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Global Periodic Data Changes – Operator Options
When setting a Global Change, users have numerous operator options to control the action of a change a periodic data stream.
- Copy - The values in the Receiving Field will be replaced with the values from the Field.
- %Change - Two options, if you only specify a stream in Field, along with a Value, it will apply a percentage change and overwrite the value the stream. If you specify a Receiving Stream, it will keep the original value in the Field and apply the percentage change in the Receiving Stream.
- Set - The stream specified in the Field will be set to the number provide in the Value column.
- Zero - The stream specified in the Field will be set to zero.
- Delete - All values in the stream specified in the Field will be deleted from the database (added in version 3.3).
- Increment - Two options, if you only specify a stream in Field, along with a Value, it will increment the field and overwrite the value in the stream. If you specify a Receiving Stream, it will keep the original value in the Field and increment the change in the Receiving Stream.
- Decrement - Two options, if you only specify a stream in Field, along with a Value, it will decrement the field and overwrite the value in the stream. If you specify a Receiving Stream, it will keep the original value in the Field and decrement the change in the Receiving Stream.
- Multiply - Two options, if you only specify a stream in Field, along with a Value, it will multiply the field by the Value and overwrite the value in the stream. If you specify a Receiving Stream, it will keep the original value in the Field, multiply it by the Value and place the result in the Receiving Stream.
- Divide - Two options, if you only specify a stream in Field, along with a Value, it will divide the field by the Value and overwrite the value in the stream. If you specify a Receiving Stream, it will keep the original value in the Field, divide it by the Value and place the result in the Receiving Stream.
- Add - Two options, if you only specify a stream in Field, along with a Value, it will add the field by the Value and overwrite the value in the stream. If you specify a Receiving Stream, it will keep the original value in the Field, add by the Value and place the result in the Receiving Stream.
- Subtract - Two options, if you only specify a stream in Field, along with a Value, it will subtract the field by the Value and overwrite the value in the stream. If you specify a Receiving Stream, it will keep the original value in the Field, subtract by the Value and place the result in the Receiving Stream.
- Add Together - All three streams are required. The streams specified in Field and Field 2 will be added together and the resulting value will be placed in the Receiving Stream.
- Multiply Both – All three streams are required. The streams specified in Field and Field 2 will multiplied together and the resulting value will be placed in the Receiving Stream.
- Subtract Both - All three streams are required. The streams specified in Field and Field 2 will be subtracted from one another and the resulting value will be placed in the Receiving Stream.
- Divide Both - All three streams are required. The streams specified in Field and Field 2 will be divided and the resulting value will be placed in the Receiving Stream.
Key Items to Consider:
- All the operators that end in Together/Both are required in order to take the values of two streams and place them into a third stream.
- The more steps placed into the periodic updates, the longer the updates will take.
- Descriptions are critical in remembering how a specific global change was configured and should contain detail about how the global change was configured.
- Global changes that are created for a specific use and run only a couple of times should be deleted from the list in order avoid any accidental run of a change.
- As with all Settings, a naming convention should be established so Global Changes are easy to find and to keep multiple changes from being created that perform the same set of tasks.
Example: Client wants to show the value of the difference between the Original History and Adjusted History streams, as well as, the System Forecast and Adjusted Forecast on a spreadsheet. While the same function can be accomplished by using math functions within the spreadsheet setting, it is critical to remember that a single spreadsheet is limited to only 4 embedded functions.
The first step is to create the Receiving Streams via Field Management, if they don’t already exist. In this case, the streams Adjusted History Delta was added under the History periodic data stream element type and Adjusted Forecast Delta under the Forecast periodic data stream element type. You can create custom streams to hold the Receiving Stream values or use existing streams.
Below is the setup of the Global Change:
Resulting spreadsheet:
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