Risk Template in Excel Training • Overview: Calculations Tabs

Video Training for Overview: Calculations Tabs

Transcript and Screenshots for Overview: Calculations Tabs

In this training, I will give you an overview of Calculations tabs, in Managenable® risk template software.

This overview is applicable to all Calculations tabs.

In the Home tab, there is no links for these tabs.
You need to go to the Options tab to show or hide Calculations tabs.
For more information on how to show or hide tabs for Automation, please refer to the relevant training.

Home Tab: Link to the Options Tab

As it is mentioned in the title of these tabs, it is better to not change anything, and to keep these tabs with their default settings.

Title: Do Not Change

All Calculations tabs are similar, except Risk Calculations tab, which has noticeable differences.
For more information on the Risk Calculations tab, please refer to the relevant training.

Title: Risk Calculations

As an example of all other Calculations tabs, let’s give a look at the Preset Report Calculations tab.

Title: Preset Report Calculations

Calculations tabs are fully automated. You do not have to change anything.

They are used for background calculations when you select presets in the matching tab.

For example, the Preset Report Calculations tab is automatically used when you select Data Filters in the Preset Report tab.

For more information on how Data Filters are used, please refer to the relevant training.

Data Filters Section

Calculations tabs are split in two distinct parts.

The upper part of the tab contains the filters currently selected in the matching tab…

Data Filters Selected

… as well as the list names used for value selection…

Data Filters Lists To Use In Values

… and it also contains the values currently selected for these filters in the matching tab…

Data Filters Values Selected

… as well as the list names to be used for calculations.

Data Filters Lists To Use In Calculations

The lower part of the tab contains several columns, which calculate which Risk ID should be included or omitted in the results in the matching tab where the Data Filters were selected.