Manage What-If Analysis

Manage What-If Analysis helps you to manage the What-If analysis. It allows you to organize, customize, and share them efficiently. Here is a brief overview of the various management options available for your What-If analysis

What-If analysis can be managed with the options to Share, Edit, Move to Folder, Add Description, and Delete.

Edit Analysis

Edit the What-If Analysis to ensure that the analysis reflects the desired modifications and meets your evolving requirements.

To modify a What-If Analysis in Infoveave, follow these steps

1. Find the specific What-If analysis that you want to edit.
2. Click on the Edit icon associated with the analysis.This will open the analysis in Edit mode, allowing you to make changes.
3. Modify Analysis components
   • Edit Name Enter a new name that accurately reflects the purpose or updates of the analysis.
   • Change Formula Select new formula from the list of available formulas previously created.
   • Edit/Change Filters Edit or change the filters or conditions to focus on specific data subsets.
4. After making the necessary modifications to the formula components, click on the Save button to save your edits.

Share What-If Analysis

Sharing options in Infoveave What-If Analysis, such as user and role-based sharing, ensure efficient distribution and utilization of analysis among the intended audience.

You can share your What-If analysis with other users or roles in Infoveave. Follow these steps to share your analysis

1. Click on the Share icon to share the What-if analysis with the team/role.
2. Choose the sharing method, by selecting between the available options, Share with User or Share with Role.
3. If you choose Share with User, go to the Share with Users.From the share dialogue box, select the user(s) you want to share the What-If analysis with.
4. If you want to share the analysis with all users, select the Share with Everyone option.
5. If you choose Share with Role, switch to the Share with Role.Pick the roles you want to share the What-If analysis with from the share dialogue box.
6. To remove a specific user or role from the shared list, uncheck the corresponding checkbox.
7. Click Save to share your What-If analysis with the selected users/roles.

Note

• Share with Everyone options give the access of the shared entity to all users along with new users.
• Shared individuals will receive a notification after the successful share.
• To stop sharing the analysis, simply unselect the users/roles.

Tip

• Share icon will be Blue in color when shared with all.
• Share icon will be Green in color when shared with a few.

Move to Folder

Organize your What-If analysis by easily moving them to designated folders.

To organize your What-If analysis under folders, follow these steps

1. Select the What-If analysis you want to move by clicking on the Move to Folder icon.
2. Choose the desired folder from the dropdown menu.
3. Click the Save button to finalize the move.

Tip

• Alternately, you can drag and drop a Analysis to any folder, to add it to that specific folder.
• You can also remove a analysis from a folder by dragging it outside the folder.

Add Description

When using What-If analysis in Infoveave, you can add descriptions to provide more information. You can choose between, the Rich Text Editor or the Markdown Editor, to write and format your descriptions. This allows you to provide tags, short description, or contents about the purpose and usage of your What-If analysis.

To add a description to your What-If analysis, follow these steps

1. Select the desired What-If analysis.
2. Click on the Add Description option.
3. Choose the type of editor you prefer, Rich Text Editor or Markdown Editor.
4. Fill in the necessary information in the provided fields
   • Tags Add any relevant tags to categorize your analysis.
   • Description Enter a description that provides a brief overview or explanation of the analysis.
   • Content Include any additional details or notes related to the analysis.
5. Click Save to save the description.

Tip

The Modal automatically converts text to Markdown language and vice versa, allowing more choice to the users.

Note

The Markdown Editor allows you to use simple text formatting syntax to format your description.

• Use asterisks (*) or underscores (_) to emphasize text. For example, italic or italic will appear as italicized text.
• Use double asterisks (**) or double underscores (__) for bold text. For example, bold or bold will appear as bold text.
• Create lists by starting each line with a dash (-) or an asterisk (*), followed by a space.
• Add hyperlinks using square brackets [ ] and parentheses ( ) for the URL. For example, Link will create a clickable link.
• Other formatting options include headers, blockquotes, code snippets, and more. Refer to any Markdown syntax guides for additional details.

Delete What-If Analysis

To delete a What-If analysis in Infoveave, follow these simple steps

1. Find the analysis you want to delete.
2. Click on the Delete icon .
3. Type the specified text from the warning message in the provided text field.
4. Alternatively, you can copy the text from the icon and paste it in the text field.
5. Once you have entered the correct text, click on Delete.

Caution

Please be cautious when deleting a What-If analysis, as it cannot be recovered once deleted.