Lookup Functions - Financial & Variables Video

Lookup Functions - Financial & Variables Video

Click the brackets icon [  ] in the lower right of the video to expand to full screen, 
hit escape to return to this page


    • Related Articles

    • Lookup Article

      This standard functionality provides the ability to access data that is within the system and then copy the data to the appropriate Assumption Grid. The general process will be discussed first followed by a review of the available data. The Lookup ...
    • Manage Global Variables Article

      Global Variables are setup to store statistical (nonfinancial and non-system based financial) data and are accessed through Lookup.  Please see the related article How Can I Use Global Variables?  Print, Export to Excel, Print to PDF, Auto-size ...
    • Remap Global Variables Article

      Print, Export to Excel, Print to PDF, Auto-size Columns, Filter, Column Sort-Ascending/Descending and Expand/Reduce Column Width functionality is available. The following Right Click Menu and Short-Cut Keys are available: When using the Duplicate ...
    • Cell Math Functions Article

      Certain screens within the program has been setup with the ability to do basic math calculations within the cell.  The math functions are: - Addition ("+"); - Subtraction ("-"); - Multiplication ("*"); and - Division ("/). The below example uses the ...
    • Refresh Lookup Sync Status Article

      When the Lookup functionality is used and the data is copied over from the Data Shopping Cart to the Account Details/Assumptions screen it appears as below, namely, the Green box indicates that the data is the same as the source data. The above data ...