Try a Driver What-If

An Allocation Split step shares an amount between members in proportion to a driver, such as headcount. The What if window shows how that split would change if some driver values were different, or if the step split by another column of the same driver table. Each scenario is calculated to the cent from what the step allocated on its last run.

Open the Window

You can open it for an Allocation Split step that has an output table, if you can read steps and tables in the project:

On the workflow canvas, right-click the step and choose What if….
In a workflow’s step list, click the flask icon in the step’s What if… column.

What the Window Shows

From top to bottom:

A summary of every scenario.
Notes about the step, and about anything that limits the figures. The sentences below them refer back to these notes.
The scenarios. Click a scenario’s name to make it the active one. Under them, Saved scenarios: lists the scenarios saved for this step.
The driver list: each driver line, with its driver value now, its share now, and what it was allocated on the last run.
The active scenario’s lines, then its Member list, showing how much each member’s amount would change, and its breakdown if you choose one.
Comparing the scenarios, when more than one can be calculated.
Other drivers, after you click Try other drivers.

Add a Scenario

Click Add a scenario. The new scenario is named Scenario 1, Scenario 2 and so on; use Rename… to give it your own name and Remove… to delete it. You can have up to 10 scenarios.

A scenario either changes driver values or splits by another column.

Change Driver Values

Type a new value in the driver list’s New column (for example, New headcount). The figures are recalculated a moment after you stop typing. To go back to a line’s current value, delete its new value. A scenario can have up to 20 new values.

Split by Another Column

Choose a column under Split by another column:. The list offers the driver table’s other numeric columns. While a column is chosen, the scenario’s new values are set aside, and they come back if you choose None again. To try both, add another scenario.

If a column can’t be used, the scenario’s lines say why.

Save a Scenario

Click Save…, beside Rename… and Remove…, and give the active scenario a name. Everyone who can use What if on the step can see saved scenarios. If a scenario with that name is already saved for the step, you’re asked before it is replaced. Save… is there only if you can change the project.

A saved scenario keeps only its inputs — its new values, or the column it splits by — and is calculated again each time it is opened, from the step’s latest run. Changes you haven’t saved are lost when you close the window.

To use a saved scenario, choose it under Saved scenarios: and click Open as a new tab. Changes you make to the tab don’t affect the saved scenario until you save it again. Rename saved… and Delete saved… change the saved list itself, and like Save… they’re there only if you can change the project. Deleting can’t be undone.

A scenario saved by an AI assistant can hold changes the driver list can’t show, such as one change to every period of a member, or a change by a percentage. When you open it, the window says how many, includes them in the figures, and keeps them when you save.

Try Other Drivers

Click Try other drivers to see what would happen if the step split by each of the driver table’s other numeric columns. The Other drivers section lists each column it tried, the one that would move the most first, and says why any column couldn’t be used. Click Add as a scenario on a column to try it as its own scenario.

Weave can’t tell a code or an ID stored as a number from a measure, so check that a column is a measure before relying on it.

Find a Row

The driver list shows its first 1,000 lines, but every scenario’s figures include all of them. Type in Find a row to list the lines whose key values contain what you typed, ignoring case. The count under the box says how many lines match. Click Clear search to go back to the full list.

Break Down Each Member’s Change

Once the active scenario has a Member list, choose a column under Break down by:, just below it, to see how much of each member’s change falls on each value of that column. For example, choose an account column to see which accounts a cost center’s gain comes from. The Breakdown by table shows this for the active scenario. Your choice stays when you switch scenarios. Choose No breakdown to hide the table.

The list offers the columns of the step’s output table that come from the rows being split. It leaves out the member and group columns, the driver, the figures the step writes (such as allocated amounts and shares) and system columns. If a breakdown can’t be calculated, a sentence under Break down by: says why, and the member list still shows each member’s total.

The table shows at most 1,000 rows, starting with the members whose change is largest. When there are more, the scenario’s lines say so, and the last member shown may be missing some of its rows.

Read the Results

Zeroed in this scenario marks each driver line that the active scenario would allocate nothing to.
The Member list adds each member’s groups together, so a gain in one group and a loss in another offset each other. The scenario’s lines say when that makes the member figures add up to less than the total moved.
Steps further on aren’t recalculated. A scenario’s effect on any step that reads this step’s output is unknown, and the notes say so.
The figures cover every period. There is no period choice in the window yet.