Setting Preferences

You can, optionally, set the following preferences:

• General

• Accounts

• Reports

• Calculation

• Global Assumptions

To set preferences:

1. On the Strategic Modeling ribbon, click .
2. On the General tab, you can set the following:

   • Limit currency name choices to default list to disable adding currencies.

   • Select Show Formula in Status Bar to display formulas for calculated accounts.

   • Name to display scenario author.

   • Data directory specify the path to store files.

   • Template directory specify the path to store templates.

3. Click Accounts tab to specify account-related preferences such as the following:

   • Show headers displays row and column headers, when you open a model.

   • Number of decimals for input display— Number of decimal values that can be entered. This does not affect data storage.

   • Number of decimals for output display—The number, between 0 and 6, of decimal values to display in reports and graphs. This does not affect data storage.

4. Click Reports tab to specify reports-related preferences such as the following:

   • Maximum reports on open—The maximum number of reports that are opened with a model.

   • Show headers—Display standard report headers.

   • Characters per note line—Enter a number between 10 and 255 that is the maximum number of characters that can be used for account notes.

   • Insert subaccounts with main account—Include or exclude the placement of subaccounts in reports when you insert main accounts.

   • Insert dimensional block —Include or exclude the full dimensional block in reports when you insert main accounts.

   • Show headers—Display or conceal freestyle report headers.

5. Click Calculation tab to specify calculation-related preferences such as the following:

   • Suppress funds flow out of balance warning—Generate "Funds Flow Out of Balance" errors when funds flow do not balance in historical periods.

   • Auto calculate newly selected scenario—Enable automatic scenario calculation.

   • Warn for deprecated functions—Generate warnings if deprecated functions are encountered during calculations.

   • Suppress zeroes on analyze—Exclude empty cells from calculation, analysis, and audit trail features.

6. Click Global Assumptions tab to specify global assumptions-related preferences such as the following:

   • Display messages advising that file was updated by export—Show messages when files are updated with global assumptions.

   • Automatically accept import updates without prompting during import — Do not notify users when global assumption changes are accepted.

7. Click OK.