{"_id":"57623f9dd3c70617006163fa","user":"574bfb9290d8b32000864973","project":"574a3bc0d1d1381900b73fab","parentDoc":null,"version":{"_id":"574a3bc0d1d1381900b73fae","project":"574a3bc0d1d1381900b73fab","__v":7,"createdAt":"2016-05-29T00:45:52.939Z","releaseDate":"2016-05-29T00:45:52.939Z","categories":["574a3bc0d1d1381900b73faf","574be6d52aa7221700c51bed","574c0b6d281b010e00008f89","574c1afbcf99610e00ef7d2b","574d13b9a1f0be2000ae3803","574d14140db0870e0075382d","591eb3a72c1b1f0f000fa9f2"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"3517.0.0","version":"3517"},"category":{"_id":"574d14140db0870e0075382d","__v":0,"project":"574a3bc0d1d1381900b73fab","version":"574a3bc0d1d1381900b73fae","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2016-05-31T04:33:24.186Z","from_sync":false,"order":9999,"slug":"3-reporting-templates","title":"3. Reporting Templates"},"__v":60,"githubsync":"","updates":[],"next":{"pages":[],"description":""},"createdAt":"2016-06-16T05:56:45.730Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":0,"body":"The Tigermoth software installs a series of Microsoft Excel workbook templates that can be used for detailed reporting of a forest estate model's optimal solution.\n\nTemplates have been developed specifically for assessing the physical metrics of the forest estate and determining its quantity and quality over the modelling horizon.  Other templates have been developed to provide a standardized reporting format for determining forest value.\n\nThe standard reporting templates can be accessed from within the software by clicking the `Tools / Templates` menu option as shown below.  This will open a directory containing all the current templates that are currently installed.  These templates are updated and expanded with each new version of the software.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/RUB0MFvHTpqd1E1uswrv_tools-templates.jpg\",\n        \"tools-templates.jpg\",\n        \"1108\",\n        \"512\",\n        \"#d02b32\",\n        \"\"\n      ],\n      \"sizing\": \"full\",\n      \"caption\": \"The standard templates are accessed from Tools/Templates\"\n    }\n  ]\n}\n[/block]\n<br />\n<br />\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Extracting Solution Information\"\n}\n[/block]\nThe standard reporting templates have been provisioned with a data extraction routine that enables an optimization model's results to be used within the Microsoft Excel template.\n\nThe process is straightforward and needs the end user to select the base model that has been optimized, followed by a selection of the portion of the estate to form the summary data that will populate the template.\n\nThis process is shown below in four simple steps.\n<br />\n##Step 1 - Click the 'Update Data' Button\nThe `Update Data` button can be found on the worksheet 'Summary' as shown below.  Click this button to open the interface window shown in Steps 2 to 4.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/Ym8IuD7jTXCrOPPRqBDw_summary-worksheet.jpg\",\n        \"summary-worksheet.jpg\",\n        \"1019\",\n        \"483\",\n        \"#bf3235\",\n        \"\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n<br />\n##Step 2 - Select Forest Description\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/Ev6nCoKTA2fWiNDc0giQ_select-description.jpg\",\n        \"select-description.jpg\",\n        \"973\",\n        \"632\",\n        \"#297dc1\",\n        \"\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n<br />\n##Step 3 - Select Forest Description Component\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/HOR4LOfMQDKy8UE3o1uO_select-grouping.jpg\",\n        \"select-grouping.jpg\",\n        \"973\",\n        \"632\",\n        \"#2b7fc5\",\n        \"\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n<br />\n##Step 4 - Click the 'Update Workbook Pivot Tables' Button\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/Apbf9zWCTNCiqe5oU0al_select-update.jpg\",\n        \"select-update.jpg\",\n        \"973\",\n        \"632\",\n        \"#2b7fc6\",\n        \"\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\nThe solution data will be extracted and the template pivot tables will be refreshed.  This normally only takes a few seconds but is data volume dependent.\n\nOnce the template workbook has refreshed then verification of the various solution extraction choices can be found on the 'Summary' worksheet.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/MfnhC3tDR4Odd4PWqN48_summary-finished.jpg\",\n        \"summary-finished.jpg\",\n        \"1019\",\n        \"483\",\n        \"#cf2a30\",\n        \"\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n<br />\n<br />\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"The Origin Summary Group\"\n}\n[/block]\nThere is normally no need to change the default group that forms the 'Origin' category in the reporting templates.  By default this is always `Origin` as defined in Column F of the worksheet 'Plunits'.  However it is possible to change this to any group that is defined in the forest description.\n[block:callout]\n{\n  \"type\": \"danger\",\n  \"title\": \"Warning\",\n  \"body\": \"The reporting templates have a predefined number of rows.  Users will need to adjust the standard template if they select an Origin grouping that exceeds the existing number of rows in the workbook.  Also, selecting groups that have a large number of unique attributes will increase the solution extraction time.\"\n}\n[/block]\nTo change the Group that defines the Origin category in the reporting templates then before clicking `Update Workbook Pivot Tables` button, drop down the list box as shown below and select an alternative group to form the Origin summary category in the template.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/mBzdrfbTRiiIydMdFGQS_select-origin.jpg\",\n        \"select-origin.jpg\",\n        \"973\",\n        \"632\",\n        \"#2b80c7\",\n        \"\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n<br />\n<br />\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Exclude First Period Planting from Current Rotation\"\n}\n[/block]\nBy default any planning unit that is planted in the first period of the forest estate model is considered part of the Current Rotation of forest.  that is, a plunit that is Age 0 across Period 1 of the model will be considered part of the known forest description and therefore part of the current rotation of the estate.\n\nIf the portion of the forest estate that is Age 0 in Period 1 needs to be excluded from the Current Rotation and reported as being part of the Future Rotations of forest then the check box shown below can be unchecked.\n\nIf this check box is not checked then all Age 0 planning units in Period 1 will be excluded from the wood flows and cash flows that will be reported as being Current Rotation.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/hGHUVQ9xTbiM9ThUIR1c_select-firstperiod.jpg\",\n        \"select-firstperiod.jpg\",\n        \"973\",\n        \"632\",\n        \"#2b7fc6\",\n        \"\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n<br />\n<br />\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"The Data Extraction Starting Period\"\n}\n[/block]\nA forest estate modelling horizon should last at least as long as two rotations of the most predominant species within the model.  Typically in a southern hemisphere softwood environment where rotations lengths are around 27 to 30 years in duration forest estate models use a modelling horizon of 60 years (being 60 discreet modelling periods).\n\nIt is good practice to add another 10 years (10 periods) to the modelling horizon over and above the length determined by two rotations of the most predominant species.\n\nThis would give a modelling horizon of 70 years (for this example).  This is good practice because it enables the data extraction starting point to be positioned at any of the first 10 periods of the optimization solution and still provide 60 periods of information.\n\nPositioning the start of the data extraction in the future enables near-term wood flows and cash flows to be ignored and a summary created to represent the forest estate at a future point in time.  Importantly, the Current Rotation summary will be consistent with the forest estate that is scheduled to exist at that same future point in time.\n\nThese types of data extraction roll-forwards are useful for understanding future forest asset value, perhaps coinciding with a predetermined date of exit from a forest investment.\n\nThe software default is not to have any roll-forward of the data extraction.  That is, data extraction will always include the very first period of the optimization solution.  As shown below the default 'Roll Forward' value is 0 (zero).\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/7HiPXKKbQwSSjOoxlTUV_select-rollforawrd.jpg\",\n        \"select-rollforawrd.jpg\",\n        \"973\",\n        \"632\",\n        \"#2b7fc6\",\n        \"\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n<br />\n[block:callout]\n{\n  \"type\": \"info\",\n  \"body\": \"A value of 1 (one) will roll-forward the data extraction by one period, so that the first actual period of the optimization solution will be excluded from the data extraction.  This will result in the second period of the optimization solution occupying the first period of the standard template.\\n\\nA value of 5 (five) will roll-forward the data extraction by five periods, so that the first five periods of the optimization solution will be excluded from the data extraction.  This will result in the sixth period of the optimization solution occupying the first period of the standard template.\\n\\nImportantly, the summary of the Current Rotation of forest will be correctly represented and appropriately aged in each scenario.\",\n  \"title\": \"Examples of Rolling-Forward the Data Extraction\"\n}\n[/block]","excerpt":"How to extract solution data and update the standard forest metrics and valuation templates","slug":"how-to-update","type":"basic","title":"How to Update"}

