CPM analysis toolbar

The CPM Analysis toolbar initially shows only a Design menu and a Refresh button in a workbook with no datasets. After a writable dataset is loaded in a workbook, the Save, Lock, Unlock, and Set Constraints toolbar buttons is also displayed.

Design enables you to change tabs in order to add/edit datasets or insert data onto a worksheet. The menu provides these options:

Dataset allows you to create a new dataset or edit an existing dataset for a selected data source. For details, see "Adding/Editing a Dataset."

  • Insert Block enables you to insert data from a selected dataset into a worksheet. For details, see "Inserting a Block of Data."
  • Insert Members enables you to insert one dataset member at a time into a worksheet. For details, see "Inserting Members."
  • Insert Value enables you to insert a hard-coded database value for a selected data slice into a worksheet. For details, see "Inserting a Value."
  • Save Data and Structure does not save worksheet changes. To save worksheet changes, including changes to your datasets, you must save the workbook using the Save command from the File menu.
    • The Save from the File menu does not save user security information, and it does not save data or structure to a model.
    • Before sharing workbooks that were saved using Save from the File menu, clear the data in the workbook using the Clear Data command to protect secure data from restricted users.
  • Refresh Data and Structure replaces existing data and structure for all datasets in the entire workbook with the data and structure stored in a model. For a CPM model, it replaces existing data (not structure). If the data and structure changes are not saved, they will be lost when the workbook is refreshed.
    • If data is synchronized to the source model of a dataset after data has already been inserted on a worksheet, you must first refresh the worksheet to show the new data.
  • Lock protects highlighted values in the current worksheet from changing during a top down spread. For more information, see "Locking/Unlocking Cells." If no writable dataset exists in the workbook, this command is not displayed.
  • Unlock removes protection for highlighted values in the current worksheet to enable values to change during a top down spread. If no writable dataset exists in the workbook, this command is not displayed.
  • Set Constraints establishes upper and lower limits for any selected cell that belongs to a dataset, such as an MPCData formula or a downfoot total. Setting constraints enables you to control the parameters of a top down spread. For more information, see "Setting/Removing Constraints." If no writable dataset exists in the workbook, this command is not displayed.