Strategic Modeling Ribbon and Menus

You use the Strategic Modeling ribbon in Microsoft Excel to work with models and templates. The following table describes the icons and options available on the Strategic Modeling ribbon.

Table 1-1 Menu Groups and Options

Grouping Label	Icons	Description
Start	Worksheet	A spreadsheet is a table used to store various types of data. The data is arranged in rows and columns to ease storage, organization, and analysis. You can Open, Close, Add or Delete worksheets, and Copy the worksheet link.
	Open	Enables you to open the Strategic Modeling files as *.alc extension.
	New	Enables you to open a new model file as *.alt extension.
	User Preferences	Enables you to review or change the user preferences details.
Model	Summary	Summary Information enables you to specify basic information about files such as author, company, SIC code, currency, and global assumption data, that are used in displayed reports.
	Save As	Save As enables you to save the Strategic Modeling files as *.alc extension.
	Save	Enables you to save the Strategic Modeling files as *.alc extension.
	Close	Enables you to store model information on service so that you can check in model and release lock. When you check in model, the service releases the locks, and the model become available to others users.
	Account Information	Enables you to view the required account information.
Edit	Dataviews	Dataviews filter and manipulate the amount of data displayed on the Strategic Modeling spreadsheet.
	Paste Worksheet Link	You can perform the following options: Paste, Paste Special and Paste Worksheet Link–which creates a link between the existing worksheet and the destination worksheet, where it is pasted.
Account	Account Forecast	Enables you to view the forecast methods provided to project account values in forecast periods.
	Dimension	The dimensions are a concise, an intuitive way of organizing data. Each dimension is an attribute containing members, representing variations of the data. You can perform the following options: Maintenance, and Assign Dimensions.
	Subaccounts	Enables you to view and change the subaccounts and main account detail within the accounts spreadsheet. Subaccounts inherit attributes of main accounts in both historical and forecast periods.
	User Defined Accounts	User Defined Accounts are typically used for non-currency items such as inflation rates and price/quantity relationships.
	Account Groups	Enables you to manage accounts in bulk. For example, you can create a group containing all Income Statement accounts with data input.
	Account Input Status	Enables you to change the input status of accounts. Turn OFF accounts, which are not in use.
	Rename Related Accounts	Enables you to edit and rename the accounts description.
	Where Used	Enables you to identifying the accounts that depend on other accounts.
	Search or Find Accounts	Enables you to search for specific account numbers.
Analysis	Goal Seek	Enables you to identify a target value for an account. Strategic Modeling calculates changes to another account to reach that target. This eliminates manipulating accounts manually.
	Depreciation Scheduler	Enables you to depreciate capital assets over time in formulas.
	Scenario Manager	Enables you to create variations, or scenario, on a model, with accounts specific to that scenario.
	Sensitivity Analysis	Enables you to change values on some accounts to evaluate the effects on key metrics.
	Time	Enables you to combine periods of years, weeks, months, quarters, and halves for historical and forecast data.
Data	Audit Trail	Enables you to drills down from the account line or the output line on the Strategic Modeling spreadsheet to see how the value is calculated.
	Funding	Funding Options enables you to pay off debt accounts with cash from surplus accounts.
	Calculate	Calculate option enables you to save data into the database and recalculate the input values for all scenarios. You can perform the following options: Calculate, and Calculate All.
	Submit Data	Enables you to save the data back to the Strategic Modeling provider.
	Tax Valuation	Enables you to configure and enter data for tax refund calculations, and use of three Strategic Modeling valuation methods.
	Debt Scheduler	Enables you to capture and manage cash flow involved in debt investments, such as debt amortization, payments, interest, and interest rates.
	Currency Translator	Currency Translator expresses the data in international currencies, while creating multinational financial models.
Reports	Free Style Reports	Enables you to customize the reports. You can create custom reports to meet other needs.
	Report List	Enables you to view the list of available reports.
	Insert	Enables you to insert the following options: Account, Text Row, Text Column, and Sheet into your spreadsheet.