Calculation Flow

Calculation Flows run the calculations and generate data for financial models. They consist of a series of actions that read data and assumptions, execute calculations, and store the output back into InVision, ready to be viewed in Power BI or other data visualization tools.

A Calculation Flow usually has one or more sets of parameters. It also has an input data set (for example business drivers like FTEs), a number of calculations, and an output.
The most used parameter types are Lookup Tables, Distribution Keys and Auto Transactions.

The primary steps of a Calculation Flow are outlined below.

flowchart LR
LookupTables[Configure Lookup Tables] --> DistrKeys[Configure Distribution Keys] --> AutoTrans[Configure Auto Transactions]
AutoTrans --> OutputTarget[Configure output] --> InputSource[Configure and read input records]
InputSource --> Calculations[Run calculations pr input record] --> SaveOutput[Save result to database]

It is important that the actions in a Calculation Flow are run in the order outlined above.

1. You can set up Lookup Tables, Distribution Keys and Auto Transactions in any order, but the must come before the configuration of the Db Input and Db Output actions.
2. The Db Output action must be defined before the Db Input action.
3. Saving the result to the database must be connected to (after) the Continue port of the Db Input action, because all rows have been processed when the Db Input completes.