¶ 1. Overview
The Scenario Creation tool allows generating new scenarios by copying data from existing scenarios. This copy can be performed in full or partially, including filters by period, members, and specific dimensions, as well as the option to combine data from up to two different scenarios within the same application.
This tool is essential for testing, simulations, and projections in controlled environments without compromising original data. It also enables analysis of variations based on different assumptions or planned adjustments, promoting greater flexibility and security in strategic decision-making.
¶ 1.1. Prerequisites
To use this tool, the user must have the following Manager Functionalities enabled under Permissions:
- Manage the structure/model of the application;
- Wizard of new Scenarios.
¶ 2. Functionality
The Scenario Creation tool is divided into steps that guide the user throughout the process:
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Define Scenario: Where we enter the basic data of the new scenario, such as name, source application, and the scenario(s) to be copied with their respective periods. This step also includes the option to copy data directly from the data tables of the selected scenario.
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Dimension Filter (optional): Allows restricting the data to be copied based on user-created dimensions, in addition to the default Entity dimension. The Account, Time, and Scenario dimensions are hidden by default in this step.
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Member Selection: Allows defining which specific members of each dimension should be included in the copy. If no member is selected, the entire data scope will be considered.
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Review and Confirmation: Presents a summary with a preview of the actions to be taken. It is possible to enable automatic simulation of the new scenario after the creation is completed.
¶ 3. Usage
To use Scenario Creation, follow the steps below:
1. In the T6 main menu, click Analysis;
2. In Analysis, select the Scenarios option;
- A side panel will open;
In the side panel, in the Define Scenario step, the following required fields will be displayed:
- New Scenario Name: Define the name of the new scenario to be created;
- Application: Using a dropdown, select which application the scenario will be copied from;
- Scenario to be copied: Also using a dropdown, select the scenario whose data will be copied;
- Start: Start date of the period to be copied, based on the Time dimension of the selected application;
- End: End date of the period to be copied, based on the Time dimension of the selected application.
There is also an optional step, Define second scenario (optional), with the following fields:
- Second Scenario to be copied: Using a dropdown, select a second scenario to be copied (related to the same application previously selected);
- Start: Start date of the period to be copied, based on the Time dimension of the selected application;
- End: End date of the period to be copied, based on the Time dimension of the selected application.
At the bottom of the panel, there is a switch button Copy data from data table. When enabled, the system will automatically create the new scenario records in the data tables that contain links to this dimension.
3. Clicking Next will move to the following step.
In the Dimension Filter step, the Account, Time, and Scenario dimensions will be hidden, displaying only the user-created dimensions and the default Entity dimension for selection. This step is optional;
- Clicking on
takes us to the member selection step;
In this step, we can filter the members from which we want to bring values when copying the scenario. If we leave it blank, the entire scope will be brought into the new scenario. If we define a member, all others not added will be excluded.
We can define not only the member itself but also the type of aggregation.
4. After defining the Scenario(s) and members, click Next.
- A preview of the actions to be taken will be displayed, so we can review the new scenario to be created. There is also a switch button, Simulate new scenario after creation, which, if enabled, will direct us to the scenario simulation step after creation;
Carefully review the displayed data, because after completing the scenario copy, it will not be possible to make corrections — the created scenario must be deleted and the action performed again.
5. To finish, click Finish.
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After completing the creation, we need to publish the Cube;
- Access the Modeling area in the T6 main menu;
- Select the Designer option;
- Select the Application in which the new scenario was created;
- Click Save;
- Publish the application’s cube;
If the switch button Copy data from data table was enabled, after completing the setup, when accessing a Data Form that uses a Data Table with a link to the Scenario Dimension, the records will be created in the data table and replicated in the Data Form.
For example:
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