The What-If Formulae helps you to explore various scenarios you want to achieve using one or more formulas on measures, expressions, and fixed values. The What-If Formulae relies on the goal-seeking method to give you suggestions. In other words, if you are unsure about the input value for an expression but know the result you want, the What-If formulae can help you get the result based on the suggested inputs. You can also apply the filters to the What-If Formulae based on dimensions available in that datasource.
Steps to create and setup What-If Formulae
To create and set up a What-If Formulae based on measures and dimensions available in datasource, click on AnalysisWhat-If Formulae . All What-If Formulae, created by you or shared with you will be displayed under the tabs My What-If Formulae and Shared What-If Formulae respectively.
To formulate a fresh formula, click on New Formula.
Enter the formula Name.
Select Datasource or Query, from the respective drop-down list.
Datasource Use the existing datasource to create the formula where you can call all the predefined measures and dimensions.
Queries You can use the related existing queries that consist of measures and dimensions.
When selecting Queries to configure the What-If Formulae, also define the required measures and dimensions.
Click on Save to add the What-If Formulae to Infoveave.
Identifying and defining scenario elements
Identify and define the key variables that play a role in your What-If scenario. These elements encompass the measures and values within your scenario that you aim to analyze or adjust for goal-seeking purposes.
To configure the What-If Formulae in Infoveave, please follow these steps
To start configuring click on Edit icon on the newly created Formulae.
The dialog opens up for you define the Measures, Values, and Expressions for the formula.
Measures
Assign the selected measures with a distinct key for easy reference and identification, to help you formulate the scenario.
To configure the Measure formula element in the What-If feature of Infoveave, please follow these steps
Click on measure icon to add Measure.
Key Use alphabets as keys to define each measure. You can configure multiple measures by assigning a unique key to each.
Name It is mandatory to provide a name for the measure formula element. This name should be descriptive and help you identify the purpose of the formula element.
Measure Select the appropriate measure that you want to use for the formula element. The measure represents the quantitative aspect of the data that the formula will calculate or manipulate.
Dimension Choose the relevant dimension(s) associated with the measure formula element. Dimensions provide additional context or information for the measure.
Value type Specify whether the value provided for the formula element should be interpreted as a numerical value (Value) or a percentage (Percentage).
Click on Save to save the Measure in formula.
Value
Value is the numerical quantity or percentage that serves as a basis for evaluating different scenarios and assessing the impact of changes within the analysis.
To configure the Value element in the What-If Formulae, you can follow the steps provided below
Click on value icon to add Value.
Key Use alphabets as key to define each value formula element. Each key represents a unique element, and you can configure multiple elements by assigning different keys to each.
Name It is mandatory to provide a name for the value formula element. The name should be descriptive and help you identify the purpose of the element.
Initial value Specify the initial value for the formula element. This value serves as the starting point for calculations or modifications in the What-If Analysis.
Value type Choose whether the provided value should be interpreted as a numerical value (Value) or a percentage (Percentage).
Click on Save to save the value in formula.
Defining Expression
Effortlessly configure your scenario formula for analysis through Expressions, leveraging predefined measures and values. Enhance convenience in your analysis by efficiently replicating a measure’s value to a new variable using the Copy of value functionality.
Expressions
Expressions allows you to define the contributing goal-seeking formulas using the assigned key variables.
To configure the Expression in Infoveave, refer to the following steps
To add an Expression click on the expression icon.
Key Assign a unique key to each Expression formula element. You can use alphabets as keys, and it is possible to configure multiple elements.
Name Provide a name for the value formula element.
Expression type Choose from the following options
Standard This expression type supports excel functions and mathematical formulas. It always returns the result as a numeric value. It is suitable for standard numeric calculations using the defined measures.
JavaScript Select this expression type if you prefer to use JavaScript functions or expressions. It allows for more advanced computational capabilities. The output of the JavaScript function is returned as the result.
Standard string This expression type supports excel functions and expressions, but the output is always treated as a string. It is suitable when the result needs to be in string format, such as for text or statements.
Expression Based on the selected expression type, enter the respective formula or expression. This is where you define the logic or calculation for the value formula element.
Click on Save to save an expression in formula.
Examples with different expression types
Standard expression type
Expression
a * b
Explanation
This is a multiplication expression, one of the fundamental arithmetic operations.
Use Ctrl + Shift to get auto-suggestions for variables and functions while typing expressions.
Components a represents Quantity Sold (a Measure) and b represents Unit Price (a Measure)
The asterisk (*) is the multiplication operator
Purpose This expression calculates the total sales value before any discounts or adjustments by multiplying the quantity of items sold by their unit price.
JavaScript expression type
Expression
@a * @b
Explanation
This is a multiplication expression, one of the fundamental arithmetic operations in JavaScript.
Use Ctrl + Shift to get auto-suggestions for variables and functions while typing expressions.
Variables in JavaScript expressions are prefixed with @ (e.g., @a, @b).
Components @a represents Quantity Sold (a Measure) and @b represents Unit Price (a Measure).
The asterisk (*) is the multiplication operator.
Purpose This expression calculates the total sales value before any discounts or adjustments by multiplying:
Quantity Sold × Unit Price = Total Sales
Standard String expression type
Expression
a & " " & b
Explanation
This is a string concatenation expression, used to combine text values
Components a represents Quantity Valid (a Measure) ,” ” adds a space between the two values and b represents Web Price (a Measure).
Purpose This expression combines two values into a single text string, separated by a space.
Example output:
If a = 100 and b = 25, the result is “100 25”
Copy of value
Copy of value feature allows to bring a new variable to formulate the scenario with the same value as that of an existing variable. This feature eliminates the need to manually re-enter a value, saving your time and effort.
To configure the Copy of value formula element, follow these steps
Click on Copy of value icon.
Key Assign a unique key to the Copy of value formula element. You can use alphabets as keys to distinguish it from other elements.
Name Provide a name for the Copy of value formula element. This name should describe the purpose or nature of the element.
Value Choose the key from which you need to copy the value. This refers to the existing formula element’s key that you want to replicate or duplicate the value from.
