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GIDE Dataroom

  1. User Modes
    GIDE is available in three user modes, which determine the range of functions available: * Preview Mode (#preview) * Modelling Mode (#modelling) * Designer Mode (#designer) Only the project administrator can set the user mode (and therefore t...
  2. GIDE Tabs
    On GIDE’s upper applications tool bar, there are working sections for various actions in the application: * Home (#home) * Accounts Management (#accountsm) * Dataroom (#dataroom) * Consolidation (#consolidation) Home Home consists of a le...
  3. Working with Projects
    A project is an independent and integrated space on a MS SQL server, in the form of an independent database. In GIDE, a project consists of at least one or more models comprising statements and accounts. Some tasks require the intervention of the MS SQL ...
  4. Working with Models
    A model is an independent, complete data unit. It displays accounts in one or more currencies or various units of measure. A model can be divided into a user–defined number of permanent or temporary statements. Statements contain groups of interconnected...
  5. Working with Statements
    Statements contain groups of interconnected or logically associated accounts, created from model data in line with the user’s preference. In GIDE you can create an unlimited number of statements, depending only on your user rights. Each model has one une...
  6. Working with Accounts
    An account is a data record in monetary or other numerical form. In a statement, it appears as a line. It has a specific time range and time structure, which are always identical with the model’s time range and structure (See Changing Statement Time Rang...
  7. Consolidation
    In GIDE, consolidation is a quick way of adding associated accounts in associated models. Consolidation serves mainly to structure data from a company’s (or group of companies’) various organizational units, with the aim of modelling the parent company b...
  8. Modelling and Data Simulation
    Modelling is a process during which the user changes modelling parameters for the purpose of estimating the development of an account during the modelling period. The term Account Modelling means the user’s working with the calculation of account values ...
  9. Import of Accounts
    01 / Click here (http://mygide.uk/downloads/Help/Manual_ImportEN.xlsx) to download import template file. 02 /Under Import/Export, select the Accounts Import option, then in the main work area click on the ellipses (‘...’) symbol. In the window that displ...
  10. Importing Data from a Local File
    01 /Click here (http://mygide.uk/downloads/Help/Manual_ImportEN.xlsx) to download import template file. 02 /Under Import/Export, select the Import Data option, then in the main work area click on the ellipses (‘...’) symbol. In the window that displays, ...
  11. Displaying Account Parameters & Modelling Rows
    Displaying Auxiliary RowsAuxiliary Rows assigned to accounts can be displayed in a statement, either for all statement accounts or for a chosen selection of them. Displaying auxiliary rows for selected accounts – In the panel’s work area, mark one or mor...
  12. Displaying Comparisons
    Displaying Budget ComparisonBudget Comparison can also be displayed in a way similar to that described in Displaying Auxiliary Rows (189150-Displaying-Account-Parameters--Modelling-Rows). To display this comparison, select accounts using the context menu...
  13. Filtering & Searching
    Automatic FilterMoving the mouse to the column name in a statement makes the filter symbol appear. If you activate by left–clicking, a window will appear that displays all the values in that column. Clicking on a specific value will apply the filter to t...
  14. Previews
    Setting up your own previews allows you to adjust the columns in the Dataroom work area. There are several preview options available: * Groups (#groups) * Preview Level (#previewl) * Working with Previews (#workp) * Preview Properties (#preview...
  15. Notes
    You can work with an unlimited number of notes at any level. Notes relate to a model, statement, account or cell. Adding Model NotesIn the Models tab of the Navigation window, right-click on the desired model. From the context menu, select Insert Note. ...
  16. Records
    You have available a list of events that occurred in your work with GIDE. The list of records is in the window below Dataroom’s main work area, in the Records tab. The following types of events are recorded: Records at model level: * Adding and deleti...
  17. Snapshots
    Snapshots let you save current values of accounts or entire models. The saved values displayed then facilitate comparison the current values as changes with those saved. Creating Model Snapshots01 / In the Models tab of the Navigation window, right-clic...
  18. Printing and Exporting
    You can print in two different ways: using a quick print function based on predefined settings, or using a print preview that facilitates modifications before printing. PrintYou can quickly print the active statement displayed by clicking on the Print i...
  19. Quick Chart
    The GIDE system provides a tool for creating a graphic overview of data in chart form. This gives you two alternatives: the first is to use the so–called Quick Chart function for standard work with a statement, particularly for a fast check of trends, or...
  20. Chart Wizard
    If you want to create and capture data in graphic form, you can use the Chart Wizard tool. Here you can use only a few of the tool’s options to format your own graph, or use the Wizard to lead you through the steps of building a graph or document to be s...
  21. Users, Roles and Permission
    After initial installation, there's only one user created in GIDE acting as _system administrator_. This user should be used to create all other users and set their required permissions. The detailed process of creating/maintaining is covered in User's M...