-
Notifications
You must be signed in to change notification settings - Fork 8
/
Copy pathPlanCategory.html
572 lines (460 loc) · 33.5 KB
/
PlanCategory.html
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
<!DOCTYPE html>
<!--[if IE 8]><html class="no-js lt-ie9" lang="en" > <![endif]-->
<!--[if gt IE 8]><!--> <html class="no-js" lang="en" > <!--<![endif]-->
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Plan Tab — valQ Custom Visual for Microsoft Power BI 1.0.0 documentation</title>
<script type="text/javascript" src="_static/js/modernizr.min.js"></script>
<script type="text/javascript" id="documentation_options" data-url_root="./" src="_static/documentation_options.js"></script>
<script type="text/javascript" src="_static/jquery.js"></script>
<script type="text/javascript" src="_static/underscore.js"></script>
<script type="text/javascript" src="_static/doctools.js"></script>
<script type="text/javascript" src="_static/language_data.js"></script>
<script type="text/javascript" src="_static/js/theme.js"></script>
<link rel="stylesheet" href="_static/css/theme.css" type="text/css" />
<link rel="stylesheet" href="_static/pygments.css" type="text/css" />
<link rel="stylesheet" href="_static/theme_overrides.css" type="text/css" />
<link rel="index" title="Index" href="genindex.html" />
<link rel="search" title="Search" href="search.html" />
<link rel="next" title="Simulate Tab" href="SimulateCategory.html" />
<link rel="prev" title="Model Tab" href="ModelCategory.html" />
</head>
<body class="wy-body-for-nav">
<div class="wy-grid-for-nav">
<nav data-toggle="wy-nav-shift" class="wy-nav-side">
<div class="wy-side-scroll">
<div class="wy-side-nav-search" >
<a href="index.html" class="icon icon-home"> valQ Custom Visual for Microsoft Power BI
<img src="_static/vbilogo.png" class="logo" alt="Logo"/>
</a>
<div role="search">
<form id="rtd-search-form" class="wy-form" action="search.html" method="get">
<input type="text" name="q" placeholder="Search docs" />
<input type="hidden" name="check_keywords" value="yes" />
<input type="hidden" name="area" value="default" />
</form>
</div>
</div>
<div class="wy-menu wy-menu-vertical" data-spy="affix" role="navigation" aria-label="main navigation">
<p class="caption"><span class="caption-text">Contents:</span></p>
<ul class="current">
<li class="toctree-l1"><a class="reference internal" href="Copyright.html">Copyright</a><ul>
<li class="toctree-l2"><a class="reference internal" href="Copyright.html#trademark-information">Trademark Information</a></li>
<li class="toctree-l2"><a class="reference internal" href="Copyright.html#patent-information">Patent Information</a></li>
<li class="toctree-l2"><a class="reference internal" href="Copyright.html#microsoft-power-bi-trademarks">Microsoft Power BI Trademarks</a></li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="Introduction.html">Introduction</a><ul>
<li class="toctree-l2"><a class="reference internal" href="Introduction.html#document-history">Document History</a></li>
<li class="toctree-l2"><a class="reference internal" href="Introduction.html#who-should-read-this-guide">Who should read this guide?</a></li>
<li class="toctree-l2"><a class="reference internal" href="Introduction.html#what-is-the-visual-bi-valq-for-power-bi-as-a-custom-visual-component">What is the Visual BI valQ for Power BI as a Custom Visual Component?</a></li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="Definitions.html">Definitions</a></li>
<li class="toctree-l1"><a class="reference internal" href="Generalfeatures.html">General Features of valQ Custom Visual</a><ul>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#instructions-for-valq-custom-visual">Instructions for valQ Custom Visual</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#input-data">Input Data</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#tree-drill-down">Tree Drill Down</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#zoom-and-pan">Zoom and Pan</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#expand-collapse-of-tree-view">Expand/Collapse of Tree View</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#value-display-and-simulation-period">Value Display and Simulation Period</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#sub-models-filters">Sub Models - Filters</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#kpis">KPIs</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#data-simulation">Data Simulation</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#key-inputs">Key Inputs</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#scenarios-functionality">Scenarios Functionality</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#constraints">Constraints</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#visualization">Visualization</a></li>
