Manage strategy worksheets

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
• Define scope columns
• Define parameter columns

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 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 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.