GITBOOK-529: 3.1 bulk edit

formula-syntax/identifiers/README.md

@@ -4,4 +4,4 @@ All the identifiers available in Inforiver are showcased with examples in the be
 
 {% file src="../../.gitbook/assets/Inforiver Formula - Identifiers (1).pbix" %}
 
-<table><thead><tr><th width="203">IDENTIFIER</th><th width="188">USAGE</th><th>DESCRIPTION</th><th data-hidden>EXAMPLE</th><th data-hidden>EXPLANATION</th></tr></thead><tbody><tr><td><a href="closedperiod.md">CLOSEDPERIOD</a></td><td>Forecast measure</td><td>Checks if the forecast columns are for the closed or open period</td><td></td><td></td></tr><tr><td><a href="column.date.md">COLUMN.DATE</a></td><td>Calculated column formula</td><td>Returns the date in a column title/column header</td><td></td><td></td></tr><tr><td><a href="column.parent.md">COLUMN.PARENT</a></td><td>Calculated column measure</td><td>Returns the column's immediate parent in a column hierarchy</td><td></td><td></td></tr><tr><td><a href="column.md">COLUMNS</a></td><td>Calculated measure formula</td><td>Returns a reference to a specific column in the report</td><td>IF(COLUMN == "AC", 5000, 6000)</td><td>On using in the row formula, returns 5000 for AC column and 6000 for other columns</td></tr><tr><td><a href="descendants.md">DESCENDANTS</a></td><td>Calculated row formula</td><td>Returns all the children's values (till the leaf level) as an array</td><td></td><td></td></tr><tr><td><a href="group-index.md">GROUP_INDEX</a></td><td>Calculated row/column formula</td><td>Returns the position of a column</td><td>IF(GROUP_INDEX = 1, [Sales],([Sales].RELATIVE(-1) - [Sales].RELATIVE),</td><td>With Months in column, Displays the Sales value when it is the 1st month/column(group_index =1), else returns for all other months, the variance between previous and current month</td></tr><tr><td><a href="has.md">HAS</a></td><td>Calculated column formula</td><td>Checks if the specified value is part of the list</td><td></td><td></td></tr><tr><td><a href="has_all.md">HAS_ALL</a></td><td>Calculated column formula</td><td>Checks if all the specified values are part of the list</td><td></td><td></td></tr><tr><td><a href="has_some.md">HAS_SOME</a></td><td>Calculated column formula</td><td>Checks if one or more of the specified values are part of the list</td><td></td><td></td></tr><tr><td><a href="level.md">LEVEL</a></td><td>Calculated column formula</td><td>Returns the row level in the hierarchy</td><td>IF(LEVEL = 3, 10, 5)</td><td>For each row where the heirarchy level is 3, returns 10; for other hierarchy levels, returns 5</td></tr><tr><td><a href="../logical-functions/match.md">MATCH</a></td><td>Calculated column formula</td><td>Checks whether the specified value is an exact match </td><td></td><td></td></tr><tr><td><a href="members.md">MEMBERS</a></td><td>Calculated row formula</td><td>Returns all the immediate children's values as an array</td><td></td><td></td></tr><tr><td><a href="relative.md">RELATIVE</a></td><td>Calculated column formula </td><td>Changes the absolute cell/column reference to a relative reference</td><td>IFNA(([Sales].RELATIVE(-1) - [Sales].RELATIVE), [Sales].RELATIVE)</td><td>When Months in the columns, formula returns Sales of Previous month - Current Month Sales except when there is an error, then it returns the Sales of Current Month</td></tr><tr><td><a href="relative_column.md">RELATIVE_COLUMN</a></td><td>Calculated row formula</td><td>Returns the value of the column relative to the current column</td><td></td><td></td></tr><tr><td><a href="row.label.md">ROW.LABEL</a></td><td>Calculated row formula</td><td>Returns field values used to populate rows in the report</td><td></td><td></td></tr><tr><td><a href="row.parent.md">ROW.PARENT</a></td><td>Calculated row formula</td><td>Returns a reference to the parent levels in the hierarchy</td><td>ROW.PARENT.AC + ROW.PARENT.PY</td><td>For each row it adds the value of its parent row's AC column and PY column</td></tr></tbody></table>
