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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 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!

power bi grab.png

5 Replies

  • 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!

     

     

     

     

     

     

     

     

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    6 years ago
    Use Bookmarks with buttons. When you save the report before publishing, make sure that are on Bookmark 3.
  • v-kelly-msft's avatar
    v-kelly-msft
    Community Support
    6 years ago

    Hi  seanstead ,

     

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

     

    Best Regards,
    Kelly
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