Improve Model Appearance
Model appearance is done at the Statement level, applying desired sorting and formatting to the statement’s accounts in data grid.
This is pretty basic stuff seen in many different applications. In some instances you may also use the Context menu to prompt some actions.
If you wish to apply one and the same formatting to several items in one go, just highlight those items that you wish to format (press Ctrl key on your keyboard while selecting multiple items) before selecting desired formatting tool.
Add & Format
Click on the Create icon in main toolbar to see create and format options.
Cut & Paste
To move multiple accounts at once, use the Shift or Ctrl function to highlight multiple accounts, right-click and select Cut lines. Click in the cell your selection of accounts will begin, right-click and select Paste lines.
Remove & Delete
You may also choose to remove or delete an account from a statement. If you remove the account, it will still be listed in the Model Accounts statement.
If you delete an account, it will be completely deleted from MYGIDE. However, if the account you want to delete is a parameter of another account’s formula calculation, MYGIDE will not allow deletion of the account until it is no longer a formula parameter. MYGIDE will inform you when this happens, creating Error Statement, listing all the accounts affected by the deletion.
Drag & Drop
Apply drag and drop principles to arrange accounts and statements to create a better organised planning and modelling environment.
Bulk Recode & Rename
As it often happens, one figures out the best terms and codes for the models’ accounts only later in the process. If you have several models built with the same logic, while the only difference is a name of the model (e.g. SGA divisional models, Sales Product Models, etc.), you can then use the Bulk Recode and Rename tools. The essential condition is that you can recode only the accounts that already have some codes.
We advise that before considering any major changes to your models, including any bulk actions, you make a backup first. Simply call out the context menu in Project navigation section and pick Copy Project or Export Project.
Step 1 Click to open the Import tools. From the left menu select Import Accounts. Browse the spreadsheet where the accounts are stored. Select the Model(s) you wish to run the Bulk Recode and Rename on.
Account recode 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:
- Account Code – column named CODE
- Account New Code – column named NEW_CODE
- Account Name – column named EN (for English version),
It is sufficient to name the columns in the first row of your spreadsheet.
MYGIDE looks up the source file’s Account Code strings and will match that with the Account Code strings in MYGIDE’s model(s) to recode the correct accounts. Make sure they match in the source file!
Step 2 Check the Recode checkbox in the heading.
Step 3 Press Substitution in the toolbar section above. All models selected in Step 1 are displayed. Add a distinct Code pattern and Name Pattern for each model. These patterns will replace # signs if such are included in New Code strings.
We advise to think about this before ignoring it. The distinct Code pattern and Name Pattern helps tremendously in bulk imports, bulk model sharing, publishing, and drill down insight.
Step 4 Check Updates names of the recoded accounts checkbox in the heading (provided you wish to update not only the account codes but also the names).
Step 5 Press Import
Sorting of Statement Accounts
By clicking on the column name you can automatically sort the accounts, either Ascending or Descending.
If you wish to keep these sorted accounts call out the context menu and pick Apply Current Ordering.
Select Coloured cell options to see what formulas have been applied, what assumptions have been used, what data are displayed (Actual or Forecast), etc.
Coloured cells when prompted, gives you instant visual information on the type of formulas you have used in your models. Most clients love it.
In the drop down menu of Coloured Cells you will find the following options
- Default view – displays the grid as is with all colour background formatting made to accounts and headings
- Time view – uses colour to differentiate Historical, Forecast and Budget data
- Cell-type view – uses colour to differentiate by formula category applied for the given account and period.
- Input view – uses colour to display only the accounts that are allowed for manual interventions by the user.
When Dark Blue colour is seen in Annual Views, it means that monthly data are used to calculate annual results in the given year. See Timeframe.
Green – Subtotal, restricted modelling by default
Purple – Consolidation, restricted modelling by default
Blue – Result, General or Special formulas, restricted modelling by default
Red – Custom formulas, restricted modelling by default
Dark Blue – Year-End formulas, restricted modelling by default
Orange – Modelling formulas, manual intervention allowed by default
- Light Orange – default formula applying historic trend is active
- Dark Orange – user intervened and overrode historic trend by applying own assumption
Light Pink – Modelling (auxiliary) Row(s)
Grey – Manually entered value, or no formula applied