Modifier Event
Utility Event
Single Record
Modify any upstream value over a time-range. Commonly used to test growth, offsets, percentage changes or shifting dates on upstream Events. One of our most powerful and versatile Events.
The Modifier Event is an advanced Events and is one of our most powerful Events. It allows a User to modify almost any value on any Event, or types of Events, upstream of itself.
There are two types of modifications - Global and Compounding.
A Global Modifier adds, sets or multiplies values by a set amount over the chosen date range.
A Compounding Modifier increases (or decreases) the value each month, compounding month-over-month.
With a Modifier, you can change start dates, end dates, or any field or value. Values can be replaced, incremented or have a percent change - and using start and end dates, you can control when this modification occurs.
A specific Event can be targeted. Or any type of Event (like all Expense Events) can all be modified at once.
Can be used for ...
This Event is best used when modelling a “what if” question. For example, if a company was considering a price increase in a year’s time, they would use the Modifier Event to modify a Unit Cost Event upstream. Using multiple Modifiers, they could also quickly test various prices, various start dates, all without having to manually edit or duplicate the upstream Unit Cost Event.
Common Connections
Modifiers only need to be downstream of the Event(s) that are being modified.
Example Files
Global Modifiers Explained
When selecting the Global Modifier option, whatifi will apply a single, constant calculation each month, over the date range that is selected. We support ADD TO VALUE, CHANGE TO VALUE, and MULTIPLY BY VALUE. For example, below are base monthly values from an Expense Event.
ㅤ | Jan | Feb | Mar | Apr | May | Jun |
Upstream Value | $500 | $500 | $500 | $500 | $500 | $500 |
If a downstream Modifier is set to GLOBAL, ADD TO VALUE, $200, and has a date range of March to May, the following calculation would be applied:
ㅤ | Jan | Feb | Mar | Apr | May | Jun |
Upstream Value | $500 | $500 | $500 | $500 | $500 | $500 |
Modifier | ㅤ | ㅤ | +$200 | +$200 | +$200 | ㅤ |
New Value | $500 | $500 | $700 | $700 | $700 | $500 |
Unlike Compound Modifiers, Global Modifiers also work with Events and Records that contain MANUAL OVERRIDES. If that same downstream Modifier is set to GLOBAL, MULTIPLY BY VALUE, 1.75, and has a date range of March to May, the following calculation would be applied:
ㅤ | Jan | Feb | Mar | Apr | May | Jun |
Upstream Value | $250 | $800 | $600 | $175 | $250 | $250 |
Modifier | ㅤ | ㅤ | X 1.75 | X 1.75 | X 1.75 | ㅤ |
New Value | $250 | $800 | $1050 | $306.25 | $437.50 | $250 |
Compounding Modifiers Explained
Compounding Modifiers are more specialized than Global Modifiers and, in some cases, will not interact as expected with upstream Events or Records that contain MANUAL OVERRIDES. Compounding Modifiers are applied month over month (compounding) and can ADD TO VALUE, CHANGE TO VALUE, or MULTIPLY BY VALUE. For example, below are monthly values from an Expense Event.
ㅤ | Jan | Feb | Mar | Apr | May | Jun |
Upstream Value | $500 | $500 | $500 | $500 | $500 | $500 |
If a downstream Modifier is set to COMPOUNDING, ADD TO VALUE, $125, and has a date range of March to May, the following calculation would be applied:
ㅤ | Jan | Feb | Mar | Apr | May | Jun |
Upstream Value | $500 | $500 | $500 | $500 | $500 | $500 |
Modifier | ㅤ | ㅤ | +$125 | +$250 | +$375 | ㅤ |
New Value | $500 | $500 | $625 | $700 | $700 | $500 |
Event States
Specific Event
- Target a specific upstream Event to be modified
Any Event with a Property
- Target any Events upstream that share a specific property
Percent Change
- Change an upstream value by a set percentage (for example, +10%)
Value Replacement
- Replace an upstream value entirely with a new value
Add to Value
- Increase or decrease an upstream value by a set amount (for example, add $500 or reduce by 20)
Growth Over Time (BETA)
- Grow or reduce an upstream value by a compounding percentage amount (for example, increase a value by 15%, month-over-month)
Date Offset (IN DEVELOPMENT)
- Offset all dates in an Event or Record by an amount (days or months).
Edit Details Pane
Important Settings
Custom Effect Period
- if toggled on, pick a start date for the Modifier to take effect
- if toggled off, the Modifier will apply to the full Scenario range
Revert Value on End Date
- if toggled on, pick an end date for the Modifier. The modified value will revert back to its pre-modified value.
Choose Mode
- pick from Specific Event or Any Event with Property
Modifier Type
- pick from Percent Change, Value Replacement, Add to Value or Growth Percentage
Event Fields
(coming soon)