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2010
SurvivalWare 3.1 – Shopping Cart back by Popular Demand
Shopping Cart
The shopping cart is simply a tool to collect in one place a number of variables for viewing or reporting. When you are in the Dataviewer, Projections Module, Budget Module, or Rusty’s Toolbox, the variables are organized into tabs for viewing. There is one tab each for the three primary financial statements: Income Statement, Balance Sheet, Cash Flow (circled below). There are additional tab for things like Breakeven Analysis, Working Capital, and Valuation.
Since the Fort Knox model is designed to be used by a variety of businesses, chances are that you use some, but not all of the variables provided. When you’re doing analysis or projections, it can be useful to have the 10 or 20 most important variables in your business visible on one screen. These may be different for you when doing historical analysis vs. projections. They may also be different for you over time. Problems may crop up that require special monitoring, and a view of a different set of performance indicators.
We provide the shopping cart as a means to collect variables from the far reaches of the model and put them in one place. You can quickly graph them in succession using the Next and Back button with the trend charts or Comparanator. In the Reports module there is a selection to print out the variables in the current shopping cart with any of the column sets.
We allow you to create multiple shopping carts, and edit their contents
At any time you can Left Mouse Click the Survival Cart icon and it will bring up the rows in the current shopping cart. Notice the “Back” icon has been activated. Click on this to leave the shopping cart view and go back to the previous view.
Since the Fort Knox model is designed to be used by a variety of businesses, chances are that you use some, but not all of the variables provided. When you’re doing analysis or projections, it can be useful to have the 10 or 20 most important variables in your business visible on one screen. These may be different for you when doing historical analysis vs. projections. They may also be different for you over time. Problems may crop up that require special monitoring, and a view of a different set of performance indicators.
We provide the shopping cart as a means to collect variables from the far reaches of the model and put them in one place. You can quickly graph them in succession using the Next and Back button with the trend charts or Comparanator. In the Reports module there is a selection to print out the variables in the current shopping cart with any of the column sets.
We allow you to create multiple shopping carts, and edit their contents
Adding Rows to the Shopping Cart
This is a two step process, and we will be the first to admit it is a little clumsy. First select the row you want to add by clicking on it or one of its cells. Then Right Mouse click the Survival Cart Icon. If you Left Mouse Click by mistake, the tabs will disappear and the rows contained in the current shopping cart will appear. If this happens, you can click on the “Back” icon to restore the previous screen.
Viewing Rows in the Shopping Cart
When you move the mouse over the SurvivalWare Cart icon, the message bar tells you how many rows are in the shopping cart.
At any time you can Left Mouse Click the Survival Cart icon and it will bring up the rows in the current shopping cart. Notice the “Back” icon has been activated. Click on this to leave the shopping cart view and go back to the previous view.
Edit Shopping Cart
The Edit Shopping Cart feature is under the File Menu in the DataViewer, Projections Module, Budget Module, and Rusty’s Toolbox.
Here’s what it looks like. You can delete a row, move a row up or down in the list, or empty the cart altogether.
You can also save the shopping cart under a new name, or read in a previously saved shopping cart. Shopping carts can be stored in any folder, but preferably in the Model folder. The file names use the extension, “.SHP”.
Reports with the Shopping Cart
Click on the Reports Icon from the Main menu to access the Reports module.
Then:
- select the Shopping Cart report
- Select a column set
- Click on the Preview Report icon
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Tags: Cash Flow Analysis, Cash flow Software, financial modeling, financial models, Financial Projections, SurvivalWare
on Wednesday, September 1st, 2010 at 10:24 am and is filed under SurvivalWare "How to", SurvivalWare Software News, Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.