Part 4b - Quantity & Revenue Forms

Author: Ian Britz

Introduction

Let's create the last two Forms we'll need. The Quantity Form will be very similar to the first two Forms in the Model, but will also include an extra row and column to display aggregated totals for each product and month.

The Revenue & Cost Form will also look similar, but won't be inputable. Instead, we'll use the Product Cost and Product Revenue Filters to view how much revenue we're making from our product (quantity x price) and how much it costs us to produce each product (quantity x cost of goods).

Quantity Form

Step 1. Let's create the Quantity Form first. We can copy it from either our Price or Cost of Goods Form.

Step 2. Let's change the Metric Filter to Quantity.

Step 3. However, in this Form we're also going to add totals to the rows and columns, so let's navigate to the ROW tab and double-click the All member from the Member List. The order of selected members to the right is important here. If we wanted to display the [All] totals on the top of the Form, we could use the arrow buttons   to move it above the child members.

Step 4. Then do the same thing in the COLUMN tab.

Step 5. Save and view the Form and we can see that a new row and column has been added. Note that these cells are not-inputable, as they're aggregations of other Dimension Members. Style the Form to differentiate it from the previous two.

Revenue & Cost Form

Step 1. Now let's create the last Form we need in the Assumption Model. Let's copy it from our Quantity Form, as it will also contain totals on the row and column. Name it Revenue & Cost.

Step 2. We can change the default Filter to either Product Revenue or Product Cost for now, however note that this isn't technically necessary, as we're going to set the default at a later time when we add the Form to our Dashboard.

Step 3. Style the Form as you see fit, and then save.

Next Steps

Now that all the Forms in our Assumption Model are ready, let's create our last two Forms we need, Operating Expense and Net Income.

• Part 4a - Cost & Price Forms
• Part 4b - Quantity & Revenue Forms
• Part 4c - OPEX & Net Income Forms