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seanstead's avatar
seanstead
Regular Visitor
6 years ago

Scenario analysis: predefined and user-controlled

Hello everyone I'm creating a scenario analysis for Altman Z (a company's financial risk), and I've successfully created 2 round-the-box: EBIT change and sales change. code as follows: Public c...
seanstead's avatar
seanstead
Regular Visitor
6 years ago

Hi all,

 

I am creating some scenario analysis for Altman Z (financial risk of a company), and have successfully created 2 varables: EBIT change and Sales change. code as follows:

Scenario Changed Public =
SUMX( 'AltmanZ (Public)' ,
'AltmanZ (Public)'[Earnings Before Interest and Tax] * ( 1 + [EBIT Scenario] ) / 'AltmanZ (Public)'[Total Assets] ) * 3.3 +
sumx ('AltmanZ (Public)' ,
'AltmanZ (Public)'[Working Capital] / 'AltmanZ (Public)'[Total Assets]) * 1.2 +
sumx ('AltmanZ (Public)' ,
'AltmanZ (Public)'[Retained Earnings] / 'AltmanZ (Public)'[Total Assets]) * 1.4 +
sumx ('AltmanZ (Public)' ,
'AltmanZ (Public)'[Market Value of Equity ] / 'AltmanZ (Public)'[Total Liabilities]) * 0.6 +
sumx ('AltmanZ (Public)' ,
'AltmanZ (Public)'[Sales] * ( 1 + 'Percent Sales Change'[Sales Scenario] ) / 'AltmanZ (Public)'[Total Assets] * 0.999 )

 

Problem:

my current solution is purely user controlled. I am seeking to have 2 options - user controlled and pre-defined. For pre-defined, I want 3 options: which for each would select say: 

option 1 : Ebit change -10% & Sales Change -10%

option 2 : Ebit change -30% & Sales Change -30%

option 3: Ebit change +20% & Sales Change + 20%

 

How can I have a toggle for pre-defined and user control? and then set up the 3 option under pre-defined?

 

thanks!