Prerequisites

• Scenarios previously registered.
• File forms previously registered.
• Variables previously registered.
• Access to the menu Configuration > Initiative type (PF025).
• Access to the menu Registration > Financial table (PF004).

Overview

During initiative evaluation, the system allows the value of a financial table variable to be imported from a cell in an Excel spreadsheet.

To do this, file forms must be registered with a .xlsx spreadsheet in their electronic file. These forms are registered through the menu Registration > Form (PF005).

Then, these forms must be associated with scenarios so that they can later be used in the initiative’s financial table.

See below how to perform these operations:

Associate a form with a scenario

1. Access the menu Configuration > Initiative type (PF025).

2. Select the desired table and click the button to edit its data.

3. On the screen that opens, go to the Scenario tab and click the button to edit a scenario.

4. In the Form field, select the file form registered with the Excel spreadsheet.

5. Repeat this step for as many scenarios as needed.

6. Finally, click the button to save the data.

Include spreadsheet data in the financial table

1. Access the menu Registration > Financial table (PF004).

2. Click the button to edit a financial table.

3. On the screen that opens, add variables using the button on the side toolbar, if necessary. Otherwise, click the button to edit a variable already associated with the table.

4. On the screen that opens, in the Data inclusion section, select the Spreadsheet option.

5. In the Cell field, enter the name of the cell in the spreadsheet associated with the scenarios, that is, specify which spreadsheet cell contains the variable value.

Conclusion

In this way, the financial table can retrieve data from an Excel spreadsheet to analyze scenarios and evaluate the feasibility of the initiative.