First run

In this tutorial, you will download an Autory configuration file, perform your first run, and look at the results.

1. Download this example Autory model and open it in Excel. Depending on your Windows settings, you might have to unblock the file.

2. Look at the Hierarchy sheet. This model has a simple hierarchy tree, with only two hierarchy nodes:

   

   Read more about hierarchies here.

3. Look at the EntryPoints sheet.

   

   This table defines which variable sets will be used for each combination of hierarchy node and valuation type.

   • The Hello.h1.Generic variable set is used for the Planet Earth node when the HelloValuationType valuation type is selected.
   • The World.h1.Generic variable set is used for the Planet Earth node when the WorldValuationType valuation type is selected.
   • The Summary.h2.Generic variable set is used for the Galaxy Holdings node when the Summary valuation type is selected.

4. Look at the Variable Library sheet.

   

   This table defines the variables and variable sets that will be used in the calculations. - The Hello.h1.Generic variable set contains two variables, HelloVariable and MyFirstValue. - The World.h1.Generic variable set contains two variables, WorldVariable and MyFirstValue. - The Summary.h2.Generic variable set contains four variables. - The mapProjectionValues function creates new precedent projection nodes and reads their results. Read more about mapping data between projection nodes here. - The TableLookup function reads specific cells from a table. Read more about table lookups here.

5. Look at the RunControl sheet.

   

   • The RunHierarchyLevel and RunHierarchyPath determine which hierarchy node on the hierarchy tree will be the starting point for the run. In this case, we have selected the Galaxy Holdings node.
   • The RunStartValnType determines which valuation type will be the starting point for the run. In this case, we have selected the Summary valuation type.
   • Therefore, the projection node tree for this run will look like this:
     • Projection node 1 …
       • is the initial projection node as selected on the RunControl sheet.
       • uses the Summary.h2.Generic variable set.
       • reads the value of HelloVariable from projection node 2 into its own HelloVariable variable.
       • reads the value of WorldVariable from projection node 3 into its own WorldVariable variable.
       • concatenates the HelloVariable and WorldVariable variables into the HelloWorldVariable variable.
       • reads the values of MyFirstValue from projection nodes 2 and 3 and sums them into its own MyFirstValue variable.
     • Projection node 2 …
       • is a precedent created by the HelloVariable variable from the Summary.h2.Generic variable set.
       • uses the Hello.h1.Generic variable set.
       • contains the string "Hello" in the HelloVariable variable.
       • looks up the value 1 from table t_MyFirstValues and stores it in the MyFirstValue variable.
     • Projection node 3 …
       • is a precedent created by the WorldVariable variable from the Summary.h2.Generic variable set.
       • uses the World.h1.Generic variable set.
       • contains the string "World" in the WorldVariable variable.
       • looks up the value 2 from table t_MyFirstValues and stores it in the MyFirstValue variable.

6. Press the Save & run button.

   • If this is the first time starting a run, you will be prompted to enter a license key.

7. In the RunControl sheet, look for the Results output folder setting. This is where the results will be saved. Open that folder (CTRL+C, Win+R, CTRL+V, ENTER).

1. Open the file with a name like run--YYYYMMDD-HHMMSS--asdf.xlsx. This is the summary of the run. Every time you click Save & run, a new file like this is created.

1. In the Link to results workbook column, click on the link in the third row. This will open the workbook containing the calculation results for the Summary.h2.Generic variable set.

2. Look at the pn_a sheet.

   

   Here you will see the results of the calculations for Projection node 1 as described above.

3. Look at the MappedVariables sheet. Here you will see the results from other projection nodes that were copied into this projection node. Click on any of the "Source" links above these tables to jump to the precedent projection node's workbook.

4. To recap: