Changing 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 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.
You can perform a direct calculation on the row total cell in the
column. You can adjust a complete set of values for an item group by doing just one calculation using this feature. Calculating the total cell updates the total value and then distributes the resulting change to all the cells in the row according to the pro rata distribution. The calculation and distribution rules are the same as the rules for subtotal cells, yielding the same result horizontally and vertically.This table lists some frequently asked questions about Basic Calculations:
Questions | Answers |
---|---|
Which are the available options for calculations? |
Adding (+) and 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 takes 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 some frequently asked questions about 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%
|