Add and Run Data Action

Objective

After completing this lesson, you will be able to add and run Data Action within a story.

  1. If your copy of Admin_StoryRebates is not already open, navigate to Main Menu > Files > My Files, then select your copy of Admin_StoryRebates to open it.

  2. Select Edit to allow changes to the Story.

  1. Under the Insert toolbar, select the + icon, then select Starters > Data Action Starter.

  1. In the Builder panel, enter the following information for the Data Action Starter:

    • Label: Calculate Rebates

    • Description: Calculate Rebates

    • Data Action (dropdown): Admin_DA_Rebates

    • Target Version Input: Leave as default “Prompt”

  1. Position the Data Action Starter button on top of the PnL table by dragging and dropping it.

  1. Select the Save icon to save the Story.

  1. Select View to put the Story in View mode.

  1. In the Input Controls select the following:

    • Date - Jan (Q1/2020)
    • Products - Sun (under First Person Star)

  2. Click Apply Selections under both Input Controls after each selection to update the data in the table with your selections.

  1. Enter 0.10 (10%) in the Rebate % account for United States and hit the return key.

  1. Select the Run button on the Calculate Rebates Data Action Starter.

  1. Click the Select Target Version icon.

  1. Select Forecast as the Target Version. Then click OK.

  1. Select the Run button.

  1. You can see that the Rebates account has been filled in and has been calculated based on the assumption of 10% that we entered earlier in the Rebate % cell for the United States.

  1. If your copy of Admin_StoryRebates is not already open, navigate to Main Menu > Files > My Files, then select your copy of Admin_StoryRebates to open it.

  2. Select Edit to allow changes to the Story.

  1. Under the Insert toolbar, select the + icon, then select Starters > Data Action Starter.

  1. In the Builder panel, enter the following information for the Data Action Starter:

    • Label: Calculate Rebates

    • Description: Calculate Rebates

    • Data Action (dropdown): Admin_DA_Rebates

    • Target Version Input: Leave as default “Prompt”

  1. Position the Data Action Starter button on top of the PnL table by dragging and dropping it.

  1. Select the Save icon to save the Story.

  1. Select View to put the Story in View mode.

  1. In the Input Controls select the following:

    • Date - Jan (Q1/2020)
    • Products - Sun (under First Person Star)

  2. Click Apply Selections under both Input Controls after each selection to update the data in the table with your selections.

  1. Enter 0.10 (10%) in the Rebate % account for United States and hit the return key.

  1. Select the Run button on the Calculate Rebates Data Action Starter.

  1. Click the Select Target Version icon.

  1. Select Forecast as the Target Version. Then click OK.

  1. Select the Run button.

  1. You can see that the Rebates account has been filled in and has been calculated based on the assumption of 10% that we entered earlier in the Rebate % cell for the United States.

Learning
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