About Calculations

Basic Calculations

The Basic Calculations method offers you a way to change the value of one or more cells by using the Basic Calculation dialog to enter a new value, which you then relate to the existing values in the selected cells by calculating action.

It is possible to calculate directly on the row total cell in the Total Column. This feature makes it possible to adjust a complete set of values for an item group by doing just one calculation. Calculating on the Total cell updates the total value and then distributes the resulting change to all the cells in the row according to pro-rata distribution. The calculation and distribution rules are exactly the same as the rules for Subtotal cells, yielding the same result horizontally and vertically. FAQs on Basic Calculations

 

Questions	Answers
Which are the available options for calculations?	Adding (+) Equals (=)
How are my changes distributed to selected cells with value?	All calculational actions are distributed to selected cells with value.
How are my changes distributed to selected cells with or without  value?	Adding and subtracting actions are distributed to selected cells with value.
How are my changes distributed to selected cells without value?	All calculational actions are distributed to selected cells with without value
How are changes causing negative markers handled?	Cell values can be negative.
When I'm working in the aggregated view, when and how are my changes distributed?	The changes are distributed as the sheet is closed. The breakdown of values from the aggregated level will take place in accordance with the existing distribution of values for the individual cells.

Advanced Calculations

The Advanced Calculation method offers additional functionality by allowing to change cells by matching values between source and target cells. You can include or exclude the value of the target cell with the source cell value when calculating the new value. FAQs on Advanced Calculations

 

Questions	Answers by value	Answers by matching cells
Which calculational actions do I have available?	Adding (+) constant and percentage Subtracting (-) constant and percentage.	Adding (+) constant and percentage Subtracting (-) constant and percentage
How are my changes distributed to selected cells with value?	All calculational actions are distributed to selected cells with value pro rata.	All calculational actions are distributed to selected cells with value by matching key.
How are my changes distributed to selected cells with or without  value?	Adding and subtracting actions are distributed to selected cells with value pro rata.	Adding and subtracting actions are distributed to selected cells by matching key.
How are my changes distributed to selected cells without value?	All calculational actions are distributed to selected cells equally.	All calculational actions are distributed to selected cells without value by matching key.
How are changes causing negative markers handled?	Values in target cells can be negative	Values in target cells can be negative
When I'm working in the aggregated view, when and how are my changes distributed?	The changes are distributed as the sheet is closed. The breakdown of values from the aggregated level will take place in accordance with the existing distribution of values for the individual cells.	The changes are distributed as the sheet is closed. The breakdown of values from the aggregated level will take place in accordance with the existing distribution of values for the individual cells.

For both methods it is important to mention that all changes must be part of a scenario part or a planned sales activity.

Example of entering cell values

Example	Result
Enter:    100	Sets the cell value
Enter:100 on grouplevel	Sets value on grouplevel to 100
Enter: 50%	Sets the value to 50%
Enter +100	Adds the value
Enter -100	Subtracts the value
Enter – or +10%	Subtracts or adds 10% to the value   or
Enter 200-	Sets the cell value to -200
Enter 50-%	Sets the cell value to – 50%