---
title: "Manage strategy worksheets"
slug: "manage-strategy-worksheets"
description: "Create a strategy worksheet in your Price IQ scenario, configure scope and parameter columns for the worksheet."
updated: 2024-01-16T17:27:21Z
published: 2024-01-16T17:27:21Z
canonical: "docs.zilliant.com/manage-strategy-worksheets"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage strategy worksheets

Important

          

This topic is designed for use only by configuration teams.

A pricing strategy is a collection of parameters that help achieve the most favorable results to satisfy a specific business need. Such strategies can be implemented as a formula, or as an input to a mathematical solver.

Each strategy is represented on a separate worksheet in scenario workbooks.

Learn how to work with strategy worksheets in scenarios:

- [Create a strategy worksheet](/v1/docs/manage-strategy-worksheets#create-a-strategy-worksheet)
- [Define scope columns](/v1/docs/manage-strategy-worksheets#define-scope-columns)
- [Define parameter columns](/v1/docs/manage-strategy-worksheets#define-parameter-columns)

          Note

          

To add a new or updated strategy worksheet, scopes, or parameters to an existing scenario, [rebuild that scenario](/v1/docs/price-iq-scenarios#build-a-scenario).

## Create a strategy worksheet

1. From the Price IQ Manager Dashboard, expand the **Setup** folder.
2. Select the **Scenario Config** workbook.
3. On the **Param Tabs** worksheet, select Insert Row.
4. Enter information or make selections to create a strategy worksheet. To learn how to fill in the fields, read about the [Param Tabs](/v1/docs/price-iq-scenario-configuration#param-tabs) worksheet.
5. Select **Save**.

## Define scope columns

Scope columns are a collection of drop-down and type-ahead columns that define the business segment a strategy line applies to.

1. From the Price IQ Manager Dashboard, expand the **Setup** folder.
2. Select the **Scenario Config** workbook.
3. On the **Param Tabs Scope** worksheet, select Insert Row.
4. Enter information or make selections to create a scope column. To learn how to fill in the fields, read about the [Param Tabs Scope](/v1/docs/price-iq-scenario-configuration#param-tabs-scope) worksheet.
5. Select **Save**.

## Define parameter columns

Parameter columns define values to be set by a strategy line.

1. From the Price IQ Manager Dashboard, expand the **Setup** folder.
2. Select the **Scenario Config** workbook.
3. On the **Fields** worksheet, locate a row with the column you want to use as a parameter.
4. In that row, edit the **Param Tab** and **Default Value** fields.
  - **Param Tab**—Enter the name of your strategy worksheet.
  - **Default Value**—(Optional.) Enter the default value that populates the column on the strategy worksheet when users build or refresh scenarios.
          Tip

          

    - If you enter a default value, the application will create the **All** strategy line when you build a scenario.
    - If you leave default values for all parameters blank, the system won't create the **All** strategy line.

A scenario is a "what if" version of a strategy sheet. By experimenting with different optimization strategy lines, price optimization strategies, and strategy parameters in each scenario, you can compare the price review reports in each scenario to determine which scenario yields the best overall price optimization results.

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/add_60.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A12%3A10Z&se=2026-11-12T14%3A12%3A10Z&sr=c&sp=r&sig=cOYAT811%2BAT1D7U%2BNWN0GXiP%2F39Zgq9TdaQQRJhzXUI%3D)

Insert Row

A combination of specific strategy values you want to apply to a particular business segment. A strategy line consists of scope (a business segment to apply a strategy line to), parameter (values of a strategy line), and priority columns.