1. UNIT 5 Real-World Calculations

2. Topics Calc script options Data management commands Methodology for calc script creation Use IF and FIX in calc scripts Prepare budget data calc script Allocate data Market share analysis

3. Evaluating Calc Script Options IF or FIX Dense calculations before sparse calculations Two-pass calculations Intelligent calculations Blocks on equations

4. Managing Data in Calc Scripts Data evaluation Data isolation Calculation control Environmental control Data management

5. Managing Data with DATACOPY BudgetActual

6. Managing Data with CLEARBLOCK and CLEARDATA CLEARBLOCK removes blocks from the database CLEARDATA clears the values of a block’s cells, but does not remove the block

7. Creating Real-World Calc Scripts Business problem Affected data Rollup considerations Individual calculations Completed script

8. Working with Real-World Calcs Instructor supplies necessary information. Students create and test scripts. Instructor and students compare solutions.

9. Creating Real-World Calcs: Isolating Data Using IF or FIX Business problem: Adjust commissions for the Eastern region. Parameters: Increase all commissions for the 1999 actuals retroactively by 25%. 2000 budget commissions are equal to actual commissions prior to the adjustment.

10. Workshop 5-1: Isolating Data Using IF or FIX

11. Creating Real-World Calcs: Preparing Budget Data Business problem: Create a 2000 budget based on 1998 and 1999 actuals. Parameters: Budget is based on 1999 actuals increased by variance between 1998 and 1999. Eastern region is expected to grow by a rate of 15% over 1998. Any region that shows a decrease between 1998 and 1999 uses 1999 actuals.

12. Workshop 5-2: Preparing Budget Data

13. Creating Real-World Calcs: Allocations Business problem: Allocate budgeted freight costs from high-level members to budgeted individual products and market combinations. Parameters: Apportion total freight costs to each product- market combination or based ratio of actual individual product-market freight to total actual freight. If freight is missing, multiply gross sale by.004.

14. Workshop 5-3: Allocations

15. Creating Real-World Calcs: Product Share Analysis Business problem: Calculate actual product share of Rods & Reels against total products Parameters: Show the percentage of product share for each Rod & Reel.

16. Workshop 5-4: Market Share Analysis

17. Check Your Understanding