Create a what-if scenario

A what-if analysis scenario is a simulated situation that you use for experiment. In a what-if scenario, you can see what would happen if you invest a defined budget and resources on different portfolios of contents. This section describes how to create a what-if scenario for a portfolio.

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Create a what-if scenario

This section describes how to create a what-if scenario for a portfolio.

Prerequisites:

• You must create and publish a what-if layout template. For details, see What-if layout template status.
• The portfolio type used by the portfolio is selected in the Used in field of the published what-if layout template. For details, see What-if layout template settings.

To create a what-if scenario for a portfolio:

1. From the ValueEdge platform menu, select Portfolio & Strategy > Portfolio Management.

   Tip: The Hamburger menu is located at the top left of the screen.

2. In the upper-right corner, click What-if Analysis .
3. In the What-if Analysis page, click Add.

4. In the Add Scenario window, complete the following fields:

   Field	Details
   Name	Provide a unique name for the scenario.
   Scenario Create for	From the drop-down list, select the target portfolio for which you want to do what-if analysis.

5. Click Done.

   What-if Analysis fetches data from the portfolio. Whenever the portfolio is updated, the data is automatically synced to the scenario.

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Select scenario time range

When you create a new scenario, it reflects the data and projections for the current year. You can select a different time range for the scenario.

To select a time range for a scenario:

1. Open the scenario details page.

2. At the top right of the page, locate the time range button.

   

3. Click the time range button, and select a start period and end period for the scenario.

   The scenario details page is automatically updated to display the data and projections for the selected time period.

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Switch scenario layout templates

You can use various layout templates for a scenario to perform what-if analysis from different perspectives.

To use a different layout template for scenario:

1. Open the scenario details page. In the top-right corner of the page, you can find the layout template currently used by the scenario.

   

2. Click the down arrow and select a different layout template.

   The changes made to a what-if scenario are retained when switching to another layout template.

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See also:

• Prioritize contents within a scenario
• Save and share a scenario