Editing formulas within Scenarios

  • 7 April 2022
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One of the major benefits of Scenarios is the ability to use different formulas for each Scenario.  This article will discuss creating formula groups, how to change formulas in a Scenario and other options when using different formulas for different Scenarios..

Table of Contents

 

Formula Groups

 

By default, all formulas will remained synced together in one Formula Group.  However, you can change the formula for individual Scenarios or multiple Scenarios. When there are different formulas for different Scenarios, we call these Formula Groups. 

 

If there is more than 1 Formula Groups, they will be separated in another tab. Here we can see two different formula groups.  You can click on the name of each group to change between each group.

When a group has more than 1 formula in it, click on the … menu to see which Scenarios are included.

If you are comparing Scenarios, you can click on the Scenario within the grid to see which formula group it is part of.  

 

 

How to write a formula with Scenarios

 

When writing a formula with a Scenario, its important to remember that formula will change for all other formulas within that formula group unless specified.

To create a new group, click the add formula to Scenario button and select the Scenarios to use this formula. 

If this is your first group, the button will be on the right side of the formula bar.  If you already have multiple groups, click the plus sign to the right of the formula groups tab. 

Once this button is selected, choose the Scenarios you with to include and click Add Formula. This will create a new group.

 

 

How to delete a formula group

 

To delete a formula group, first select the group that you wish to delete. Next click the  button next to the formula group tab and click Delete formula. Next select the Scenario that contains the formula you wish to use. If there are multiple Scenarios in a group, it does not matter which one you select. 

 

 

How to add a Scenario to a formula group

 

To add a Scenario to a formula group, first select the group that you wish to add the Scenario to. Next click the  button next to the formula group tab. Select Apply formula to Scenarios, choose the new Scenarios to be included and click Add. They will not become part of that new group. If the Scenarios were the only ones left as part of another group, that group will be deleted. 

 

What happens when a new Scenario is made?

 

If you create a new Scenario, the Scenario will be included in which ever group is selected as its Initial source of Data.

For example, if I create a new Scenario called Best Case v2 and choose Best Case as its initial source, it will be included in every formula group as Best Case.


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