event Name: This field is required. Enter a unique name for each Event in the project. The template will fail to upload if the same Event Name is used throughout multiple sheets.

Specification: This field is required. Use the dropdown menu to select a Household Income group.

Event Value: This field is required. The dollar value of Household Income should be entered. Household Income implies a value that includes income, personal tax, and savings but does not include payroll taxes.

INDUSTRY SPENDING PATTERN

Event Name: This field is required. Enter a unique name for each Event in the project. The template will fail to upload if the same Event Name is used throughout multiple sheets.

Specification: This field is required. The Industry value should be 1-546 for data years 2018 and forward.

Intermediate Input: This field is optional.* The Intermediate Input field is the total value of all purchases of non-durable goods and services that are used to produce other goods and services rather than for final consumption. When the Intermediate Input field is chosen, 100% of the entered value will be spent on the Commodities included in the Industry Spending Pattern.

Output: This field is optional.* Output is the total value of Industry production in Producer Prices. When a value is entered in the Output field, the value will be multiplied by the total Gross Absorption percentage for the Industry before being spent on the list of Commodities included in the Industry Spending Pattern.

While both fields are optional, at least one of them will require an entered value. If both fields contain information, IMPLAN will default to the Intermediate Input value. If both cells are left blank, IMPLAN will not upload the Event.

Commodity: This field is optional. The Commodity value should be 3001-3546 for data years 2018-present. This field should list all of the Intermediate Input Commodities included in the Industry’s Spending Pattern. If left blank, IMPLAN will automatically use the default spending pattern for the specified Industry.

Commodity Percentage: This field is optional. Enter a value between 0%-100% for each Commodity. This indicates how much of the total Intermediate Input value should apply to each Commodity in the Spending Pattern. The Sum of Percentages should equal 100%, regardless of whether Intermediate Inputs or Total Output is selected. If left blank, IMPLAN will upload the spending pattern with 0% applied to each Commodity in the list.

Local Purchase Percentage: This field is optional. Enter a value between 0%-100%. This tells the software what portion of the line item Commodity was purchased locally and therefore affects the local Region. If this percentage is unknown, enter “SAM” to have IMPLAN look this up in the model’s Social Accounting Matrix. When LPP is set to SAM, LPP will be set to the Regional Purchasing Coefficient (RPC) for the given Commodity and Region. If left blank, IMPLAN will default to SAM.

INSTITUTION SPENDING PATTERN

Event Name: This field is required. Enter a unique name for each Event in the project. The template will fail to upload if the same Event Name is used throughout multiple sheets.

Specification: This field is required. Enter the Institution code, not description.

Event Value: This field is required. The value entered should be the total value of spending on goods and services, as well as spending on labor. 100% of the entered value will be spent on the Commodities included in the Spending Pattern.

NOTE

The Event Template is available to use with the IMPLAN unaggregated schemes, as well as any custom or quick aggregation scheme, such as the 2-digit NAICS. Note, if using anything other than the unaggregated schemes, IMPLAN will only correctly upload the Events with the Event Template when the Aggregation Scheme is set first in a project as outlined here. In addition to this, if using the 2 or 3 Digit NAICS quick aggregation schemes, the Industry codes in the Event Template will be by rank, not the 2 or 3-digit NAICS codes. For example, 2-digit NAICS code 23 - Construction is shown in IMPLAN as rank code 4. To view the aggregation scheme rank, use the Industry Aggregation widget on the IMPLAN Dashboard under Advanced Tools.

GROUP

The Event Template contains directions in an orange box on each tab. The following details directions on what values should be entered in each cell for the U.S. Industry set Template. There are slight variations in the Canadian and International Templates.

The Groups tab creates a single-Region Group within a project. At this time, users cannot use the Event Template to create a Combined Region. The Group Events tab assigns Events to Groups. This will assign any Event to any Group created in the Template, as well as any Events or Groups created manually in IMPLAN.

GROUPS

Group Title: This field is required. Enter a unique name for each Group in the project. The template will fail to upload any duplicated Group Titles.

Data Year: This field is required. This field indicates the Data Year of any Events applied to this Group. We recommend using the Data Year that matches the year of the data which would be the year the Event took place. If a user is modeling something that is expected to happen in the future, we recommend using the most current Data Year. The template will fail to upload if left blank.

Dollar Year: This field is optional. This field indicates the Dollar Year of any Events applied to this Group. If left blank, IMPLAN will apply the current Dollar Year.

Scaling Factor: This field is required. Enter a Group Scaling Factor. Any number applied here will multiply all Event Values added to this Group. Enter "1" for the default Group scaling. The template will fail to upload if the Scaling Factor is left blank.

FIPS Code: This field is optional.* Enter a 5-digit FIPS code for each Group in the project. All FIPS codes must contain 5 digits, therefore these values must be formatted as text. Any state FIPS code must include three trailing zeros. For example, the Alabama FIPS code must be entered as 01000.

Zip Code: This field is optional.* Enter a 5-digit zip code for each Group in the project. All zip codes must contain 5 digits, therefore these values must be formatted as text.

*While each of these fields is optional, one of them will require an entered value. The template will fail to upload if both fields are populated in a single row.

GROUP EVENTS

Group Title: This field is required.* Enter a unique name for each Group in the project.

Event Name: This field is required.* Enter the name for each Event applied to a Group in the project. Event names can be from the other tabs of the Event Template or any Event names manually entered in IMPLAN.

*IMPLAN will add a blank Event and Group to the project for the user, if the Group Events tab is uploaded without creating the Group or Event within IMPLAN or the Event Template. An Event can be applied to more than one Group, but it requires a separate row in the Group Events tab.

TEMPLATES

Event Template - US

Event Template - Canada

Event Template - International

Margins

Why can I not margin Sectors I once was able to apply margins to?

Written August 30, 2023

Updated April 4, 2024

Using the Event Template

INTRODUCTION

CREATING A NEW EVENT TEMPLATE

STEP 1 – DOWNLOAD THE BLANK EVENT TEMPLATE

STEP 2 – IMPORT THE COMPLETED EVENT TEMPLATE

MARGINING

EVENT TYPE

INDUSTRY

INDUSTRY IMPACT ANALYSIS (DETAILED)

INDUSTRY IMPACT ANALYSIS (CUSTOM)

INDUSTRY CONTRIBUTION ANALYSIS

COMMODITY OUTPUT

LABOR INCOME

HOUSEHOLD INCOME

INDUSTRY SPENDING PATTERN

INSTITUTION SPENDING PATTERN

NOTE

GROUP

GROUPS

GROUP EVENTS

TEMPLATES

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