Create and Manage Scenarios

Scenarios allow you to create multiple hypotheses for the same combination of Ticker, Field, Period, and Date. For example, you could have a “Good”-, “Base”-, and “Bad”-case scenarios.

Scenarios are a core part of Sentieo Connect data structure. Even if you don’t need to use scenarios, you need to create at least one and use it for all your datapoints.

Create a New Scenario

In the Sentieo Connect portal, head to the “Scenario Manager” tab and click on “Create Scenario”.

You need to name the scenario, and you can optionally add a description. We recommend writing the description, as it will help you and other team members in your organization use the database more cohesively.

Define the Default Scenario (Admins only)

Admins can also define what is the “default scenario”. That scenario will be presented by default when creating datapoints or loading them on Screener, Plotter, Price Monitor, or in Excel pulls, if a scenario is not specified.

Move your mouse over a scenario name to reveal the “Make Default” action. Click on it.

Amend or Delete a Scenario (Admins only)

You can amend the name and description for an existing scenario, or delete it altogether, using the usual pencil and delete buttons on the left.

 

Please note that deleting a scenario also deletes every datapoint you and your colleagues have created for that scenario permanently.

Please check the summary of permissions and actions here to familiarize yourself with the exact scope of delete actions in Sentieo Connect Portal.

Updated on April 13, 2022

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