<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#contextual-help-information">Contextual Help Information</a></li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="Generalfeatures.html#understanding-variances">Understanding Variances</a></li>
<li class="toctree-l1"><a class="reference internal" href="Generalfeatures.html#understanding-the-node-widget-information">Understanding the Node Widget Information</a></li>
<li class="toctree-l1"><a class="reference internal" href="Generalfeatures.html#conducting-what-if-analysis">Conducting what-if analysis</a></li>
<li class="toctree-l1"><a class="reference internal" href="Generalfeatures.html#getting-more-information-about-a-value-driver">Getting more information about a Value driver</a></li>
<li class="toctree-l1"><a class="reference internal" href="Generalfeatures.html#saving-and-opening-scenarios">Saving and Opening Scenarios</a></li>
<li class="toctree-l1"><a class="reference internal" href="valQ.html">valQ in Power BI</a></li>
<li class="toctree-l1"><a class="reference internal" href="ModelCategory.html">Model Tab</a><ul>
<li class="toctree-l2"><a class="reference internal" href="ModelCategory.html#new-tab">New Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#open-a-sample-model">Open a Sample Model</a><ul>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#general">General</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#configuration">Configuration</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#display">Display</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#simulation">Simulation</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#business-definition">Business Definition</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#conditional-formatting">Conditional Formatting</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#secondary-kpis">Secondary KPIs</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#create-a-simple-model">Create a Simple Model</a><ul>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#read-only-dynamic-tree-in-editor">Read only Dynamic Tree in Editor</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#dynamic-scaling-on-dynamic-tree">Dynamic Scaling on Dynamic Tree</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#create-an-advanced-model">Create an Advanced Model</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#import-an-advanced-model">Import an Advanced Model</a><ul>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#import-from-excel">Import from Excel</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#import-from-an-export-file">Import from an Export File</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#additional-properties-of-new-tab">Additional Properties of New Tab</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="ModelCategory.html#node-tab">Node Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#quick-editor-in-node-tab">Quick Editor in Node Tab</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#additional-properties-of-node-tab">Additional Properties of Node Tab</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="ModelCategory.html#data-series-tab">Data Series Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#data-series-manager">Data Series Manager</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#time-aggregation-labels">Time Aggregation Labels</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#data-sorting">Data Sorting</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#additional-properties-of-data-series-tab">Additional Properties of Data Series Tab</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="ModelCategory.html#settings-tab">Settings Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#navigation-panel">Navigation Panel</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#nodes">Nodes</a><ul>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#contribution-and-performance-variance-percentage">Contribution and Performance Variance Percentage</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#canvas">Canvas</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#number-formatting">Number Formatting</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#id1">Conditional Formatting</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#color-theme">Color Theme</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#additional-properties-of-settings-tab">Additional Properties of Settings Tab</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="ModelCategory.html#general-tab">General Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#license-registration">License Registration</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#export">Export</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#writeback">Writeback</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#additional-properties-of-the-general-tab">Additional Properties of the General Tab</a></li>
