Setting Scenario Goals

You can enter goals for a specific scenario in the Scenario Goals dialog box. The values you enter override any goals entered for the portfolio.

To set scenario goals in the Scenario Goals dialog box:

1. In the Investor module, specify a scenario in the Name field of the Map Tools: Scenarios panel.
2. Click Portfolio in the menu bar and choose Scenario Goals.

   Or

   Double-click the Sum/Balance Bar of an investor map.

   The Scenario Goals dialog box appears.

3. Uncheck the Use Portfolio Goals box if you wish to enter values for the goals of the scenario that is currently displayed. Or, check the box to use the default portfolio goals.
   • When you enter values for the scenario goals, the Remove Goals button is enabled. Click Remove Goals to remove the goals values.
   • At any stage you can check the Use Portfolio Goals box. The portfolio goals will replace whatever values were previously used in the scenario.

Scenario goals can be set for maps in which the x-axis category uses a value list, or in which the x-axis category uses numeric or date values. For instructions on how to set scenario goals for an Investor map in which the x-axis category uses a values list, refer to Value List Variable for X-Axis. For instructions on how to set scenario goals for an Investor map in which the x-axis category uses numeric or date values, refer to Numeric or Date X-Axis.