UNIT 5

Real-World Calculations

Topics

• Calc script options

• Data management commands

• Methodology for calc script creation

• Use IF and FIX in calc scripts

• Prepare budget data calc script

• Allocate data

• Market share analysis

Evaluating Calc Script Options

• IF or FIX

• Dense calculations before sparse calculations

• Two-pass calculations

• Intelligent calculations

• Blocks on equations

Managing Data in Calc Scripts

• Data evaluation

• Data isolation

• Calculation control

• Environmental control

• Data management

Managing Data with DATACOPY

BudgetActual

Managing Data with CLEARBLOCK and CLEARDATA

• CLEARBLOCK removes blocks from the database

• CLEARDATA clears the values of a block’s cells, but does not remove the block

Creating Real-World Calc Scripts

• Business problem

• Affected data

• Rollup considerations

• Individual calculations

• Completed script

Working with Real-World Calcs

• Instructor supplies necessary information.

• Students create and test scripts.

• Instructor and students compare solutions.

Creating Real-World Calcs: Isolating Data Using IF or FIX

• Business problem:

Adjust commissions for the Eastern region.

• Parameters:

Increase all commissions for the 1999 actuals retroactively by 25%.

2000 budget commissions are equal to actual commissions prior to the adjustment.

Workshop 5-1:Isolating Data Using IF or FIX

Creating Real-World Calcs: Preparing Budget Data

• Business problem:

Create a 2000 budget based on 1998 and 1999 actuals.

• Parameters:

Budget is based on 1999 actuals increased by variance between 1998 and 1999.

Eastern region is expected to grow by a rate of 15% over 1998.

Any region that shows a decrease between 1998 and

1999 uses 1999 actuals.

Workshop 5-2:Preparing Budget Data

Creating Real-World Calcs: Allocations

• Business problem:

Allocate budgeted freight costs from high-level members to budgeted individual products and market combinations.

• Parameters:

Apportion total freight costs to each product-market combination or based ratio of actual individual product-market freight to total actual freight.

If freight is missing, multiply gross sale by .004.

Workshop 5-3:Allocations

Creating Real-World Calcs: Product Share Analysis

• Business problem:

Calculate actual product share of Rods & Reels against total products

• Parameters:

Show the percentage of product share for each Rod & Reel.

Workshop 5-4:Market Share Analysis

Check Your Understanding