- Working with Strategic Modeling in Smart View
- About Strategic Modeling
- Setting Preferences
Setting Preferences
You can, optionally, set the following preferences:
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General
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Accounts
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Reports
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Calculation
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Global Assumptions
To set preferences:
- On the Strategic Modeling ribbon, click .
- On the General tab, you can set the following:
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Limit currency name choices to default list to disable adding currencies.
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Select Show Formula in Status Bar to display formulas for calculated accounts.
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Name to display scenario author.
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Data directory specify the path to store files.
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Template directory specify the path to store templates.
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- Click Accounts tab to specify account-related preferences such as the following:
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Show headers displays row and column headers, when you open a model.
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Number of decimals for input display— Number of decimal values that can be entered. This does not affect data storage.
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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.
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- Click Reports tab to specify reports-related preferences such as the following:
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Maximum reports on open—The maximum number of reports that are opened with a model.
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Show headers—Display standard report headers.
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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.
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Insert subaccounts with main account—Include or exclude the placement of subaccounts in reports when you insert main accounts.
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Insert dimensional block —Include or exclude the full dimensional block in reports when you insert main accounts.
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Show headers—Display or conceal freestyle report headers.
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- Click Calculation tab to specify calculation-related preferences such as the following:
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Suppress funds flow out of balance warning—Generate "Funds Flow Out of Balance" errors when funds flow do not balance in historical periods.
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Auto calculate newly selected scenario—Enable automatic scenario calculation.
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Warn for deprecated functions—Generate warnings if deprecated functions are encountered during calculations.
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Suppress zeroes on analyze—Exclude empty cells from calculation, analysis, and audit trail features.
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- Click Global Assumptions tab to specify global assumptions-related preferences such as the following:
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Display messages advising that file was updated by export—Show messages when files are updated with global assumptions.
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Automatically accept import updates without prompting during import — Do not notify users when global assumption changes are accepted.
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- Click OK.