Planning Your What if
For example if you wish to conduct a ‘What if’ on Sales Revenue you may create a calculation based on the following parameters:
Lasts Years Sales Units * Price * < Price Change> * < Change of Sales Volume>
Where the < Field > represents user parameters that you want the user to input.
Building your Formulas
The calculations for your What If are built using the Add Calculated Field method described above. However, you will need to make sure that you use parameter fields in your calculation.
If you wish to apply % changes to your calculations then ensure you assume the user will input values where 100% = 100 and not 1. This is because some of the input options work in whole number increments and not decimals.
Note: you can only use a single parameter for a single input. For example a parameter field that is to be used for % Price Change cannot be used to also Capture % Change in Sales Volume unless you wish both values to be identical.
Defining User Prompt Formatting
On the report preview page you will be able to format your parameters to create dials and sliders for numeric fields.
Click on the Filters tab at the top of the page and select the parameter you wish you format. From here you will be able to edit the parameter options such as name and format etc.
Give the parameter a usable name – this will be displayed on the user prompt.
The default value used to ensure that the parameter can work even if the user doe not immediately enter a value.
Choose how you want the user prompt to be displayed. You can use wither a text box, Dial or slider.
If using a slider or dial choose the colour of the Slider or Dial
If using a slider or dial choose the minimum allowable value.
If using a slider or dial choose the maximum allowable value
Running your What if Scenario
If you change the parameters from the default values using the input mechanisms presented you will see the data in your report updated in your calculated field columns with new values.