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Working with Accounts

The fundamental element of each Calculation model is a row, in Poweroom's terminology called an Account. Accounts typically define the type of result we would like to see (e.g. amount of money withdrawn, cost of fuel, value of loan portfolio, etc.). A single account may contain many columns calculating different results within each column.

Creating a New Account

New Accounts are created in the Edit model screen, within the Accounts List window. To do this, right–click in the Accounts List window and from the context menu, select Add Account. After this, the account will appear in the Accounts List window, named New Account. To change the name of the account, right–click on the account and from the context menu, select Edit Account Names and Codes. Confirm the new name of the account by clicking the Enter button.

Copy Account

A copy of an account (s) contains all the formulas and parameters that are present in the original account at the moment it is copied. In the Account List window select the account (s) you want to copy. Then right-click on the account (s) and from context menu, select Copy Account (s). After this, the account (s) will appear in the Accounts List window, named Account name + Copy . To change a name of the account, right–click on the account and from the context menu, select Edit Account Names and Codes. Confirm new name of the account by clicking the Enter button.

Assigning a Formula to an Account

Formulas are assigned to accounts in Account Management. You can add or change an account’s formula when it is selected in the Active Accounts window. A single account can work with multiple formulas, set for various time ranges or versions of data, which can be valid for all versions of data and time ranges.

Selecting the Active Account

Select the Active Account from the Accounts List window, then drag and drop into the Active Accounts window, or double-click on account to move the account to the Active Account window.

Clearing the Active Account Window

To clear an account, right–click in the Active Account window on a specific account and from the context menu, select Clear Selection.

Displaying the Formulas Used

You can find a list of the formulas used in the Accounts List window. For the active account, the formulas used appear by formula and type of use.

Item Aggregation Formula - Is a type of horizontal aggregation of individual data items (items in a Datasystem). This is defined at the account level, applied to and valid for all the results regardless of the different formulas used. It is applied whenever the user in the Case Viewer will display a case for more than one data item. It defines whether the outcome for more items can be:

  • Sum – Sum of values
  • Avg – Average of the values
  • Wavg – Weighted average of the values
  • Min – Minimum of the values
  • Max – Maximum of the values
  • Count – Count of the values
  • GlobalCalc – It can be applied only to the account if all the formulas do not refer to data in the datasystem, but only for accounts that provide aggregation of data in the data system.

Periods to Apply Formula

Column Identifiers Formula Application – In some cases (summary or comparative calculations), the results are not applied to a specific time period. In this case within GIDE it is possible to identify the validity of the formula by column ID in which the formula will be used.

Column Dates to Formula Application – If it is necessary to define the behaviour of the mathematical model in a specific time period (e.g. January has a different than other months), GIDE allows you to apply the formula for a specific date if required.

An account’s default formulas are displayed in colour in the time and data range for which these formulas apply. The lines in this table show Data Versions (Actual or Forecast). The columns show the validity, i.e. the chosen time period during which the formula is to be valid (Seconds, Minutes, Hours, Days, Weeks, etc.).

Formula Parameters

The Formula Parameters window displays the parameter (i.e. other account) to be input for the function marked in the Account Formula window.

Default Formulas

The Formulas window displays a list of all default formulas available to you for assignment to an active account. The first column shows the formula’s name, and the second column shows the formula’s function.

Specific  takes Item tags as parameters to be input to Specific Formulas to calculate result

Generic  works with existing accounts or Item Values

Assigning Formula to an Account

  1. Select an active account from the Accounts List window by dragging and dropping an account into the Active Accounts window. This will select it for assignment of a formula.
  2. You can assign the selected formula to the active account by dragging and dropping a formula from the Formulas window into the Account Formulas window, or clicking on Add Formula.
  3. Define Column Identifiers Formula Application or Column Dates to Formula Application if required. Click on the three dot symbol in the appropriate row. In displayed window enter new or select from existing column ID or period type and the desired period.
  4. The time period for which the function applies can be changed in the formula’s Periods to Apply Formula window. Click on the cell in the relevant line and column, or mark multiple cells by holding down the left mouse button while marking.
    Tip: If you want to select a variety of non–consecutive time periods, you can hold down the Ctrl key and click on the periods for which you want the formula to be assigned.
  5. Assign parameters to the selected formula by dragging and dropping from the Accounts List, Item Tag, Item Value or Model parameters window to the Formula Parameters window. If the formula consists of multiple parameters (A, B, C...), these steps will have to be repeated for every parameter.
  6. The formula is not saved until you click on Apply.