If you’re unsure about how to create a datasource in Infoveave, you can always get assistance by clicking the Need Help button. Upon clicking the button, you’ll be directed to a visual walkthrough on how to create a datasource.
Select What-if formula Choose the specific What-If formula from the available options. This sets the foundation for analyzing various scenarios based on the selected formula.
Execute analysis Initiate the execution process to perform the What-If analysis with your chosen parameters. This step allows you to view the outcome in a table format, showcasing the calculated data based on the What-If formulas created.
Perform goal-seeking using parameters Manage parameters to explore different scenarios and analyze their outcomes. Define key, dimension, and dimension item parameters, specifying how values will be modified—whether by a specific value, percentage, or based on another parameter.
Reanalyze scenario based on outcomes Reanalyze scenarios to update the analysis results based on any changes made to the parameters. This step ensures that you can iteratively refine your analysis, incorporating new adjustments to parameters.
Save and export analysis Save and export analysis to preserve and store your analyzed parameters and processed data. By naming and adding the analysis to Infoveave, you can easily access and manage multiple analysis scenarios. This empowers you to generate reports, create visualizations, or utilize the data for further analysis.
Search
The Search Bar at the top-right of the screen allows you to quickly locate any analysis within the platform. Simply enter keywords related to the name of the analysis or any part of the content you’re searching for.
Card View
When you click on the Card option in the layout filter, the items are displayed in a card-based view, which is the default layout for organizing What-If Analysis. This layout provides a more visual representation of the What-If Analysis and folders, making it easier to identify and organize items.
List Views
When you click on the List option, the layout changes to a table view, which displays the items and folders in a more detailed, structured format. This layout is ideal for users who prefer seeing data in rows and columns, allowing for quick access to information such as the item name, type, creation date, last update date, and more.
New Folder
To organize your items and What-If Analysis more efficiently, you can create a new folder. Here’s how to do it
Click the New Folder button, this will open a popup where you can configure your new folder.
In the popup that appears, you’ll be prompted to enter a name for your new folder. Choose a name that helps you identify the folder’s purpose or contents, such as “Reports” or “Financial Data.”
After entering the folder name, click the Save button to create the folder. The new folder will appear under Folders section.
Export What-If Analysis List
The What-If Analysis List feature enables users to download a structured file containing all available What-If Analysis within the system. This functionality streamlines data management by providing a comprehensive overview for analysis, reporting, and sharing.
New Analysis
Clicking the New Analysis button opens a popup that allows users to create a new What-If Analysis. The popup provides fields for entering essential details, including the Analysis Name, where users can specify a title for the analysis. It also includes a Formula dropdown, enabling users to select the appropriate formula to apply in the analysis. Additionally, users can add filters to further refine the data for their analysis, ensuring the results are tailored to their specific needs. After filling in the necessary information, users can either cancel the process or save the new analysis, streamlining the workflow and ensuring efficient analysis creation.
Filter By Mode
The Filter by Mode option allows users to filter their analysis based on the mode of the data. In this example, users can choose between two modes Draft and Production.