</ul>
</li>
</ul>
</li>
<li class="toctree-l1 current"><a class="current reference internal" href="#">Plan Tab</a><ul>
<li class="toctree-l2"><a class="reference internal" href="#understanding-the-features">Understanding the features</a></li>
<li class="toctree-l2"><a class="reference internal" href="#budgeting-allocation-scenarios">Budgeting & allocation scenarios</a></li>
<li class="toctree-l2"><a class="reference internal" href="#other-features">Other features</a><ul>
<li class="toctree-l3"><a class="reference internal" href="#adding-a-note">Adding a Note</a></li>
<li class="toctree-l3"><a class="reference internal" href="#view-history">View History</a></li>
</ul>
</li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="SimulateCategory.html">Simulate Tab</a></li>
<li class="toctree-l1"><a class="reference internal" href="AnalyzeCategory.html">Analyze Tab</a><ul>
<li class="toctree-l2"><a class="reference internal" href="AnalyzeCategory.html#variance-analysis">Variance Analysis</a></li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="Storage and Collaboration.html">Storage and Collaboration</a></li>
<li class="toctree-l1"><a class="reference internal" href="Knownissues.html">Known Issues and Limitations</a></li>
</ul>
</div>
</div>
</nav>
<section data-toggle="wy-nav-shift" class="wy-nav-content-wrap">
<nav class="wy-nav-top" aria-label="top navigation">
<i data-toggle="wy-nav-top" class="fa fa-bars"></i>
<a href="index.html">valQ Custom Visual for Microsoft Power BI</a>
</nav>
<div class="wy-nav-content">
<div class="rst-content">
<div role="navigation" aria-label="breadcrumbs navigation">
<ul class="wy-breadcrumbs">
<li><a href="index.html">Docs</a> »</li>
<li>Plan Tab</li>
<li class="wy-breadcrumbs-aside">
</li>
</ul>
<hr/>
</div>
<div role="main" class="document" itemscope="itemscope" itemtype="http://schema.org/Article">
<div itemprop="articleBody">
<div class="section" id="plan-tab">
<h1>Plan Tab<a class="headerlink" href="#plan-tab" title="Permalink to this headline">¶</a></h1>
<p>With the Plan Tab, it is possible to create new plans based on existing data (e.g. prior period actuals or existing budget) or from scratch (Zero-based budgeting).</p>
<div class="section" id="understanding-the-features">
<h2>Understanding the features<a class="headerlink" href="#understanding-the-features" title="Permalink to this headline">¶</a></h2>
<p>On clicking the Plan Tab, the ‘New Series’ popup opens. Before creating a new series the user is required to click on the ‘Lock’ button. This ensures that the node hierarchy is fixed and no structural changes are possible unless unlocked again.</p>
<div class="figure align-center" id="id1">
<img alt="alternate text" src="_images/PL_1.png" />
<p class="caption"><span class="caption-text">Locking the model</span><a class="headerlink" href="#id1" title="Permalink to this image">¶</a></p>
</div>
<p>Once locked, the new series can be renamed and the base series can be chosen. The new series can be created based on ‘Budget’, ‘Forecast’ or from scratch by selecting ‘Empty Series’ option.
In the figure below, the series has been named ‘Jan Forecast’ and ‘Budget’ has been selected as the series to start with.</p>
<div class="figure align-center" id="id2">
<img alt="alternate text" src="_images/PL_2.png" />
<p class="caption"><span class="caption-text">Creating a new series</span><a class="headerlink" href="#id2" title="Permalink to this image">¶</a></p>
</div>
<p>On clicking ‘Submit’, the ‘Input Editor’ screen opens.</p>
<p>The name of the series gets highlighted as shown in the figure below. The footer highlights the base series from which the particular series has been created.</p>
<div class="figure align-center" id="id3">
<img alt="alternate text" src="_images/PL_3.png" />
<p class="caption"><span class="caption-text">Input Editor screen</span><a class="headerlink" href="#id3" title="Permalink to this image">¶</a></p>
</div>
<p>The newly created series can be set as the primary or the comparison series by clicking on the settings icon. The series can also be renamed or deleted by choosing the appropriate option.</p>
<div class="figure align-center" id="id4">
<a class="reference internal image-reference" href="_images/PL_4.png"><img alt="alternate text" src="_images/PL_4.png" style="width: 200px;" /></a>
<p class="caption"><span class="caption-text">Context Menu</span><a class="headerlink" href="#id4" title="Permalink to this image">¶</a></p>
</div>
<p>In the ‘Action Menu’, options to allocate values, add notes, refresh datasource and view history are present.</p>
<div class="figure align-center" id="id5">
<img alt="alternate text" src="_images/PL_5.png" />
<p class="caption"><span class="caption-text">Action Menu</span><a class="headerlink" href="#id5" title="Permalink to this image">¶</a></p>
</div>
