9.1 - Create and configure a scenario
Before creating a scenario, we'll begin this example by creating a matrix with the previous year's revenue values (PY Revenue), and an inserted column for Revenue Projection, which we'll use for our scenario simulations. By default, we have chosen to copy the previous year's revenue values to the Revenue Projection column to use as a baseline.
Create a scenario
To create a scenario, begin by selecting Scenario under the Model ribbon.
Edit the scenario name.
Choose which series to include in the scenario for simulations.
Select Create.
The scenario has been created. Series that have not been included in the scenario (PY Revenue in this example) are shown with a greyed-out header and values.
To simulate values, select a cell and use the slider. Simulations will be covered in more detail in the next guide.
Simulated values are displayed at the top of the matrix.
Navigate between scenarios at the bottom-right of the canvas.
Explore the Scenario ribbon
Once a scenario is created, a new Scenario ribbon will be visible, where further you can further customize your scenarios.
Select Create to create a new scenario.
Select Compare to compare scenarios. Find a detailed discussion under Guide 9.3 - Compare scenarios.
Select Settings to configure the scenario settings.
You can edit your scenario name and the series included under Settings. Use the Lock Scenario checkbox to lock scenario values and prevent them from being edited.
Select the Input Method dropdown to select between simulation and distribution input methods. Find further details in Guide 4.2: Bidirectional Simulations.
Display or hide variance values using the Show variance checkbox.
To configure variance slider settings, select Slider settings.
Choose whether an increase in variance is good (so that positive variances are displayed in green, and negative variances in red) for each series using the toggle. You can also set the maximum and minimum value range for each series here. Select Update to apply your settings.
Reset all scenario values using the Reset button.
You can copy the current scenario values to base by selecting Copy to base.
Select Bulk Edit to edit multiple rows and columns simultaneously. Find further details in the next section on bidirectional simulations.
Select Pivot to pivot data on the canvas.
Select Close Scenario to close the current scenario.
Select the scenario menu button next to the scenario name to hide, edit, duplicate, copy to base, or delete scenarios.
Scenario security
To configure scenario security settings, select Security.
Select the Scenario tab.
To provide access to people from your organization, simply start typing to search for a name or email and select the correct ID to add them. Each scenario has separate access controls.
Select Save to save the settings.
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