Learn how to create assumptions with multiple line items and how to edit, duplicate, sort or delete them.
Assumptions describe an encapsulated change on top of the base data in your model. They can be used to describe the change in the development of a value driver or to describe the effect of a planned or discussed measure. Assumptions describe a potential alternative and group all changes related to the issue, typically affecting multiple line items in the model.
In Valsight, you can create assumptions in the Scenario Manager by clicking the "Create Assumption" button and entering some details like the name and an optional description.
You will find the new assumption listed in the scenario manager and can select it to display its details. The detail view allows you to edit the name and description and gives an overview listing all line items and their effects over the years. This allows you to get a quick grasp of the assumption impact - without having to build detailed charts. To add additional line items to your assumption, click the "Add Line Item" button.
Using the context menu of an assumption by clicking on the three dots next to its name allows you to:
- Edit the assumption. This will open the detail page of the assumption and is equivalent to selecting the assumption in the overview list.
- Duplicate the assumption. This will create a copy including all line items.
- Deleting the assumption. This will delete the assumption with all its line items.
When hovering over the name of an assumption or a line item in the list, two small arrows appear on the left. You can use these to rearrange the order of your assumptions or to sort the line items in an assumption. Sort your assumptions according to topics or other properties like priorities - whatever fits your purpose best.
Editing Line Items
To move a line item from one assumption, open the context menu for the line item an select 'move'. Additionally, you can download the line item data as an XLS file, enter your data using a spreadsheet application and re-upload the file again.