<ol class="arabic simple">
<li><p>‘Weight’ and ‘Equals’ options can be used to allocate a node’s ‘Total’ value across all periods</p></li>
<li><p>‘Trend’ and ‘Copy-to’ options can be used to edit period values</p></li>
<li><p>Child nodes can be allocated either by weight or equally by choosing the ‘Weight’ or ‘Equal’ option in the ‘Allocate children’ section. ‘Copy-to’ can be used to copy a node’s value to its sibling nodes.</p></li>
<li><p>‘Hold’ and ‘Release’ can be used to lock or unlock certain cells as needed.</p></li>
<li><p>‘Note’ option lets the user to add, modify or delete notes.</p></li>
<li><p>On clicking ‘Refresh Datasource’, the newly created series gets updated if there are any changes to the input data.</p></li>
<li><p>‘View History’ can be used to view the changes performed and also roll back changes.</p></li>
</ol>
<p>There is a ‘Search’ option which is particularly useful when using large models. On entering a node name or node ID, only the corresponding node and its child nodes get displayed.</p>
<div class="figure align-center" id="id6">
<img alt="alternate text" src="_images/PL_6.png" />
<p class="caption"><span class="caption-text">Search option for filtering nodes</span><a class="headerlink" href="#id6" title="Permalink to this image">¶</a></p>
</div>
<p>The model along with the overall and period values get displayed in a table form. In case, the empty series has been chosen as the series to start with, only the structure and relationships are displayed and not the values.</p>
<p>On selecting a cell, additional information such as the calculation method and time aggregation for the node appears in the footer. The number format and scaling that were configured while modelling are retained. The ‘Number Bar’ will have the absolute value irrespective of the format and scaling.</p>
<div class="figure align-center" id="id7">
<img alt="alternate text" src="_images/PL_8.png" />
<p class="caption"><span class="caption-text">Table view</span><a class="headerlink" href="#id7" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="budgeting-allocation-scenarios">
<h2>Budgeting & allocation scenarios<a class="headerlink" href="#budgeting-allocation-scenarios" title="Permalink to this headline">¶</a></h2>
<p><strong>Scenario 1</strong>: To increase Total Revenue by 10% and allocate the increase to Sales Revenue with no changes to Other Revenue</p>
<ol class="loweralpha simple">
<li><p>For our example, expand the Total Revenue. Now select the node ‘Other Revenue’ and lock the node (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id8">
<img alt="alternate text" src="_images/pl11.png" />
<p class="caption"><span class="caption-text">Locking node</span><a class="headerlink" href="#id8" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="2">
<li><p>Now select the Total Cell for node ‘Total Revenue’ as shown in the below Figure.</p></li>
</ol>
<div class="figure align-center" id="id9">
<a class="reference internal image-reference" href="_images/pl12.png"><img alt="alternate text" src="_images/pl12.png" style="width: 400px;" /></a>
<p class="caption"><span class="caption-text">Cell selection</span><a class="headerlink" href="#id9" title="Permalink to this image">¶</a></p>
</div>
<p>You can update the number by double clicking the cell and entering the number directly in the number bar. Or you can enter the number in the popup.</p>
<ol class="loweralpha simple" start="3">
<li><p>Now double click the total cell and type ‘+10%’ at the end of the number and click on ‘Weight’ as shown in the below Figure.</p></li>
</ol>
<div class="figure align-center" id="id10">
<a class="reference internal image-reference" href="_images/pl13.png"><img alt="alternate text" src="_images/pl13.png" style="width: 400px;" /></a>
<p class="caption"><span class="caption-text">Total cell value increased to 10 %</span><a class="headerlink" href="#id10" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="4">
<li><p>You will be able to view the ‘Spread by Weights’ screen.</p></li>
</ol>
<div class="figure align-center" id="id11">
<a class="reference internal image-reference" href="_images/pl14.png"><img alt="alternate text" src="_images/pl14.png" style="width: 400px;" /></a>
<p class="caption"><span class="caption-text">Spread by Weights</span><a class="headerlink" href="#id11" title="Permalink to this image">¶</a></p>
</div>
<p>By default, the current node and the current series are selected. You can also select different weights to allocate. You can further decide to allocate the full amount or the delta amount (see Figure above).</p>
<p>The ‘Overwrite Values’ option deletes the existing period values and rewrites the new allocated value. The ‘Append to Values’ option will add the delta value to the existing period values and only the delta value gets allocated based on the selected weights (see Figure above).
