Index series can be managed by clicking on 'Index series' in the Master data section.
Figure 1: Index series
You can edit index series by clicking on the values. The row will go into edit mode and you can adjust the name of the index series or the index percentages of any year. Once you are done editing, you can save the row by orange check icon or by clicking outside the grid.
You can add an index series by clicking on the first row of the grid. In the first field you can enter the name of the index series. In the following fields, you can enter the index percentages per year. When you enter a percentage, you will notice that the input fields of future years are automatically filled with the same index percentage. This allows you to quickly fill the grid with index percentages. Once you are done with entering the percentages, you can add the row by clicking the orange check icon or by clicking outside the grid.
If you want to delete index series, just click the checkbox of the index series you want to delete. An action bar will pop up at the bottom of the screen. Click on 'Delete' to delete the index series. The index series is now deleted from the grid.
If you want to add additional years to the grid, you can click on the 'Add start year' or 'Add end year' buttons in the top right of the screen. When clicking on the 'Add start year' button, a new column will be added in front of the earliest year in the grid. On existing index series, the newly added column will contain the same percentage as the previous earliest year. When clicking on the 'Add end year' button, a new column will be added behind the latest year in the grid. On existing index series, the newly added column will contain the same percentage as the previous latest year.
You can delete years from the grid, by clicking on the three dots behind the first - and last year of the grid (fig. 2). It will open a menu with the option to delete the year. When clicking on 'Delete year' the year will be removed from the grid.
Figure 2: Deleting a year from the grid
Index series are used on the following places in the application:
- Whenever a user creates a new scenario, these index series will be copied to the index series of the scenario.