Change Desk What-If Tools

This section describes how to use the Change Desk What-If feature to simulate moving a desk from between SA and IMA classifications.

Change Desk

  1. Right-click a measure cell corresponding to a specific Desk, then select What-If - Change Desk Model from the context menu. You can call the widget in any pivot table containing the Desk dimension.

    The What-If Change Desk Model dialog box is displayed, showing the desk’s current details.

  2. Complete all the fields and click OK

    Current Desk Attributes:

    • From Branch: The parent branch from where to get the data

    WhatIf Submission Details:

    • Title: Short caption describing the meaning of the change desk task

    • To Branch: Name of the branch on which to save the result of the desk change. If the branch does not exist, a new branch will be created and all measures will be recalculated based upon the changed data

    • Desk Model: Name of the new model to assign to the selected desk (IMA or SA)

  3. In the Pivot table, if the Epoch dimension is selected, the new branch shows all the data belonging to the selected desk moved to the model you specified and all measures recalculated based on the changed data.

  4. To manage your branches and the simulations on them, use the widgets in the WhatIf Management category:

    • Branch Manager: View and manage your branches

    • WhatIf Manager: Set the refresh frequency on your simulations

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