+<table><thead><tr><th width="203">IDENTIFIER</th><th width="188">USAGE</th><th>DESCRIPTION</th><th data-hidden>EXAMPLE</th><th data-hidden>EXPLANATION</th></tr></thead><tbody><tr><td><a href="closedperiod.md">CLOSEDPERIOD</a></td><td>Calculated measure formula</td><td>Checks if the forecast measures belong to the closed or open period</td><td></td><td></td></tr><tr><td><a href="column.date.md">COLUMN.DATE</a></td><td>Calculated measure formula</td><td>Returns the date in a measure's header/title</td><td></td><td></td></tr><tr><td><a href="column.parent.md">COLUMN.PARENT</a></td><td>Calculated column measure</td><td>Returns the column's immediate parent in a column hierarchy</td><td></td><td></td></tr><tr><td><a href="column.md">COLUMNS</a></td><td>Calculated measure formula</td><td>Returns a reference to a specific column in the report</td><td>IF(COLUMN == "AC", 5000, 6000)</td><td>On using in the row formula, returns 5000 for AC column and 6000 for other columns</td></tr><tr><td><a href="descendants.md">DESCENDANTS</a></td><td>Calculated row formula</td><td>Returns all the children's values (till the leaf level) as an array</td><td></td><td></td></tr><tr><td><a href="group-index.md">GROUP_INDEX</a></td><td>Calculated row/column formula</td><td>Returns the position of a column</td><td>IF(GROUP_INDEX = 1, [Sales],([Sales].RELATIVE(-1) - [Sales].RELATIVE),</td><td>With Months in column, Displays the Sales value when it is the 1st month/column(group_index =1), else returns for all other months, the variance between previous and current month</td></tr><tr><td><a href="has.md">HAS</a></td><td>Calculated column formula</td><td>Checks if the specified value is part of the list</td><td></td><td></td></tr><tr><td><a href="has_all.md">HAS_ALL</a></td><td>Calculated column formula</td><td>Checks if all the specified values are part of the list</td><td></td><td></td></tr><tr><td><a href="has_some.md">HAS_SOME</a></td><td>Calculated column formula</td><td>Checks if one or more of the specified values are part of the list</td><td></td><td></td></tr><tr><td><a href="level.md">LEVEL</a></td><td>Calculated column formula</td><td>Returns the row level in the hierarchy</td><td>IF(LEVEL = 3, 10, 5)</td><td>For each row where the heirarchy level is 3, returns 10; for other hierarchy levels, returns 5</td></tr><tr><td><a href="../logical-functions/match.md">MATCH</a></td><td>Calculated column formula</td><td>Checks whether the specified value is an exact match </td><td></td><td></td></tr><tr><td><a href="members.md">MEMBERS</a></td><td>Calculated row formula</td><td>Returns all the immediate children's values as an array</td><td></td><td></td></tr><tr><td><a href="relative.md">RELATIVE</a></td><td>Calculated column formula </td><td>Changes the absolute cell/column reference to a relative reference</td><td>IFNA(([Sales].RELATIVE(-1) - [Sales].RELATIVE), [Sales].RELATIVE)</td><td>When Months in the columns, formula returns Sales of Previous month - Current Month Sales except when there is an error, then it returns the Sales of Current Month</td></tr><tr><td><a href="relative_column.md">RELATIVE_COLUMN</a></td><td>Calculated row formula</td><td>Returns the value of the column relative to the current column</td><td></td><td></td></tr><tr><td><a href="row.label.md">ROW.LABEL</a></td><td>Calculated row formula</td><td>Returns field values used to populate rows in the report</td><td></td><td></td></tr><tr><td><a href="row.parent.md">ROW.PARENT</a></td><td>Calculated row formula</td><td>Returns a reference to the parent levels in the hierarchy</td><td>ROW.PARENT.AC + ROW.PARENT.PY</td><td>For each row it adds the value of its parent row's AC column and PY column</td></tr></tbody></table>

