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 formula groups, how to change formulas in a scenario, how to resynch those formulas, and also how to see the impact of different formulas in the Dependency Diagram. 

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.  You can easily identify the different number of Formula Groups by checking to see if there is a number next to the on the formula bar, next to it you will see the number of Scenarios within this group.  We call this dropdown the Scenario Formula Selector. In this example, the left side shows three Scenarios in one group.  The right side shows two groups, the current formula that is showing is applied to two Scenarios.  If you only have one Scenario selected, the formula shown is applied to that Scenario.  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. If there is not a number next to the Scenario Formula Selector, you can update the formula as you would normally do and it will be applied to all formulas.   If there is a number next to the Scenario Formula Selector, the formula bar will apply to all formulas within that group.  You can use the dropdown to see what Scenarios are included in that group, they will be blue while all other formulas will be grayed out.  In this example, the formula would be applied to the Best Case Scenario.   If this is not the Formula group that you want to adjust, select a Scenario from another group.  If you are comparing, click on a Scenario from another group or adjust the Scenario Selector to a Scenario from that group. 





How to create a different formula for a Scenarios. 


When unsyncing a formula to create a new Formula Group, it's important to note that new formula will also change in any Scenario that has used the selected Scenario as their Source Scenario, these Scenarios will be indented from the Scenario and connected by a line.  

  1. To create a new Formula group, open the Scenario Formula Selector. 
  2. Hover over the f+  of the Scenario you wish to adjust the formula for. You’ll notice different the Scenarios highlighted in blue will change. The Scenarios highlighted in blue will make up the new Scenario group
  3. Click on the f+ next to the Scenario you wish to change. Once you click f+ you can write the new formula and you’ll be prompted to Unsync Formula.  


Creating a new formula for a given Scenario will create a new formula group.  Hovering over the f+ will show you which Scenarios will be in that Formula group,


How to reset Formulas using the Scenario Formula Selector.


Using the Scenario Formula Selector dropdown, you will see Reset next to any formula that has been modified to be different from the rest of the formula group. When you reset a Scenario’s formula, it revert to the formula of it’s Source Scenario’s formula.  This change will also apply to any Scenario that used the selected Scenario as a source.  You can identify which Scenarios will be reset by hovering over the Reset option with the Scenario Formula Selector.  When hovering over the Rest option, any Scenario that is blue will be synced together.  



Examples of how resetting a formula will impact child Scenarios.

In this example, Pessimist has been changed, you can see Reset next to it. Very Pessimistic used Pessimist as its source, you can identify this because of the indentation.  When the the formula symbol is next to a Scenario, it means it has not been modified. In this case, it is still synched to Pessimist.  If you reset Pessimist, it would also reset Very Pessimistic.  You can also tell the Scenarios have the same formula because they are both blue when one is hovered over.


In this example, both Pessimist and Very Pessimistic have been changed, you can see Reset next to them.  Very Pessimistic used  Pessimist as a source, because we can Reset next to Very Pessimistic, this means the formula has been unsynced from Pessimist.  If you reset Pessimist, it wouldn’t reset Very Pessimistic.




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