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Data entry

Solve for the effect that varying one or two input field values has on a calculated field

With the
Result Finder dialog - Step Mode
 tab, you can see the effect that varying the dollar amount for one or two input (data-entry) fields has on a selected calculated field. After you have solved for these values, you will have the option to transfer results to your plan.
To use the Result Finder to see the effect of varying one or two input fields:
  1. With a plan open, choose
    Tools
    , then
    Result Finder
    .
  2. If your plan has more than one alternative or year, the
    Result Finder - Column Selection
     window opens. Select the alternative and year that contain the input field you would like to solve for and select
    OK
    .
  3. Select the
    Step mode
     tab.
  4. From the
    Input field
     dropdown list, select the input field that you would like to vary. To select a field, select the dropdown arrow or press F4 to view a list of fields to select from. In the
    Result Finder - Row Selection
     window, expand the buttons listed in the Buttons / Tabs list. Select a row in the
    Available Rows
     list and select
    OK
    . Only federal input fields are available to choose.
    note
    If the cursor is in a federal input field in the main data-entry window when you begin this procedure, then the name of that field appears as the default in the
    Input field
    .
  5. In the
    Increment by
     field, enter the dollar amount that you would like the Result Finder to change the Input field amount by when it performs its calculations.
  6. If desired, you can have the Result Finder vary two input fields. To vary a second input field:
    • Mark the
      Use companion field
       checkbox.
    • Select an input field from the
      Companion field
       dropdown list by selecting the dropdown arrow and selecting a row from the
      Available Rows
       list in the
      Result Finder - Row Selection
       window.
    • The Result Finder will adjust the Companion field amount by the amount you indicated in the
      Increment by
       field. To adjust the Companion field amount in the same direction as the Input field amount, select the
      Change in the same increment as the input field above
       option. To adjust the Companion field amount in the opposite direction, select the
      Change in the opposite increment (multiply by -1)
       option.
  7. In the
    Result field
     dropdown list, select the name of a calculated field for which you would like to see the effect of variation in the
    Input
     (and
    Companion
    ) fields. To select a field, select the dropdown arrow and select a row from the
    Available Rows
     list in the
    Result Finder - Row Selection
     window. Only federal calculated fields are available to choose.
    note
    If the cursor is in a federal calculated field in the main data-entry window when you begin this procedure, the name of that field appears as the default in the
    Result field
    .
  8. Select up to five more calculated fields in the Watch fields group box. The Result Finder will show how those fields will be affected as the Input field value changes.
  9. Select the Step button. The Result Finder increments the Input field and Companion field amounts by the amount you indicated in the
    Increment by
     field and displays a new dollar amount for the
    Result field
    .
  10. Select the Step button again to see how further changes in the values for the
    Input field
     and
    Companion field
     affect the value of the
    Result field
     and
    Watch field
    .
  11. You can transfer the Input and Companion amounts to your plan. To do so, select the
    Transfer Results
     button. The fields in your plan will now contain the current value in the
    Input field
     amount field in the Result Finder.
    note
    If data already exists in the input fields in your plan, the Result Finder will replace it with the new amount. If allocation data already exists in the input field, Planner CS will indicate the difference between the two in the
    Allocation
     window for that field.
  12. To close the window without transferring results, select the
    Close
     button.

This article applies to:

  • Product: Planner CS