formula-syntax/identifiers/closedperiod.md

@@ -1,11 +1,9 @@
 # CLOSEDPERIOD
 
-The CLOSEDPERIOD function is used in conjunction with \[Forecast] to refer to the closed periods in a forecast. To refer to the open periods, use the NOT operator along with the CLOSEDPERIOD function. 
+When you need to perform an action specific to the closed or open periods in a forecast, you can use the .CLOSEDPERIOD in conjunction with \[Forecast] to refer to the closed periods. To refer to the open periods, use the NOT operator along with the CLOSEDPERIOD function. 
 
 ## Example
 
-When you need to perform an action specific to the closed or open periods, you can use the .CLOSEDPERIOD along with existing functions and identifiers.
-
-In the example below, we have added adjustment values to the open periods, and for the closed periods, we have marked them as 'closed'. This has been done using the conditional statement, [IF](../conditional-statements/).
+Let us say we want to add adjustment values to the open periods while marking 'closed' for the closed periods. To refer to the closed periods, we have used \[Forecast].CLOSEDPERIOD in the example below. To check and execute the action we have used the conditional statement, [IF](../conditional-statements/).
 
 <figure><img src="../../.gitbook/assets/Forecast reference.png" alt=""><figcaption><p>.CLOSEDPERIOD</p></figcaption></figure>

formula-syntax/identifiers/column.date.md

@@ -4,7 +4,7 @@ COLUMN.DATE returns the date available in the measure or column header.
 
 ### Example <a href="#example" id="example"></a>
 
-We want to add a date column with the date value extracted from the column header's date hierarchy.
+We want to add a new date measure with the date value extracted from the date hierarchy in the measure's header.
 
 <figure><img src="../../.gitbook/assets/image (891).png" alt=""><figcaption><p>COLUMN.DATE()</p></figcaption></figure>
 

working-with-inforiver/13.-context-awareness.md

@@ -92,8 +92,8 @@ When the selection is changed to Home Office + October + Standard Class, the dat
 
 Individual measure headers can also be configured to reflect slicer selections. Double-click the measure header and click Ctrl + Space to open the suggestions panel. The list of slicers/filters will be displayed in the suggestions list. Select the filter name to append it to the measure header.
 
-<figure><img src="../.gitbook/assets/image (893).png" alt=""><figcaption><p>Appending slicer selections to the measure header</p></figcaption></figure>
+<figure><img src="../.gitbook/assets/image (893) (1).png" alt=""><figcaption><p>Appending slicer selections to the measure header</p></figcaption></figure>
 
 Notice how the slicer selection is reflected in the measure header.
 
-<figure><img src="../.gitbook/assets/image (894).png" alt=""><figcaption><p>'Corporate' + 'Qtr 2' selection appended to the header</p></figcaption></figure>
+<figure><img src="../.gitbook/assets/image (894) (1).png" alt=""><figcaption><p>'Corporate' + 'Qtr 2' selection appended to the header</p></figcaption></figure>

working-with-inforiver/4.-adding-business-logic-and-formulae/editing-cells.md

@@ -16,7 +16,12 @@ The value gets updated and the manual update can be identified by the pencil ico
 
 You can even reference other cells and apply formulas to them - using the cell editor, you can define simple mathematical operations such as A +/- B, etc.
 
-<figure><img src="../../.gitbook/assets/image (320).png" alt=""><figcaption></figcaption></figure>
+<figure><img src="../../.gitbook/assets/image (320).png" alt=""><figcaption><p>Using cell references and applying formulas</p></figcaption></figure>
+
+{% hint style="info" %}
+* You can also edit cells using the 'Edit cell' icon in the toolbar. You can access it in the Insert tab > Cell section.&#x20;
+* Inforiver allows you to edit values AC, PY, PL, FC, and OM measures. You can edit dates and text measures as well.
+{% endhint %}
 
 ### 2. Apply formulas
 
@@ -56,7 +61,9 @@ The same row category may be repeated at each hierarchy level for hierarchical d
 
 ### 5. Bulk edit
 
-In financial reporting, costs or revenues may need to be allocated across multiple fields, or during the budgeting/forecasting process, the same values may need to be distributed across different fields. Let's look at the **Bulk Edit** feature that comes in handy in such situations.
+In financial reporting, costs or revenues may need to be allocated across multiple fields, or during the budgeting/forecasting process, the same values may need to be distributed across different fields. In some cases, you may need to set the same date, such as the expiry date for a list of products, or assign the same manager to a group of locations.
+
+Let's look at the **Bulk Edit** feature that comes in handy in such situations. We will use an example where we need to bulk edit a data input-number column.
 
