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Financials: Groupings

Group Name

Enter a name for the grouping.

Group Description

Enter a description for the Global Financial Parameter i.e. Interest Rate for ex ABC Staff or the Constant being defined. Where possible the description should be generic so that it remains relevant if the absolute value of the variable changes at a future valuation date.

Grid Help

Right-clicking on a column heading presents a menu with the following options which allow you to expand or reduce the number of columns of data to be entered:

  • Add a new column to the right of the grid;
  • Insert a new column at the position of the cursor; and
  • Delete the current column at the position of the cursor.

Grid Help

Right-clicking on the Top Left Corner of the grid displays a menu which allows you to set the following Grid Editing Options:

  • Editing of a cell can be invoked by either clicking on the cell or by pressing F2 when the cell is active (Clicking will only change the current active cell); and
  • determine the cursor movement once editing is complete to be either to the next cell down, the next cell to the right or to stay in the current cell.

SaveAs

Click the Save As button to save with a new file name.

Save

Clicking on the Save button allows you to save the entries.

Quit

Clicking on the Quit button allows you to exit without saving any of your changes.

In some of the screens you will be asked to confirm if you want to exit Ignoring all changes. If you click Yes, the file will be closed without saving any changes. If you click No you will be returned to your original screen.

From the Browser, the Quit button will take you to a graphical display of the results.