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How to create Cases in Visyond

How to create Cases in Visyond

When working with a model you want to see how different inputs lead to different outputs.

You do this by creating different scenarios which are in turn made up of different cases (assumptions in cells).
A case is a value or formula that a cell can take. Both cases and scenarios can be created by you or your collaborators but everyone can only edit the ones they create, so no risk to delete or break others’ work.

In this tutorial, we will show you how to create and use cases in your model.

Creating a case in your spreadsheet

Click on any cell that has data in it, and click on the C at the top left of the cell to open the Case panel.

You can add multiple cases per cell from the case panel: simply add the name of the case, a comment (this is optional), and a value for the case.

In this example I have created two new cases in addition to the default case for the Revenue_Growth[2019] cell.

See how the cell now displays a red dot to indicate that it contains cases.

Creating cases

Autogenerated cases

If you are editing a cell which is set on a case created by a collaborator (see below), Visyond will automatically create a new case. Cases will also be automatically created when you are in Scenario Recording mode.

Combining cases into scenarios

When you have cells with multiple cases, you may want to remember a specific spreadsheet configuration. You can take a “snapshot” of the cases selected in the grid by clicking on the Scenarios button.

Scenarios

Using cases in your model

It’s extremely easy to see how cases affect the output of your model: click on different cases in the Case Panel, and watch the values of the dependent cells change.

In this example, observe how some values in the 2019 column change as we change the value of the Revenue_Growth[2019] cell.

changing cases

Tip: To find out which case is currently active check out the superscript text next to the name of the cell at the top left of your spreadsheet or hover on the red dot in the cell.

Charts and Cases

In order to visualize how cases impact the output of the model click on the Charts button to open the Charts popup window.

As you switch between different cases you will see how the change propagates through your model.

Following our previous example I want to see how changes in the Revenue_Growth[2019] cell affect the P&L Highlights chart. I will switch between the radio buttons in the Case panel, and see the change reflected in the Charts window.

cases and charts

Cases and collaboration

If your project is shared, your colleagues can create their own cases for every cell that has data in it, and repeat the same operations as above.

The Case Panel will also have the assumptions that your collaborators create under their name. These cases can’t be edited by anybody (including the project owner), preventing accidental data corruption and promoting accountability.

In order to see all the cells that have cases in them click on the Report/Overview tab at the top left, and check out the list of cells with the names of the cases, name of the author, value of the cases, and date on which they were created.

Conclusion

With cases, you can play around with data as much as you like without risking to corrupt previous work.

Instead of having to work with multiple versions of the same spreadsheet, spam colleagues with attachments and try to consolidate inputs, you can invite your colleagues to collaborate, sit back, relax and see the new assumptions in the grid as you would see comments on a post on Facebook.

Collaborate faster and protect yourself against silly mistakes.

how to
September 26, 2017

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