Create a What If Report
A What If report shows the impact of a change to the balance sheet, all the way to the bottom line. You can create a What If report in any pivot style table (for example, Gap Analysis or Gap Detail). You create a baseline of your current state, make modifications to records, and then see the difference between the current value and any overrides.
See Add Adjustments Using Local Overrides.
To create a What if report
- On the menu (
), click Create Baseline. - In the top toolbar, set the following options:
Top Menu Toolbar Options
| Option | Description |
|---|---|
| Start | Type or select a date on which to start your report. |
| Horizon | Type a numeric value for the number of periods for the forecast and select one of the following: - Years - Halves - Quarters - Months - Weeks - Days - 4-4-5 |
| Scale | Select the scale for the values displayed: - % - 1 - 000 - 000,000 Values are always displayed as whole numbers. |
| Currency | Select a currency type for the values. Contact your CCH Tagetik Supply Chain Planning Administrator to add currency types. |
3. In the top toolbar, click the Recalculate icon ( ). |
|
| 4. In the report, drill down to the value you want to edit, and make your changes. |
See Model Events.
5. To refresh the report, in the top toolbar, click the Recalculate icon ().
You can drill down to specific records, and create graphs by hovering over the totals.
See Dock Graphs in Reports and Interfaces.
You can also download the interface to an Excel file, or create a view to save it for future use.
See Copy Forecast Data into Other Programs.
See Create and Work with Views.