Linking Data to Freestyle Reports by Assigning Cell Attributes

To create links between the Freestyle Reports and the financial model accounts, highlight a cell or range of cells (individual cell, row, or column) and assign cell attributes. Each cell must be assigned all five available attributes for information to appear:

• Model

• Data Object

• Account Attributes

• Time

• Scenario

When attributes conflict in overlapping rows and columns, Strategic Modeling follows the levels of influence to determine which attribute to use.

Note:

Columns and rows must intersect before the information displays. For example, if you assign columns for the years 2003, 2004, and 2005, no information appears until you assign a row of accounts below those columns.

To assign cell attributes:

1. Select a Freestyle Report.
2. Highlight a cell, row, or column. From the Reports grouping label, click Assign Cell Attributes.
3. Under Model, select a data source:

   • None—Paste in copied data, or enter data.

   • Current—Retrieve data from the current financial model.

   • Alias—Link data from another model or file (.alc). The source file or model must have an alias. See Using Alias Manager

     Note:

     When linking calculated data through Alias, you can use Analyze to view the analyze trail from the source.

     see Using Analyze.

4. Under Data Object, define the object from the source to display in the cell:

   • In Account, select an account.

     The available accounts are from the source in Model. You must select an option in Other.

     • Click Find Accounts to browse.

     • For Debt Scheduler items, in Account, select one of the debt accounts:

       • New Senior Notes (v2652)

       • New Senior Subordinated Notes (v2654)

       • Total Long Term Debt (v2660)

   • In Other, select elements to display as report titles, column and row headings, default currency and units, or scenario descriptions:

5. Under Account Attributes, select the account data to display:

   • Input

     Displays input values or forecast assumptions accounts.

   • Output

     Displays output values.

   • Label

     Displays account names.

   • Note

     Displays account notes.

   • None

     Default—Displays nothing.

   • Change Sign

     Displays opposite values from the account data.

6. Under Time, enter the time periods to retrieve:

   • Interpret relative time references based on

     Specify the source financial model for time information:

     • Current

       From the current model.

     • Alias

       From a linked model. Requires an alias—see Using Alias Manager

   • In Time Period, enter a time period or formula.

     Click Build to enter a time formula—see Building Time Formulas.

   • In Options, select a roll-up time period:

     • <None>

     • YTD

       Year to Date

     • HTD

       Half to Date

     • QTD

       Quarter to Date

7. Optional: Under Scenario, select a scenario.

   Note:

   To activate this feature, access Scenario Manager - Account Scenarios and, in Accounts select the account—see Maintaining Scenarios.

8. Click Apply.