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Customizing the Scenario Analysis Tab

Customizing the Scenario Analysis Tab

In the web-based versions, four pre-defined scenarios are depicted by default on the Scenario Analysis tab. You can isolate as many or as few as you want.

To change the scenarios displayed, do the following:

  1. Hover the cursor over the Menu icon, then select Lists & Screens.

    ListsScreens.gif

  2. On the Lists & Screens page, click the name of a list or screen to open it.
  3. Select one or more investments, then open the Risk Model Analysis analytical view.
  4. Select the Scenario Analysis tab. This tab contains two components: Scenario Trend and Scenario Metrics.

    ScenarioAnalysisWorksheet1.gif

  5. In the Scenario Trends component at the top of the tab, click the Component Settings icon. The Component Settings menu opens.
  6. Click Scenario > Pre-defined Scenarios, then deselect any scenario you do not want to display.

    ComponentSettings.gif

  7. Click Done.
  8. Click away from the Component Settings menu to close it.

    Note: The Scenario Metrics component at the bottom of the Scenario Analysis tab is not affected by the change you made in the Scenario Trends component.

For more exercises, see the Scenario Analysis guide.

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Revision #:
7 of 7
Last update:
‎02-25-2020 12:45 PM
Updated by:
 
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