How to use the On the Fly Quick Edit forecast options

You can use our Quick Edit options to make bulk changes quickly and simply when using the On the Fly forecasting method. This allow you to perform bulk edits to the values which have been entered for all periods, an individual period or for multiple selected periods within your forecast. Using the Quick Edit options you can split the allocation of forecasted figures across a range, increase and decrease values by a percetange, or add or subtract values by an amount.

Written by Ross MacLeod

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You can use our Quick Edit options to make changes quickly and simply when using the On the Fly forecasting method. This allow you to perform bulk edits to the values which have been entered for all periods, an individual period or for multiple selected periods within your forecast. Using the Quick Edit options you can split the allocation of forecasted figures across a range, increase and decrease values by a percentage, or add or subtract values by an amount.

Using the Quick Edit Options

How to Select/Deselect periods

With the On the Fly forecasting method selected, you will find a checkbox displayed adjacent to each monthly period within the bounds of your Scenario:

Date Selections

Simply click the Checkbox adjacent to a period in order to select it:

Date selected
You can select as many periods as you wish:

Selecting multiple Dates
You can select every period within a year using the ‘Select/Deselect All’ option, which appears above the first period within a 12 month sequence:

Select:Deselect all
Uncheck a period to deselect it:

Uncheck period

Selecting your Quick Edit option

After selecting the periods you wish to apply your Quick Edit option to, it is time to select the Quick Edit option you wish to use. You can do this using the Quick Edit Options dropdown:

Quick Edit Options
Click the dropdown to select an Option:

Selecting your Quick Edit Option
After selecting your desired option simply enter the desired Increase/Decrease or Split you wish to perform. In this example we are entering an Increase of 20%:

Choosing the Quick Edit increase:decrease

Applying your Quick Edit selection

Once you have selected the range to apply your selection to and your Quick Edit method, you can apply your change using the Apply button. Simply click the Apply button and your change will be applied. Please note, this cannot be undone:

Applied Quick Edit

Quick Edit Options

Set selected to

This allows you to set all of the values for the selected periods to your chosen figure.

Increase selected by %

Using the Increase by % option you can apply a percentage increase to your selected periods. The percentage will be applied to whatever values have currently been entered for the period/s and therefore shouldn’t be applied to periods which have a value of zero – unless you are looking for an exercise in futility!

Decrease selected by %

The Decrease by % option allows you to apply a percentage decrease to the periods you have selected. Your percentage decrease will be applied to any existing values stored against a selected period.

Add £$ to selected

Using the Add £$ to selected option, you can increase the values stored against your selected period/s by a fixed amount.

Subtract £$ from selected

You can decrease the values for individual periods or for a range by a fixed value using the Subtract £$ from selected option. T

Split by selected

With the Split by selected option you can split values across a range. This allows you to take a value and evenly distribute it across a number of periods.