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Advanced Node Settings

How to set formatting and consolidation type for nodes

Written by Carissa Castro

Overview

This article describes the following topics:


Accessing Advanced Node Settings

There are three ways to access the advanced settings.

  1. From the table, click on a variable and select the gear.

  2. From the right side panel, click on the 3 dots and select "Advanced Settings".

  1. From the canvas, right click on a variable and select "Advanced Settings".


Updating Advanced Node Settings

Update the specific nodes settings, then click "Update" to save the changes.


Field Type

There are different options for setting the node field type. This determines the method of inputting values in the table. The default type is "Input Field". To change the Field Type, select the option from the drop-down menu:

Input Field

When a node field type is set to "Input Field", any value can be entered into a given time step. This is the default setting for new variables and constant nodes.

Single-Select

When a node field type is set to "Single-Select", values can be entered by selecting from a drop-down in the table. Only one selection is allowed for a given time step. The list of options for the drop-down is set by selecting a specific column within a Source View that serves as the reference. Tip: Use the list component template from the Logica Template Library to quickly build a List View.


Format

There are different options for setting the node format. This determines how values are displayed in the table. This format applies to all views where a given node is displayed.

To change the format, select the option from the drop-down menu:

Number Format

When a node format is set to "Number", no symbols are displayed. The optional Decimals field determines the rounding (display only).

USD Currency Format

When a node format is set to "USD", a USD dollar sign is displayed. The optional Decimals field determines the rounding (display only).

Percentage Format

When a node format is set to "Percentage", a percent symbol (%) is displayed. The optional Decimals field determines the rounding (display only).

Boolean Format

When a node format is set to "Boolean", the values display as 1 (TRUE) and 0 (FALSE).

Text Format

When a node format is set to "Text", the values display as text strings.

Date Format

When a node format is set to "Date", the values display as dates (YYYY-MM-DD).

Period Format

When a node format is set to "Period", the values display as the model periods.


Time-Based Aggregation & Disaggregation

There are several options for time-based aggregation and disaggregation of node values.

The options available are determine by the type of model:

Model Type

Aggregation

Disaggregation

Daily

Weekly, Quarterly

None

Weekly

Quarterly, Yearly

None

Monthly

Quarterly, Yearly

Yearly

Yearly

None

None

Aggregation Options

Time-based aggregation involves rolling up a lower-level value to a higher-level value.

Sum

The value displayed in the aggregation column is the sum of the node values for a given period.

Example: in a monthly model, the Quarterly column will add up January to March.

First

The value displayed in the aggregation column is the first value in a given period.

Example: in a monthly model, the Quarterly column will use the value from January.

Last

The value displayed in the aggregation column is the last value in a given period.

Example: in a monthly model, the Quarterly column will use the value from March.

Average

The value displayed in the aggregation column is the average of the values in a given period.

Example: in a monthly model, the Quarterly column will use the average value from January to March.

Calculated

The value displayed in the aggregation column is calculated based on the formula.

Example: in a monthly model, the Quarterly column will divide the SUM of Numerator from January to March by the SUM of Denominator from January to March. The example below also shows the difference between Calculated and Average.

Disaggregation Options

Time-based disaggregation involves breaking down a higher-level value to a lower level value. This is used when a node is set to have an input at the higher aggregation level, and the lower-level period values are calculated.

Evenly Divided Over

The input value in the aggregation column is divided evenly across the lower-level periods.

All Periods Equal

The input value in the aggregation column is the same value as the lower-level periods.


Variance

There are different options for setting the node variance convention. This determines how variance values are calculated and displayed in the table. This format applies to all views where a given node is displayed. See this article for how variance is calculated.

To change the variance convention, select the option from the drop-down menu:

Default Variance

The default variance is calculated using the default formula found here. Negative variance is shown as a negative value and % and is colored red.

Inverted Variance

The inverted variance is calculated using the default formula found here and then the sign is flipped.


Lock Status

There are different options for setting the node lock status. See this article about locking and unlocking nodes.

To change the variance convention, select the option from the drop-down menu:


Advanced Node Options

There are several advanced options that are helpful in specific use cases.

Skip actuals

When the Skip Actuals box is checked, a node will ignore the Actual periods and take on values based on the input table in that specific scenario for all time periods, including Actual periods.

Forecast inputs

When the Forecast inputs box is checked, a node will ignore any inputs in the Actual periods and return values only in Forecast periods. Any inputs with start dates in Actual periods that can impact Forecast periods (i.e. growth rates, repeat every N, etc.) will still return the correct values in the Forecast periods only.

In this example, both nodes have the same input table. Only the second node called "Forecast Only Node" has the Forecast inputs box checked.

Sync scenarios

When the Sync scenarios box is checked, input values are automatically synced across all scenarios.

Allow drill down

When the Allow drill down box is checked, logically related components can be viewed from the table.

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