Change data in Grid

Calculations allows you to change cell values in the Grid. M3 DMP has two methods of calculations available for making changes Basic Calculations and Advanced 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 box to specify 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.

This table lists the 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.

This table lists the 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.

Examples of specifying cell values

Example Result

Specify: 100

 

Sets the cell value

Specify: 100 on group level

 

Sets value on group level to 100

Specify: 50%

 

Sets the value to 50%

Specify: + 100

 

Adds the value

Specify: - 100

 

Subtracts the value

Specify: – or + 10%

 

Subtracts or adds 10% to the value

  or 

Specify: - 200

Sets the cell value to - 200

Specify: - 50%

Sets the cell value to - 50%