Replacing multiple calc methods
You can replace multiple calc methods in a library at one time. For example, if you want to insert a column in a template sheet, then you need to update all calc methods in the library for the new column structure. Instead of replacing each calc method one by one, you can update them all in a batch process.
NOTE: This feature is only available if you are using template validation. Use of template validation enables the calc method validation column, which allows Axiom to determine exactly which rows in the sheet are associated with each calc method. For more information, see Template validation and Calc method identification and validation.
To replace multiple calc methods:
- 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 methods that you want to update into the sheet. On the Axiom tab, in the File Options group, select Add Row(s) > Insert Calc Methods.
- In the Insert Calc Method(s) dialog, you can select multiple calc methods to insert. Note that if you select multiple calc methods to insert, calc method variables are ignored and no calc method forms will be displayed.
- Multiple calc methods will be inserted into the sheet with a blank row between each calc method, so that it is easier to distinguish each individual calc method.
- If Include calc method name in column A is selected, then the calc method name displays in the row above each calc method when the calc methods are inserted into the sheet, in the specified column (A is the default). The number of rows in the calc method is noted along with the name. This option is to assist in distinguishing each calc method while editing.
NOTE: The ability to select multiple calc methods to insert is only available to administrators and users with the Manage Calc Methods permission. Other users can only select one calc method at a time.
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Make edits to the sheet structure or the calc methods as desired.
When you are finished making edits, remove any department-specific data or inputs that you used to test the calc methods. Calc methods 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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On the Axiom tab, in the Advanced group, click CM Library > Replace Multiple Calc Methods.
The Replace Multiple Calc Methods dialog opens. This dialog lists all calc methods that are currently present in the sheet. For each calc method, the dialog lists:
- The name of the calc method.
- The number of rows of the calc method, and where that calc method is located in the sheet.
- The date and time the calc method was inserted into the sheet.
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Select the check boxes for the calc methods that you want to replace, and then click OK.
You can select the check box in the header to select all calc methods.
NOTE: If you have multiple instances of a particular calc method in the sheet, there is an entry for each instance. You can only select one of those instances to replace the master calc method. You can use the row location and the date/time of insertion to identify the instance that you want to use.
The selected calc methods are replaced in the calc method library.
If you are updating all calc methods as part of making a column structure change to the sheet, and now all relevant templates and calc methods have been updated, you should use Advanced > CM Library > Reset Column Layout Data. This will reset the data for the new structure and dismiss the column layout warning. You should only reset the column layout if you are sure that you have updated all templates and calc methods that need to be updated. For more information, see Resolving the column layout warning.
