Manage What-If Formulae

The Manage What-If Formula provides comprehensive control over your What-If formulas, allowing you to organize, customize, and share them efficiently. Here is a brief overview of the various management options available for your What-If formulas

Manage Export Format

Managing export formats allows you to define the format and structure of the exported analysis results. It provides flexibility in choosing the template and layout that best suits your reporting or analysis requirements. By managing export formats, you can ensure that the exported data is presented in a desired format, making it easier to analyze, or share.

Here is how you can effectively manage export formats

1. To export What-If formula, click on Manage Export Formula, on the preferred What-If formula.
2. To define a new template, click on New to access the configuration settings.
3. To configure the Export settings, start with assigning a name for the export template.
4. Identify the columns that you want to include in the exported results.
5. Check the checkboxes next to the desired columns. Unchecked columns will be ignored.
6. If you want to provide customized headings for the columns in the export, assign labels to them.These labels will be displayed while exporting the What-If formula.
7. Once you have configured the export settings and specified the desired columns and headings, click on Save.This will save the changes and finalize the export configuration.

Note

Once you have defined the template in the What-If formula, you can download the analysis results from the What-If analysis section in the specified template.

Caution

Once the template is named and saved it cannot be renamed.

Edit Formula

Edit What-If formula in Infoveave to bring refinements to the formula logic, expressions, or parameters. It enables you to fine-tune the formula based on changing requirements, data updates, or insights gained from previous analysis. Editing a formula ensures that it accurately reflects the desired calculations, conditions, and relationships, allowing for more precise and meaningful What-If analysis.

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

1. Find the specific What-If formula that you want to edit.
2. Click on the Edit icon associated with the formula.This will open the formula in Edit mode, allowing you to make changes the formula components like measures, dimensions, value types, or expressions.
3. After making the necessary modifications to the formula components, click on the Save button to save your edits.
4. To edit the formula element, click on the Edit button associated to the formula element.
5. To delete a formula element, click on the Delete button associated to that formula element.

Caution

The formula name and the datasource related cannot be edited.

Edit What-If Measures and Dimensions

Editing measures and dimensions within a What-If formula allows you to modify and refine the specific elements that contribute to the analysis. By adjusting measures, you can change the quantitative values or calculations used in the formula. Similarly, editing dimensions enables you to modify the qualitative attributes or categories that define the analysis context.

Note

The option to Edit Measures and Dimensions in a What-If formula is only available when the formula is created using an SQL query in Infoveave.

To edit the measures and dimensions within the formula, follow these steps

1. Open the What-If formula you want to edit.
2. Click on the Edit Measures and Dimension icon to enter the edit mode.
3. Make the necessary changes to the measures, such as adding, removing, or modifying existing measures.
4. Adjust the dimensions as needed, including adding, removing, or modifying dimensions.
5. After editing the measures and dimensions, save your changes by clicking, Save.

Caution

The formula name cannot be edited.

Share What-If Formulae

Sharing options such as sharing with specific users or roles provide control and flexibility in distributing the formulae to the right audience, ensuring efficient utilization and leveraging of the What-If capabilities.

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

1. Click on the Share icon to share the What-if formula with the team/role.
2. Choose the sharing method, select 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 formula with.
4. If you want to share the formula 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 formula 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 formula with the selected 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.

Copy What-If Formulae

Copying a What-If formula provides the ability to replicate and modify existing formulas, enabling efficient analysis, and customization.

To copy a What-If formula in Infoveave, follow these steps

1. Select the desired What-If formula you want to copy by clicking on the Copy Icon .
2. Provide a name for the copied formula.
3. Click Save to save the name for the copied formula.
4. If needed, make any necessary edits to the formula to meet your specific requirements.

Move to Folder

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

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

1. Select the What-If formula 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

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

Add Description

When using What-If formulae 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 formulae.

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

1. Select the desired What-If formula.
2. Click on the Add Description icon.
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 formula.
   • Description Enter a description that provides a brief overview or explanation of the formula.
   • Content Include any additional details or notes related to the formula.
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 Formula

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

1. Find the formula you want to delete.
2. Click on the Delete icon .
3. Type the asset name 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 formula, as it cannot be recovered once deleted.