Steps for Using Crystal Ball

Follow these general steps to create and interpret simulations with Crystal Ball. The remaining chapters provide detailed instructions:

  1. Create a spreadsheet model in Microsoft Excel format with data and formula cells that represent the situation to analyze.

    What is a Model? discusses spreadsheet models. Also see the references in the Bibliography.

  2. Start Crystal Ball.

    If you have not set up Crystal Ball to load automatically with Microsoft Excel, start Crystal Ball as described in Starting and Closing Crystal Ball.

  3. Load a spreadsheet model.

  4. Using Crystal Ball, define assumption cells and forecast cells. If appropriate for the situation, you can also define decision variable cells.

    For more information, see Entering Assumptions and continue on with Defining Other Model Elements.

  5. Set run preferences for the simulation, as described in Setting  Run Preferences.

  6. Run the simulation, following the instructions in Starting Simulations.

  7. Analyze the results. See Understanding and Using Forecast Charts for suggestions.

  8. Consider using Predictor or OptQuest, if available, for further analysis.

  9. Take advantage of the many resources available to help you get the most out of Crystal Ball.