Managing What-If Analysis

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

You can manage a What-If Analysis using the options to Share, Edit, Move to Folder and Delete.

Executing a What-If Analysis

To learn about executing a What-If Analysis, visit Executing a What-If Analysis

Editing a What-If Analysis

To learn how to edit an analysis, visit Editing an Analysis.

Sharing a What-If Analysis

Sharing options in Infoveave What-If Analysis, such as user and role-based sharing, help you distribute and use the analysis effectively among the intended audience.

Follow these steps to share your analysis.

1. Click the Share icon to share the What-If Analysis with a team or role.
2. Choose the sharing method by selecting from the available options. You can share with a user or with a role.
3. If you choose Share with User, select the users you want to share the What-If Analysis with.
4. 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 with 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 or roles.

Tip

• The share icon appears blue when shared with everyone.
• The share icon appears green when shared with selected users or roles.

Moving to a Folder

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

To place your What-If Analysis in folders, follow these steps.

1. Select the What-If Analysis you want to move and click the Move to Folder icon.
2. Choose the desired folder from the dropdown menu.
3. Click the Save button to complete the move.

Tip

• You can drag and drop an analysis into any folder to move it there.
• You can also remove an analysis from a folder by clicking the Move to Folder icon and selecting the Root folder.

Deleting a What-If Analysis

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

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

Caution

Be cautious when deleting a What-If Analysis. Once deleted, it cannot be recovered.