Solving for the effect that varying one or two input field values has on a calculated field

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With the Result Finder dialog - Step Mode tab, you can see the effect that varying the dollar amount for one or two input (data-entry) fields has on a selected calculated field. After you have solved for these values, you will have the option to transfer results to your plan.

To use the Result Finder to see the effect of varying one or two input fields:

  1. With a plan open, choose Tools > Result Finder.
  2. If your plan has more than one alternative or year, the Result Finder - Column Selection dialog opens. Select the alternative and year that contain the input field you would like to solve for and click OK.
  3. Click the Step mode tab.
  4. From the Input field drop-down list, select the input field that you would like to vary. To select a field, click the drop-down arrow or press F4 to view a list of fields to select from. In the Result Finder - Row Selection dialog, expand the buttons listed in the Buttons / Tabs list. Highlight a row in the Available Rows list and click OK. Only federal input fields are available to choose.

    Note: If the cursor is in a federal input field in the main data-entry window when you start this procedure, then the name of that field appears as the default in the Input field.

  5. In the Increment by field, enter the dollar amount that you would like the Result Finder to change the Input field amount by when it performs its calculations.
  6. If desired, you can have the Result Finder vary two input fields. To vary a second input field:
    • Mark the Use companion field checkbox.
    • Select an input field from the Companion field drop-down list by clicking the drop-down arrow and selecting a row from the Available Rows list in the Result Finder - Row Selection dialog.
    • The Result Finder will adjust the Companion field amount by the amount you indicated in the Increment by field. To adjust the Companion field amount in the same direction as the Input field amount, click the Change in the same increment as the input field above option. To adjust the Companion field amount in the opposite direction, click the Change in the opposite increment (multiply by -1) option.
  7. In the Result field drop-down list, select the name of a calculated field for which you would like to see the effect of variation in the Input (and Companion) field(s). To select a field, click the drop-down arrow and select a row from the Available Rows list in the Result Finder - Row Selection dialog. Only federal calculated fields are available to choose.

    Note: If the cursor is in a federal calculated field in the main data-entry window when you start this procedure, the name of that field appears as the default in the Result field.

  8. If desired, select up to five more calculated fields in the Watch fields group box. The Result Finder will show how those fields will be affected as the Input field value changes.
  9. Click the Step button. The Result Finder increments the Input field and Companion field amounts by the amount you indicated in the Increment by field and displays a new dollar amount for the Result field.
  10. If desired, click the Step button again to see how further changes in the values for the Input field and Companion field affect the value of the Result field and Watch field.
  11. If desired, you can transfer the Input and Companion amounts to your plan. To do so, click the Transfer Results button. The field(s) in your plan will now contain the current value in the Input field amount field in the Result Finder.

    Note: If data already exists in the input field(s) in your plan, the Result Finder will replace it with the new amount. If allocation data already exists in the input field, Planner CS will indicate the difference between the two in the Allocations window for that field.

  12. To close the dialog without transferring results, click the Close button.

Related topic: Result Finder dialog

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