Data Library Viewer

1

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.

2

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.

3

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.

4

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.

5

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.

Related articles

• Seasonality Inputs

• Selecting Drivers in Sidebar

• Key Entities (Variables, Drivers, Branches)

• Build a Central Assumption Library