Adding Key Assumptions to Analysis Types

Key assumptions can be added only to saved analysis types. If you are creating an analysis type, you must save it before you can add key assumptions. Examples of key assumptions include inflation, currency exchange rates, and labor rates.

  To add key assumptions to an analysis type:

  1. In the Administration Workbench, go to the Presentation and select Analysis Types.

  2. Select an analysis type.

  3. In Key Assumptions, click Add and enter the following information:

    • Name

    • Description

    • Sheet Name—Report sheet where key assumption data can be uploaded

      The sheet names that appear are the report worksheets defined on the Worksheets page in the Presentation tab. See Creating Worksheets.

    • Style—Number format style applied in the Show Impact window when analyzing the scenario

    • RSQL Query Definition—Required to select the key assumption value from the row source

      Sample RSQL query definition for an exchange rate:

      select EXCHANGE_RATE from Currency_Exchange_RS where TERM_CURRENCY='EUR'

      Click Preview to display the results of the query definition.

  4. Click .

Key assumptions are displayed in the Key Metrics/Assumptions section when you select a scenario from the Analysis Workbench. They are also displayed in the Show Impact window in Excel. When you click an assumption value in the Key Impact window, the report sheet defined when creating the assumption (see Sheet Name in step 3 above) is opened.