Scenario analysis: predefined and user-controlled

[seanstead]

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 change scenario ?

SUMX( 'AltmanZ (Public)' ,

'AltmanZ (Public)'[Earnings before interest and taxes] * ( 1 + [EBIT Scenario] ) / 'AltmanZ (Public)'[Total Assets] ) * 3.3 +

"AltmanZ (Public)",

'AltmanZ (Public)'[Working Capital] / 'AltmanZ (Public)'[Total Assets]) * 1.2 +

"AltmanZ (Public)",

'AltmanZ (Public)'[Retained Earnings] / 'AltmanZ (Public)'[Total Assets]) * 1.4 +

"AltmanZ (Public)",

'AltmanZ (Public)'[Wealth Market Value ] / 'AltmanZ (Public)'[Total Liabilities]) * 0.6+

"AltmanZ (Public)",

'AltmanZ (Public)'[Sales] * ( 1 + 'Percentage of Sales Change'[Sales Scenario] ) / 'AltmanZ (Public)'[Total Assets] * 0.999 )

Problem:

my current solution is controlled exclusively by the user. I'm looking to have 2 options - user-controlled and predefined. For the presets, I want 3 options: that for each one I would select to say:

option 1: Bit change -10% and change sales -10%

option 2: Bit change -30% and sales change -30%

option 3: Bit change +20% and sales change + 20%

How do I have a preset switch and user control? and then set option 3 to preset?

Thank you!

[seanstead]

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!

[Greg_Deckler]

See response here: https://community.powerbi.com/t5/Desktop/Scenario-analysis-predefined-and-user-controlled/m-p/106413...

[v-kelly-msft]

Hi  @seanstead ,

I agree with what suggested by Greg,bookmarks may be the best choice for you.

Best Regards,
Kelly

Did I answer your question? Mark my post as a solution!

[Greg_Deckler]

Use Bookmarks with buttons. When you save the report before publishing, make sure that are on Bookmark 3.