If you’re unsure about how to create a What-If Formulae 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 What-If Formulae.
Identify and define scenario elements Identify and define key variables for your scenario. Start defining the required formulas elements by selecting relevant Datasource or Query and configuring the required measures and dimensions.
Define What-if formula Effortlessly configure your scenario formula for analysis through Expressions, leveraging predefined measures and values. Enhance convenience in your analysis by efficiently replicating a measure’s value to a new variable using the Copy of Value functionality.
Save What-if formula Save the configured What-If formula to ensure that the scenario elements, expressions, and copied values are stored for future use. This step is crucial for retaining your scenario setup and facilitates quick access to your What-If analysis in Infoveave.
Search
The Search Bar at the top-right of the screen allows you to quickly locate any What-If Formulae within the platform. Simply enter keywords related to the name of the What-If Formulae 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 Formulae. This layout provides a more visual representation of the What-If Formulae 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 Formulae 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 Formula List
The Export Formula List feature enables users to download a structured file containing all available What-If Formulae within the system. This functionality streamlines data management by providing a comprehensive overview for analysis, reporting, and sharing.
New Formula
Clicking the New Formula button opens a popup where users can enter relevant fields to create a new formula. This includes options to define variables, select data sources, and input necessary formula parameters. The popup streamlines the process, allowing users to quickly and efficiently build their formulas.
Filter By Datasource
The Filter by Datasource option allows users to refine the available data when creating or managing formulas. By clicking on the dropdown menu, users can select from available data sources, such as “Loan Data” in this example. This feature ensures that users can tailor their formulas to specific datasets, improving accuracy and relevance in the calculations or operations they perform.
