Recalculation Rules

If the active view of the D-Cube has been customized within Microsoft^® Excel, the following rules apply when recalculating.

• Rows, columns, or pages that are not an exact character match of a D-List item are ignored. The matching process is case sensitive.

• If other views of the same D-Cube overlap, both views are recalculated. If you inadvertently target the same cell with conflicting numbers, the earlier named view takes priority. You can view the view name and number (for example, analyst_view_1) by, from the Analyst menu, pointing to View and clicking Options.

• Unless you have defined an Excel formula, recalculating uses the formulas defined in IBM^® Cognos^® Planning Analyst to calculate the results. Excel formulas entered in a cell, such as = 30 + 20, are overwritten unless, from the Analyst menu, you click Options and clear the Overwrite Excel formula on refresh check box. The Excel formulas in custom items (items that do not match a D-List item) are unaffected whether this check box is cleared or selected.

• Breakback operates unless, from the Analyst menu, you click Options and clear the Allow Break-back on recalculate check box.

• The default recalculation mode does not send the results of Excel formulas to matching Analyst formula items. This avoids breakbacks that can occur if the Excel formulas are not mathematically identical to those in the D-Lists. You can change this selecting the Allow Break-back from Excel formula check box.

• If the Auto Color check boxes are selected, the numbers display in red to indicate that they have changed. Invalid items display in red (or red on grey) to show that they no longer match a D-List item.

• If the workbook and worksheet are not password protected, protected cells are overwritten and remain protected. If the worksheet is password protected, they are not overwritten.