Managing What-If Analysis

Manage What-If Analysis allows you to organize, customize, and share them efficiently.

What-If Analysis can be managed with the options to Share, Edit, Move to Folder, Description, and Delete.

Editing Analysis

To learn about editing analysis visit Editing analysis

Sharing What-If Analysis

Sharing options in Infoveave What-If Analysis, such as user and role-based sharing, ensure efficient distribution and utilization of analysis among the intended audience.

Follow these steps to share your analysis

1. Click on the Share icon to share the What-if analysis with the team/role.
2. Choose the sharing method, by selecting between the available options, Share with User or Share with Role.
3. If you choose Share with User, select the user(s) you want to share the What-If Analysis with.
4. If you want to share the analysis with all users, select the Share with Everyone option.
5. If you choose Share with Role, pick the roles you want to share the What-If Analysis from the share dialogue box.
6. To remove a specific user or role from the shared list, uncheck the corresponding checkbox.
7. Click Save to share your What-If Analysis with the selected users/roles.

Note

• Share with Everyone option gives the access of the shared entity to all users along with new users.
• Shared individuals will receive a notification after the successful share.

Tip

• Share icon will be Blue in color when shared with all.
• Share icon will be Green in color when shared with a few.

Moving to Folder

Organize your What-If Analysis by easily moving them to designated folders.

To organize your What-If Analysis under folders, follow these steps

1. Select the What-If Analysis you want to move by clicking on the Move to Folder icon.
2. Choose the desired folder from the dropdown menu.
3. Click the Save button to finalize the move.

Tip

• You can drag and drop a Analysis to any folder, to move it to that specific folder.
• You can also remove a analysis from a folder by clicking on move to folder icon and selecting Root folder.

Description

When using What-If Analysis in Infoveave, you can add descriptions to provide more information. You can choose between, the Rich Text Editor or the Markdown Editor, to write and format your descriptions. This allows you to provide tags, short description, or contents about the purpose and usage of your What-If Analysis.

To add a description to your What-If Analysis, follow these steps

1. Select the desired What-If Analysis.
2. Click on the Description icon.
3. Select the Rich Text Editor.
4. Fill in the necessary information in the provided fields
   • Tags Add any relevant tags to categorize your analysis.
   • Description Enter a description that provides a brief overview or explanation of the analysis.
   • Content Include any additional details or notes related to the analysis.
5. Click Save to save the description.

Note

The editor automatically converts text in Markdown language to the relevant text format.

Deleting What-If Analysis

To delete a What-If Analysis in Infoveave, follow these simple steps

1. Find the analysis you want to delete.
2. Click on the Delete icon .
3. Type the specified text in the provided text field.
4. Alternatively, you can copy the text from the icon and paste it in the text field.
5. Once you have entered the correct text, click on Delete.

Caution

Please be cautious when deleting a What-If Analysis, as it cannot be recovered once deleted.