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Manually edit the source data

In working out the business it may be necessary to make changes to the source data, or the data relating to the last historical period of the analysis reported in the first column of the Business Plan.

These changes may concern:

  • changes to values
  • changes to the description of the items that generate the balances of the income statement items.


Manually change the source values ​​of a business plan

There are several ways to make changes to the values. The most common are listed below.

  • In Balance Sheet Analysis (historical data) access the Income Statement or Balance Sheet table you wish to modify
  • Use the correction columns to make the desired changes

View the adjustment management procedure

Alternatively it is possible modify the data of the Source (we do not recommend the use of this procedure in order not to alter the original data)

View the procedure for changing the Source data


Change the description of the items that generate the balances of the income statement and balance sheet items

To modify the descriptions and the relative balances it is preferable to Update the analysis with a new accounting situation, relating to the same period, which contains the desired descriptions and balances. Alternatively, it is possible to use "advanced adjustments" directly in the Business Plan module (or on the Historical data ) to add the desired descriptions

View the Procedure for managing advanced adjustments


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