Replacing a single calc method (editing calc method rows)
By replacing an existing calc method in a library, you can edit the row or rows of the calc method. If instead you want to edit the properties of a calc method, such as its name, description, or variables, then use Manage Calc Methods.
Keep in mind that when you replace the row or rows of a calc method, the changes only apply to new insertions of the calc method. Once a calc method has been placed in a sheet, it is not updated for future changes to the "master" calc method. If your plan files are already built out, and you need to make a change to a calc method that needs to be incorporated into all plan files, the best approach is to rebuild your plan files. If rebuilding plan files is not possible, you can use the Apply Calc Method Changes utility to update existing plan files for calc method changes. For more information on this utility, see Updating plan files for calc method changes (Apply Calc Method Changes utility).
NOTE: If you need to replace multiple calc methods at a time—for example, after making a column structure change you need to update all calc methods in the library—you can use Replace Multiple Calc Methods instead. See Replacing multiple calc methods.
To replace a calc method:
- Open a plan file or a template that uses the calc method library, and go to the sheet that corresponds to the library.
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Insert the calc method that you want to update into the sheet (File Options > Add Row(s) > Insert Calc Methods).
TIP: If the calc method uses variables, then clear the Prompt for calc method variables check box in the Insert Calc Method dialog. This allows you to insert the calc method without defining variable values, so that it is "clean" for editing.
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Make edits to the calc method in the sheet as desired.
When you are finished making edits to the calc method, remove any department-specific data or inputs that you used to test the calc method. The calc method should not contain anything that you do not want to be inserted in all plan files where it can be used.
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Place your cursor in the row containing the calc method. If this is a multiple-row calc method and your template is set up for template validation, then you can place your cursor anywhere in the calc method and it will automatically include all rows of the calc method. If you are not using template validation, or if you want to change the number of rows in the calc method, then you must highlight all applicable rows.
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On the Axiom tab, in the Advanced group, click CM Library > Replace Existing Calc Method.
TIP: You can also access this dialog from the right-click context menu (Calc Method Library Admin > Replace Existing Calc Method).
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In the Update Calc Method dialog, select the name of the calc method that you want to replace, then click OK. If your template is set up for template validation, then the name of the original calc method is already selected by default.
A message box prompts you to confirm that you want to continue. So that you can be sure that the calc method is being saved with the appropriate number of rows, the message details the number of rows in the original calc method and in the edited calc method.
- Click OK to continue.