For our example, the Overwrite option has been selected.</p>
<ol class="loweralpha simple" start="5">
<li><p>As an end result of the Scenario 1, you will be able to view the Input Editor screen updated with the configured values (see Figure below). The cells which were impacted because of the allocation operations turns yellow.</p></li>
</ol>
<div class="figure align-center" id="id12">
<img alt="alternate text" src="_images/pl15.png" />
<p class="caption"><span class="caption-text">Increased ‘Total Revenue’ without impacting ‘Other Revenue’</span><a class="headerlink" href="#id12" title="Permalink to this image">¶</a></p>
</div>
<p><strong>Scenario 2</strong>: To increase ‘Cost of Sales’ by 10% from April onwards</p>
<ol class="loweralpha simple">
<li><p>For our example, select the Node ‘Cost of Sales’ for April month (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id13">
<img alt="alternate text" src="_images/pl16.png" />
<p class="caption"><span class="caption-text">Cell Selection</span><a class="headerlink" href="#id13" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="2">
<li><p>Increase the cell value by 10% and click Enter (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id14">
<img alt="alternate text" src="_images/pl17.png" />
<p class="caption"><span class="caption-text">Cost of Sales for April increased by 10%</span><a class="headerlink" href="#id14" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="3">
<li><p>Now click the “Copy To” icon to copy the value from April across the periods till December (see Figure below)</p></li>
</ol>
<div class="figure align-center" id="id15">
<a class="reference internal image-reference" href="_images/pl18.png"><img alt="alternate text" src="_images/pl18.png" style="width: 75px;" /></a>
<p class="caption"><span class="caption-text">Copy-to icon</span><a class="headerlink" href="#id15" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="4">
<li><p>After clicking the Copy to icon, the Input Editor screen looks similar to the Figure shown below.</p></li>
</ol>
<div class="figure align-center" id="id16">
<img alt="alternate text" src="_images/pl19.png" />
<p class="caption"><span class="caption-text">Constant cell values from Apr to Dec</span><a class="headerlink" href="#id16" title="Permalink to this image">¶</a></p>
</div>
<p><strong>Scenario 3</strong>: To increase ‘Other Costs’ based on a monthly trend of 2%</p>
<ol class="loweralpha simple">
<li><p>For our example, select the Node ‘Other Costs’ for Jan month (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id17">
<a class="reference internal image-reference" href="_images/pl22.png"><img alt="alternate text" src="_images/pl22.png" style="width: 400px;" /></a>
<p class="caption"><span class="caption-text">Cell Selection</span><a class="headerlink" href="#id17" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="2">
<li><p>Now click the ‘Trend’ icon (see Figure below)</p></li>
</ol>
<div class="figure align-center" id="id18">
<a class="reference internal image-reference" href="_images/pl23.png"><img alt="alternate text" src="_images/pl23.png" style="width: 60px;" /></a>
<p class="caption"><span class="caption-text">Trend icon</span><a class="headerlink" href="#id18" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="3">
<li><p>Now the Trend pop up opens. For our example, select the ‘By Percentage’ option and enter value 2 in the Increase Trend section. Now select the Overwrite Values option and click ‘Apply’ (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id19">
<a class="reference internal image-reference" href="_images/pl24.png"><img alt="alternate text" src="_images/pl24.png" style="width: 400px;" /></a>
<p class="caption"><span class="caption-text">Increasing Trend of 2 %</span><a class="headerlink" href="#id19" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="4">
<li><p>Based on the above configuration, you will be able to view the Input Editor screen as shown below.</p></li>
</ol>
<div class="figure align-center" id="id20">
<img alt="alternate text" src="_images/pl25.png" />
<p class="caption"><span class="caption-text">Increased monthly trend</span><a class="headerlink" href="#id20" title="Permalink to this image">¶</a></p>
</div>
<p><strong>Scenario 4</strong>: To redistribute ‘Support Costs’ based on ‘Cost of Sales’.</p>
<ol class="loweralpha simple">
<li><p>For our example, select the Node ‘Support Costs’ in Total column (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id21">
<img alt="alternate text" src="_images/pl26.png" />
<p class="caption"><span class="caption-text">Cell Selection</span><a class="headerlink" href="#id21" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="2">
<li><p>Now click the ‘Weight’ icon (see Figure below)</p></li>
</ol>
<div class="figure align-center" id="id22">
<img alt="alternate text" src="_images/pl27.png" />
<p class="caption"><span class="caption-text">Weight icon</span><a class="headerlink" href="#id22" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="3">
<li><p>The Spread by Weight pop up opens. For our example, select the Node as ‘Cost of Sales’. Select the ‘Overwrite Values’ option and click ‘Apply’ (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id23">
<a class="reference internal image-reference" href="_images/pl28.png"><img alt="alternate text" src="_images/pl28.png" style="width: 400px;" /></a>
<p class="caption"><span class="caption-text">Spreads by Weights</span><a class="headerlink" href="#id23" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="4">
