Add or Edit Time Series Values in TermSheet

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Log in to TermSheet

📑Learn to:

Add Time Series Values to TermSheet
Edit Time Series Values in TermSheet

🔒Permissions

Any role who has access to the Deal Insights tab will have access to edit or add values via the Deal Analytics.

💡Things to Consider

Changes made to Time Series charts manually from within TermSheet will not sync back to Excel models.

When adding/editing the Time Series values from TermSheet, the table should be grouped to view "Day". 2024-02-06_11-32-58

⚙️Steps

First, a time series model must be linked to a deal in TermSheet.

Link Time Series Data to a Deal in TermSheet

Add Time Series Values to TermSheet

Navigate to the Time Series charts by selecting Analytics in the Deal Insights tab of the deal.
Select the + icon by the date range.
Select a Time Series field from the dropdown.
Select a Date, currently only individual days are supported.
Enter a value for the field.
To view entries made manually, change the Time Series Table to show by "Day".

Edit Time Series Values in TermSheet

Navigate to the Time Series charts by selecting Analytics in the Deal Insights tab of the deal.
Change the Time Series Table to show by "Day".
Select any cell and start typing to edit, then select off the cell to save.