 Navigate to the Insert ribbon and click the Bulk Edit option from the Cell section.
 
@@ -70,7 +77,7 @@ Navigate to the Insert ribbon and click the Bulk Edit option from the Cell secti
 
 <figure><img src="../../.gitbook/assets/Untitled Project (1).gif" alt=""><figcaption><p>Choosing dimensions and measures</p></figcaption></figure>
 
-**STEP 3:** Select the row hhierarchy level at which the value should be updated.&#x20;
+**STEP 3:** Select the row hierarchy level at which the value should be updated.&#x20;
 
 <figure><img src="../../.gitbook/assets/image (7) (12).png" alt=""><figcaption><p>Selecting the row hierarchy category</p></figcaption></figure>
 
@@ -90,7 +97,22 @@ The cells are updated to 50k at the Segment level and distributed to the childre
 
 <figure><img src="../../.gitbook/assets/image (11) (8).png" alt=""><figcaption><p>Edited cells highlighted in yellow. Distribution measure highlighted in violet.</p></figcaption></figure>
 
+Similarly, we can bulk edit all other data input types, including text, date, person, single-select, and multi-select dropdowns. In the image below, the bulk edit feature has been used to set values for items in the selected categories, sub-categories, and dimensions.
+
+<figure><img src="../../.gitbook/assets/bulk edit all data input.png" alt=""><figcaption><p>Bulk edit feature</p></figcaption></figure>
+
+Specifically for date fields, you can either set a date from the date picker or add a duration in years, quarters, months, weeks, or days to the existing date.
+
+<figure><img src="../../.gitbook/assets/bulk edit add duration.gif" alt=""><figcaption><p>Adding specific duration to list of items</p></figcaption></figure>
+
 {% hint style="info" %}
-* You can also edit cells using the 'Edit cell' icon in the toolbar. You can access it in the Insert tab > Cell section.&#x20;
-* Inforiver allows you to edit values AC, PY, PL, FC, and OM measures. You can edit dates and text measures as well.
+When editing data in bulk:
+
+1. If you are working with numerical data inputs, you can append and distribute values.
+2. For date input type, you can specify the duration or choose a date.
+3. When column headers have a hierarchy, like a region or date hierarchy, you can collectively apply changes to specific column levels.
+{% endhint %}
+
+{% hint style="info" %}
+Bulk editing is available for simulation measures and scenarios so that simulations can be applied to specific categories and dimensions in one go. Refer these sections to learn more: [Bulk editing a simulation measure](what-if-analysis-and-simulations.md#id-3.-bulk-editing-a-simulation-measure) and [Bulk editing a scenario](../7.-planning-budgeting-and-forecasting/scenarios-enterprise-only.md#iv-bulk-editing-a-scenario).
 {% endhint %}

working-with-inforiver/4.-adding-business-logic-and-formulae/what-if-analysis-and-simulations.md

@@ -110,6 +110,22 @@ When the simulation slider is disabled, double-click on the cell and edit direct
 All the variances are in red because the negative variance formatting style has been applied.
 {% endhint %}
 
+## 3. Bulk editing a simulation measure
+
+[Bulk edit feature](editing-cells.md#id-5.-bulk-edit) is also available for simulation measures enabling you to simulate entire row/column categories simultaneously.
+
+1. Click **Bulk Edit** from the tool bar.
+
+<figure><img src="../../.gitbook/assets/image (895).png" alt=""><figcaption><p>Bulk Edit option</p></figcaption></figure>
+
+2. In the pop-up, select the simulation measure to be edited in bulk, then select the necessary categories and sub-categories from both row and column dimensions. As you select, they are filtered in the report.
+
+<figure><img src="../../.gitbook/assets/image (896).png" alt=""><figcaption><p>Choose measure, row and column categories, sub-categories</p></figcaption></figure>
+
+3. Choose the row and column levels where the simulation should be done, as well as the simulation percentage. Click **Apply.** The results are shown below.
+
+<figure><img src="../../.gitbook/assets/image (897).png" alt=""><figcaption><p>Bulk simulation</p></figcaption></figure>
+
 To learn more about simulations in Power BI, read this [blog](https://inforiver.com/blog/general/5-ways-to-run-dynamic-what-if-simulations-in-power-bi/). &#x20;
 
 #### Resources