Create financial table
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Prerequisites
- Access to the File > Variables (PF003) menu.
- Access to the File > Financial table (PF004) menu.
Overview
The financial tables menu allows you to structure tables that will be used to analyze the feasibility and benefits of an initiative.
Before accessing this menu and adding a new table, it is necessary to create a variable in the File > Variables (PF003) menu. Variables work as “base fields” for references and calculations within the table. Without this step, the table does not have the elements required for calculation and validation.
Below, see how to register a variable and a financial table:
Register variables
1. Access to the File > Variables (PF003) menu.
2. Expand the Create button and select the Blank option.
3. In the screen that opens, fill in the identifier and the name.
4. Click the button to 
the changes and complete the registration.
Create table
1. Access to the File > Financial table (PF004) menu.
2. Click the button 
to add a table.
3. In the screen that opens, fill in the identifier and the name of the financial table.
4. In the side toolbar, click the button to add a variable to the table.
5. In the screen that opens, search for the desired variable using the button 
in the Variable field and select it.
6. Fill in the Sequence field with the position of the variable in the financial table structure.
7. Enable and configure the Data entry section according to the available options:
Options of the Data entry section
The Data entry section allows you to select how the value will be entered in the associated variable. See the available options:
- Manual: the variable value will be typed by the responsible user.
- Equation: the variable value will be filled in by the system with the result of a specific configured equation. To build the equation, click the button and edit it. For more information on this, see the Build equation article.
- Spreadsheet: the variable value will be filled in by the system with the value imported from a cell in an Excel spreadsheet. To do this, enter the spreadsheet name and the desired cell in the Cell field. For more details, see the Import variables from an Excel spreadsheet article.
8. Use the available style options to configure how the variable will be displayed in the financial table:
- Bold: select this option so that the variable name is displayed in bold in the financial table.
- Font color: customize the font color of the variable. To do this, click the x button and, in the screen that opens, select the desired color. If the font color is not customized, the system will display black as the font color.
- Background color: customize the background color of the variable cell value in the table. To do this, click the x button and, in the screen that opens, select the desired color. If the background color is not customized, the system will display white as the background color.
- Number of decimal places: enter the number of decimal places for the variable value.
Conclusion
In this way, the financial table is created to assess the feasibility of a registered initiative.