Data Library Viewer
Opening the Data Library viewer
You can open the Data Library viewer from the main navigation or from links in the Variable or Driver Editor.
The viewer shows a table of entries, typically with columns such as:
Name.
Type (Variable, Driver, Modifier, Custom).
Category and subcategory.
Branch usage or links.
Source (manual, import, Xero, QuickBooks, ticker, CSV).
Forecast method (manual, regression, ML).
From here you can inspect and edit shared assumptions.
What lives in the Data Library
Entries include:
Imported historical series from PDF, Excel, CSV, Xero, QuickBooks and stock tickers.
Manually created drivers and assumptions.
Shared variables used across branches.
Modifiers for discount rates, FX or scenario adjustments.
Each entry represents a time series or rule set that can feed one or more variables.
Browsing, search and filters
The viewer provides tools to:
Search by name, tag or category.
Filter by type, for example only drivers or only imported series.
Filter by source, to see for example all Xero mapped entries.
Sort by name, last updated or other fields.
Use these tools to quickly find the assumptions you want to review or change.
Editing entries and downstream impact
When you open a Data Library entry you can:
Change its name, type, category or frequency.
Edit values directly or update the forecast method.
Attach notes and supporting documents.
Adjust which branches or variables reference it.
Any change to an entry:
Updates all variables that use that entry.
Reflows into P&L, Balance Sheet, Cashflow and valuations.
Updates dashboards and custom charts that depend on the series.
Because edits propagate throughout the model, changes in the Data Library should be deliberate and documented.
Using the Data Library for central assumptions
You can use the Data Library to centralise assumptions such as:
Wage inflation rates.
General operating cost inflation.
FX rates.
Global discount rate modifiers.
Core unit prices or tariff levels.
Variables and formulas then reference these entries instead of hard coding values, making it easy to update them in one place.
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