When defining Crystal Ball charts and performing other procedures, you must sometimes select assumptions, forecasts, and other types of Crystal Ball data or objects. The following instructions apply to several types of selection situations.
To select a Crystal Ball data cell or other object:
Perform an operation that displays a Select dialog (the Object Picker).
By default, these dialogs open in a hierarchical Tree view. If you prefer, select View, and then List View to change the view from a tree to a list.
Select the boxes in front of the assumptions, forecasts, decision variables, or other objects to include.
You can use the Object Picker menus to do the following:
View — Switch between Tree and List views.
Show — Include assumptions, forecasts, and decision variables in the selection list.
Select — Select all available items, or none of them to clear all selections.
Sort — Arrange items in order by name, by cell row, or by cell column. Sorting by row or column can be useful when working with dates, regions, and so on.
If you select Set Default, the current sort order is applied to new charts, reports, and extracted data as described in the following section. It also resets the general preference for sorting (Setting Crystal Ball General Preferences).
Sorting in Charts, Reports, and Extracted Data
When you select a sort order in the Object Picker, it is applied to charts, reports, and data extraction as well as the Object Picker. You can change the sort order when working with charts, reports, and data extraction by selecting Choose when offered, and then using the Sort menu.
For example, to add assumption charts to a report in cell row order, do the following:
Select Create Report, and then Custom.
Select Assumptions, and then select Choose.
In the Choose Assumptions dialog, select Sort, and then select By Cell Row.
Data extraction sorts are similar. Select the Data tab in the Extract Data Preferences dialog, and then select Choose for the type of cell to sort.
You can sort unlinked correlation matrixes in a similar way. For details, see Sorting Unlinked Correlations.