Integrated In Text/Document Formulas
As part of our Stress Testing Documentation process there are many instances where we reference % change that are often used throughout the presentation of our forecast results. My idea would be to incorporate a formula within the text where you could reference linked data to formulate a percentage change based on current and historical data. Our current process includes side of our desk % calculations that need to be updated for each stress cycle.
i.e. Total loan volumes grow by approximately $X.XXB or X.X% <-- (Formula) over the 9-quarters driven by increases in Residential Mortgage, TDAF, Credit Cards, C&I, and EXIM, partially offset by decline in CRE and HELOC.
I understand this can certainly be done by establishing another link but then the linking become a bit burdensome. Being able to provide a quick formula to create % changes on historical and current data would increase the efficiency in our process significantly. Please let me know if this makes sense.
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Hi Chuck,
Thank you for your feedback! I have created an idea ticket and have shared it with our product team for further review. Please let me know if you have any questions in the meantime!
Thank you!
Thanks Gerry Alt
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Nice one, Chuck! I do find this suggestion, which is kinda similar though not entirely the same: https://support.workiva.com/hc/en-us/community/posts/360071058032-Using-formulas-across-tables-in-Documents.
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