<li><p>As an end result of the Scenario 4, you will be able to view the Input Editor screen loaded with the redistributed values (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id24">
<img alt="alternate text" src="_images/pl29.png" />
<p class="caption"><span class="caption-text">Redistributed values</span><a class="headerlink" href="#id24" title="Permalink to this image">¶</a></p>
</div>
<p><strong>Scenario 5</strong>: To increase ‘Rent’ by 5% for Q1 and 10% from Q2 Onwards.</p>
<ol class="loweralpha simple">
<li><p>Select the Node ‘Rent’ and lock the entire Row.</p></li>
<li><p>Release the lock for the cells from Jan to Mar.</p></li>
<li><p>Now select the cell ‘Jan’. Increase the value by 5% (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id25">
<a class="reference internal image-reference" href="_images/pl30.png"><img alt="alternate text" src="_images/pl30.png" style="width: 400px;" /></a>
<p class="caption"><span class="caption-text">Rent increased by 5% for Jan Month</span><a class="headerlink" href="#id25" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="4">
<li><p>Now copy it across the cells. The Input Editor looks similar to the Figure as shown below.</p></li>
</ol>
<div class="figure align-center" id="id26">
<img alt="alternate text" src="_images/pl31.png" />
<p class="caption"><span class="caption-text">Rent increased by 5% across the cells in the Row</span><a class="headerlink" href="#id26" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="5">
<li><p>Now release the lock for the complete Row of the Node Rent.</p></li>
<li><p>Select the cell ‘Apr’. Increase the value by 10% (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id27">
<img alt="alternate text" src="_images/pl32.png" />
<p class="caption"><span class="caption-text">Rent increased by 10% for Apr Month</span><a class="headerlink" href="#id27" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="7">
<li><p>Now copy it across the cells. The Input Editor looks similar to the Figure as shown below.</p></li>
</ol>
<div class="figure align-center" id="id28">
<img alt="alternate text" src="_images/pl33.png" />
<p class="caption"><span class="caption-text">Rent increased by 10% from Apr till Dec</span><a class="headerlink" href="#id28" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="other-features">
<h2>Other features<a class="headerlink" href="#other-features" title="Permalink to this headline">¶</a></h2>
<div class="section" id="adding-a-note">
<h3>Adding a Note<a class="headerlink" href="#adding-a-note" title="Permalink to this headline">¶</a></h3>
<ol class="loweralpha simple">
<li><p>In the Input Editor, select the node ‘Rent’ for Total column (see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id29">
<a class="reference internal image-reference" href="_images/pl34.png"><img alt="alternate text" src="_images/pl34.png" style="width: 500px;" /></a>
<p class="caption"><span class="caption-text">Cell Selection</span><a class="headerlink" href="#id29" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="2">
<li><p>Now click on the ‘Note’ Icon as shown below.</p></li>
</ol>
<div class="figure align-center" id="id30">
<img alt="alternate text" src="_images/pl35.png" />
<p class="caption"><span class="caption-text">Note Icon</span><a class="headerlink" href="#id30" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="3">
<li><p>Enter the details in the note pop up as shown below.</p></li>
</ol>
<div class="figure align-center" id="id31">
<img alt="alternate text" src="_images/pl36.png" />
<p class="caption"><span class="caption-text">Comments for the cell</span><a class="headerlink" href="#id31" title="Permalink to this image">¶</a></p>
</div>
<ol class="loweralpha simple" start="4">
<li><p>Once a note is entered, the cell would look similar to the Figure as shown below. On the right top corner, you can view a Note Indicator.</p></li>
</ol>
<div class="figure align-center" id="id32">
<img alt="alternate text" src="_images/pl37.png" />
<p class="caption"><span class="caption-text">Note Indicator</span><a class="headerlink" href="#id32" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="view-history">
<h3>View History<a class="headerlink" href="#view-history" title="Permalink to this headline">¶</a></h3>
<p>Using the View History option, you will be able to view the allocation and change history. ‘Reset all’ would delete all the allocation adjustments made to the series.
‘Restore to this step’ traces back to the selected step (see Figure below).</p>
<div class="figure align-center" id="id33">
<a class="reference internal image-reference" href="_images/pl38.png"><img alt="alternate text" src="_images/pl38.png" style="width: 400px;" /></a>
<p class="caption"><span class="caption-text">View History</span><a class="headerlink" href="#id33" title="Permalink to this image">¶</a></p>
</div>
</div>
</div>
</div>
</div>
</div>
<footer>
<div class="rst-footer-buttons" role="navigation" aria-label="footer navigation">
<a href="SimulateCategory.html" class="btn btn-neutral float-right" title="Simulate Tab" accesskey="n" rel="next">Next <span class="fa fa-arrow-circle-right"></span></a>
<a href="ModelCategory.html" class="btn btn-neutral float-left" title="Model Tab" accesskey="p" rel="prev"><span class="fa fa-arrow-circle-left"></span> Previous</a>
</div>
<hr/>
<div role="contentinfo">
<p>
© Copyright 2019, Visual BI Solutions
</p>
</div>
</footer>
</div>
</div>
</section>
</div>
<script type="text/javascript">
jQuery(function () {
SphinxRtdTheme.Navigation.enable(true);
});
</script>
</body>
</html>