- About Quantrix
- Solutions
- Products
- Services
- Sample Models
- Learning
- Learning Overview
- Video Demos
- Webinar Series
- Quick Guide
- User Guides
- Modeler Notes
- Mortgage Modification Modeler Note
- Election Tax Model
- Marketing Response Curve Model
- Pivoting Data
- Quantrix in Corporate Budgeting
- Using Expressions in Quantrix
- Performing a Sales Analysis
- Indirect() w/Capex & Depreciation
- Analyzing ARM vs. Fixed Mortgages
- Integrated Financials Models
- Leveraging the @ and # Operators
- Using Circular References
- Converting Spreadsheets to Quantrix
- Using Functions with Black-Scholes
- Using Statistical Functions
- Using Quantrix in Capital Budgeting
- Working with Scenario Categories
- Whitepapers
- FAQ
- Support
- Store
Lesson Five: Assumption Matrix
Add an Assumption Matrix
In many spreadsheets there is a group of cells or a sheet dedicated to assumptions. In Quantrix, assumptions are placed in their own matrix, making the assumptions easily available for changing their data, including them in formulas and presenting them. The following Illustration is an example model with the addition of an Assumptions matrix.
Now let's add an Assumptions matrix to your model.
- Step 1. Add a new matrix to your model.
- In the tool bar, click on the "New Matrix" button or in the menu bar select Insert > Matrix.
- In the Model Browser, (Select View > Model Browser, in the menu bar, if the Model Browser is not visible) select the current matrix name, Matrix 2. Type in the new name "Assumptions - Growth". Size and drag your matrices so that the Sales Projections matrix and your Assumptions matrix are side-by-side.
- From the Sales Projections matrix, drag the Region category tile to the category tile area on the lower left of the Assumptions - Growth matrix.
- In the Assumptions matrix, click on the existing unlabeled category tile and rename it Assumptions.
- Click the unlabeled item and rename it "Rate." To add the data, click in the cell next to each "Region" item and enter a number, generally 1.2, 1.3, etc.
- Delete the unused category tile.
- In the Sales Projections matrix, in the formula editor, double-click in formula 3 to activate the editor. Drag across the "1.2" growth factor to select it. With it selected, go to the Assumptions matrix and click on the Rate item and press ENTER. Repeat for the Sales Projections formula 4.
