Hello, all. Newbie here to PRC.
The depth and breadth of information available and output from this program astounds!
To help make it more easily absorbed by clients who may not think rows and columns of numbers are as sexy as I do, is it possible/how best to:
1. Use the data created to subsequently create visually appealing and mentally absorbed charts and pivot tables?
2. Preferably, dynamic charts/tables?
3. Without doing anything I am "not supposed to" either within the program, or attempting to create the charts and tables outside the program?
Thanks!
Jim
Hi, Jim, thanks for those thoughtful and thought-provoking questions. Beyond the flexible nature of the tool's tabular projections wherein you can select the specific data for each of 8 views and define customized headers, there is no additional capability for extracting the data for use outside the program. With that said, though, you're the second person to inquire about this recently so I'm going to start investigating an enhancement to, as a minimum, extract the data into an xlsx file upon user request. Would something like that meet the need, at least as one step forward?
In terms of making steps beyond that I'd be interested in hearing your ideas and those of other users for further enhancements along the lines of dynamic charts and tables.
Stuart, thank you for being so (quickly) responsive! As a "recovering former CFP", I really appreciate the granular input and monitoring/changeability of inputs over the years. And the break down of different income and expense items so precisely, with their specific income and tax consequences analyzed and alternately presented.
However, we "number nerds" are in a relatively small minority of the populace, and most people (i.e. clients) will have their eyes cross, and likely get whiplash from their chins quickly falling to their chest, and reflexively snapping back. ?
With the underlying "Given" being understood (the integrity, the purpose, and the intended market(s) of the program), I really would like to have the capability to:
- Present the information and analytical results the program produces in more visual contexts: such as charts, pivot tables. Dynamic (in the Excel meaning of the term) charts and pivot tables that are able to immediately reflect alternative inputs;
- To do so within the program for greatest ease and responsiveness of inputs and outputs. Separate/additional worksheet(s);
- Worksheets that would permit the input and use of images, calculations, process description/workflows, decision-tree illustrations
- Be able to quickly link PRC data to another program's inputs if another program's capabilities are necessary for the desired illustration results.
The ability to do those types of things, and produce the desired results within PRC. Not necessarily have PRC actually perform them, but merely give the user of the program the opportunity to do so, with whatever types of internal PRC program brakes/restrictions/notifications that such additional analysis is that of the user, not PRC itself.
Will be interested to see if other program users have thoughts along these lines . . . .
