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Customizing the Scenario Analysis Worksheet

Customizing the Scenario Analysis Worksheet

In the Morningstar Direct Cloud Editions, four pre-defined scenarios are depicted by default on the Scenario Analysis worksheet. 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. When prompted to select a workbook, click Equity Fund. The workbook opens.
  4. Select the Scenario Analysis worksheet. This worksheet contains two components: Scenario Trends and Scenario Metrics.

    ScenarioAnalysisWorksheet1.gif

  5. In the Scenario Trends component at the top of the worksheet, 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 worksheet 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 #:
3 of 3
Last update:
‎10-18-2018 08:31 AM
Updated by:
 
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