7.2 - Bi-directional simulations

This article explains how to use bi-directional simulations in the planning sheet.

Use a simulation slider#

1. Select a cell in the simulation column and use the slider to adjust the simulated value.

2. Simulated values are automatically aggregated to parent nodes in the row and column hierarchies and distributed to child nodes.

3. To simulate multiple cells, press Ctrl and select multiple cells. Then, use the slider on one of the selected cells.

Bulk edit simulated cells#

1. On the Planning ribbon, select Bulk Edit.

2. In the measure dropdown, select the measure to edit.

3. To filter the data, select Add Filter. You can apply multiple filters to row and column data.

4. Use the dropdown menus to configure the required filters.

5. In this example, a specific brand is selected as the filter.

6. Use the dropdown menus to select the row and column hierarchy levels where the simulation should be applied.

7. Set the simulation value by using the slider or entering a value directly.

8. Select Apply.

The simulation is applied to the selected categories.

Lock cells#

1. To lock a cell, select the cell and then select the lock icon next to the simulation slider.

2. Locked cells are greyed out and are not affected by simulations applied to parent or child cells.

3. To unlock a cell, select the cell and then select the unlock icon.

Directly edit cells for existing measures#

1. To update a cell value, select the cell and enter a new value.

2. To enter formulas, double-click the cell and use the formula bar to reference existing measures or apply functions.