Create Model

New Project

Click to move to the Project section and then click

Type database name (please no spaces) and project name and press OK. You have just created:

  1. a standalone database for your project
  2. the first model of the project
  3. the first 4 statements for the project

Rename Model and Statements

Click and or to move from the Project section to Models and or Statements.

Click to edit Name.

Add New Model or Statements

Click Create in the main toolbar to have the Create tools instantly available; alternatively use section toolbar above or context menu.

Click

We advise you to fill in not only a name but also any distinctive code to identify the statements for advanced handling.

Add Statements Codes

You have not added a code to the Statements as we suggested and some processes e.g. bulk export or synchronized Statements upload when moving within models are not available now. Let’s fix this.

Click to open the Statements navigation section. Call out the context menu while hoovering above any of the Statements listed. Pick Statements Codes. You will see a grid, depicting the project’s models in columns, save for the first column where you can see Code.

Step 1 Click in main toolbar to add new group of statements

Step 2 Add the code of the group in the first column

Step 3 Pick Statements you wish to be part of the group. There are two ways to do that

Alternative 1 Go to the empty cell in the second column and click in main toolbar. Select one Statement and continue to the next cell until you group all statements from all models. If you happen to have the same Statements names in several models than, Alternative 2 is better option

Alternative 2 Go to the any cell in the statements’ group row and click in main toolbar. From any Model select a Statement that you know repeats in more models. MYGIDE will search through all models and select the ones that have the same name as the one you picked in the selection.

Please note that an empty space is considered as a distinct character by PCs so e.g. Statements names P&L and P& L will be considered different statements. 

Add New Account(s)

Click Create in the main toolbar to have the Create tools instantly available, alternatively use context menu.

There are three different ways to add New Accounts

  1. Create Accounts
  2. Import Accounts
  3. Copy & Paste Accounts

We advise you to fill in not only the names but consider using a distinct code nomenclature when creating accounts. It can be as simple as giving each code just a basic and distinctive number for each model. This will save you time as you progress. 

Create Accounts

Make sure you have selected a statement in the left navigation window before you proceed.

Click to create one or more accounts.

Copy & Paste Accounts 

Copy & Paste works only in statements that are empty i.e. have no other accounts displayed.  

Highlight a selection of cells in your spreadsheet, press Ctrl C or right-click and select Copy Base Values, or Copy Scaled Values (what you see on the screen).

Click in the main data grid in the area of Name or Code (if you are copy-pasting codes as well) columns and press Ctrl V or right-click and select Paste Values.

You may choose to copy and paste your entire spreadsheet at once, or accounts and data separately.

Import Accounts

Click Import in the main toolbar to open the Import tools. From the left menu select Import Accounts. Browse spreadsheet where the accounts are stored.

Manual import requires source file to be of a specific structure, having the following information about each account that you wish to import:

  1. Account Code – column named NEW_CODE
  2. Account Name – column named EN (for English version),

It is sufficient to name the columns in the first row of your spreadsheet.

Check Create box in the column heading.

Import template can be found here.

Display Accounts in Desired Statements

MYGIDE enables any one account to be displayed in multiple Statements concurrently with no need to create links. It is always one and the same account. So whatever (except for text formatting, which is unique to a statement) you do with an account in one place, it will be replicated in other Statements where it is displayed.

To add Account

Click to open the Statements navigation section. Click in the section toolbar. Checkboxes appear next to the statement names.

Step 1 Find account(s) that you wish to appear in a specific Statement, either in the built-in Model Accounts Statement or in any other Statement.

Try built-in Filters available in the first row below data grid headings.

Step 2 Select item(s) you wish to display and check desired Statement’s checkbox

If you wish to display an account that belongs to other model, click Create to open the create tools, and in the Add section next to Accounts you will see a sign for a magnifier. Browse the account you wish to display.            

To remove an account from the Statement, uncheck the Statement’s box or call out the context menu and pick Remove. This will NOT delete the account(s) from the model. Just make it disappear from the Statement.

Set Timeframe

Timeframe is a model period and time related structure that you can adjust any time.

Click Timeframe to have the Timeframe tools available

  1. Set starting year and number of years that you wish to cover
  2. Set current year and month
  3. Check M boxes where you expect to have monthly data

Set Model Currency

Go to the Home tab.

Select Currencies (left window section in the Home tab in the default view) and set the following properties:

Model Currency – from the drop-down menu of Model Currency, select the desired currency for your model.

This will add the currency abbreviation to all eligible existing accounts and each new account to be created.

If you wish to delete or change the currency abbreviation for any account(s), go to the Create tools and select from , whilst having the accounts selected in the main data grid.

Add Historic Data

There are three different ways to add Historic Data

  1. Manual Entry
  2. Import Data
  3. Copy & Paste Data

Please note that Data entry is allowed only when accounts are not locked. Accounts are locked automatically with certain formulas where manual entry is not desirable e.g. subtotals, consolidation, end period when monthly calculation is triggered, result formulas, etc.

If you find a cell to be ‘locked’, open context menu whilst subject account(s) is selected, find Accounts Properties and click on Allow Modelling.

Manual Entry

Simply click in each cell to input data.

Import Data

Click to open the Import tools. From the left menu select Import Data. Browse the spreadsheet where the data is stored.

Manual import requires the source file to be of a specific structure, having the following information about each existing account that you wish to import data to:

  1. Account Code – column named CODE
  2. Account Name – column named EN (for English version),
  3. Date – Columns named A-2020-01 for monthly data, A-2020-00 for annual data

It is sufficient to name the columns in the first row of your spreadsheet.

MYGIDE looks up the source file’s Account Code and Date and will match that with Account Code in MYGIDE’s model(s) to import data successfully. Make sure they are the same!

Check the date boxes you wish to import. 

 

Copy & Paste Data

Highlight a selection of data cells in your spreadsheet, press Ctrl C or right-click and select Copy Base Values, or Copy Scaled Values (what you see on the screen).

Click in the main data grid in the area of Dates columns and press Ctrl V or right-click and select Paste Values.

Please be aware: formatting issues can occur. MYGIDE will only accept cells with numerical values in data cells. We advise reviewing your spreadsheet beforehand, to ensure smooth transition. Empty cells in your spreadsheet will be skipped from pasting. Zeros will be pasted as zeros.

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