Model Sheets
Model Sheets
Overview
Model Sheets in Weissr are powerful Excel-like sheets designed to calculate and manage data across the project periods. They are the backbone of financial modeling within a project, offering flexibility, precision, and scalability. This documentation provides a comprehensive guide to Model Sheets, their structure, and their key features, with links to detailed pages on specific functionalities.
What Are Model Sheets?
Model Sheets are built in the Model Builder and resolved for each alternative and node in a project. This enables users to define calculations once in the Model Builder and apply them consistently across Production sites or other nodes, while allowing node-specific data entry when resolved inside Alternative overview.
Key Features
Period Structure
Model Sheets operate within the context of four distinct periods, defined by project settings:
Period 1: Always one year, starting with the historical period's start year.
Period 2: Covers the historical period, minus the start year.
Period 3: Defined by the forecast period range.
Period 4: Defined by the trend period range.
These periods are fundamental to how data is calculated and displayed, ensuring alignment with project timelines.
Sheet Layout and Expressions
Rows and Columns:
Each sheet consists of rows with four primary period columns. Columns can be expanded to show all individual years within the period ranges.Excel-Like Functionality:
Users can enter expressions in A1 format and apply formulas similar to Excel. A single expression applies across all years in a period, with the possibility of defining up to four unique expressions per row (one for each period).Formatting Options:
Number formatting and styles can be assigned per period, ensuring clarity and consistency in data presentation.
Period Delta and Customization
Period Delta Settings:
Users can extend or reduce period lengths for individual rows using period delta settings, available for Period 3 and Period 4 start years.When applied, period delta overrides the standard period range for that row.
This is configured in the Expanded Mode of the grid, allowing users to see the resolved grid instantly.
Preview Mode:
Preview Mode displays how formats, number formats, and applied deltas will appear in the resolved grid without needing to reload the project.
Real-Time Edits and Saving
All changes made in the Cash Flow Model Builder are saved immediately. However, these changes will only reflect in the project after it is reloaded.
Undo/Redo Functionality:
Users can undo or redo changes within a limited number of steps, offering flexibility during editing.
Model Sheets are deeply integrated with Weissr's broader system and are affected by period settings, including start and end year configurations. Their flexibility in handling data across nodes and alternatives makes them essential for effective financial modeling.
In this section
Cell Referencing
Cell Referencing Weissr operates within the scope of model periods , which are critical to consider when building investment models. This guide explains how to effectively reference cells within and a
Model Functions
Model Functions The investment model supports several built-in functions that help users perform calculations and logic-based operations efficiently. Below is a list of commonly used functions, with b
Model Row Formatting and Appearance
Model Row Formatting and Appearance Model Sheets in Weissr provide robust formatting and editing capabilities, similar to Excel. These features, accessible through the Action Ribbon , empower users to
Model Row Options
Model Row Options Cash Flow The Cash Flow option is used to handle data aggregation involving currency values when working across different hierarchical levels in your model. It ensures that currency
Model Row Properties
Model Row Properties Code The code field is an optional field where you can add a code (identifier) for the row. For some rows that have a special meaning in Weissr Capex Strategy and Weissr Capex Man
System Calculated Parameters and Codes
System Calculated Parameters and Codes System calculated Expression Comments Unit WACC SYS_WACC value Percent Inflation correction SYS_INFLATION array of values Factor Tax rate SYS_TAXRATE value Perce