How to Update

How to extract solution data and update the standard forest metrics and valuation templates

The Tigermoth software installs a series of Microsoft Excel workbook templates that can be used for detailed reporting of a forest estate model's optimal solution. Templates have been developed specifically for assessing the physical metrics of the forest estate and determining its quantity and quality over the modelling horizon. Other templates have been developed to provide a standardized reporting format for determining forest value. The standard reporting templates can be accessed from within the software by clicking the `Tools / Templates` menu option as shown below. This will open a directory containing all the current templates that are currently installed. These templates are updated and expanded with each new version of the software. [block:image] { "images": [ { "image": [ "https://files.readme.io/RUB0MFvHTpqd1E1uswrv_tools-templates.jpg", "tools-templates.jpg", "1108", "512", "#d02b32", "" ], "sizing": "full", "caption": "The standard templates are accessed from Tools/Templates" } ] } [/block] <br /> <br /> [block:api-header] { "type": "basic", "title": "Extracting Solution Information" } [/block] The standard reporting templates have been provisioned with a data extraction routine that enables an optimization model's results to be used within the Microsoft Excel template. The process is straightforward and needs the end user to select the base model that has been optimized, followed by a selection of the portion of the estate to form the summary data that will populate the template. This process is shown below in four simple steps. <br /> ##Step 1 - Click the 'Update Data' Button The `Update Data` button can be found on the worksheet 'Summary' as shown below. Click this button to open the interface window shown in Steps 2 to 4. [block:image] { "images": [ { "image": [ "https://files.readme.io/Ym8IuD7jTXCrOPPRqBDw_summary-worksheet.jpg", "summary-worksheet.jpg", "1019", "483", "#bf3235", "" ], "sizing": "full" } ] } [/block] <br /> ##Step 2 - Select Forest Description [block:image] { "images": [ { "image": [ "https://files.readme.io/Ev6nCoKTA2fWiNDc0giQ_select-description.jpg", "select-description.jpg", "973", "632", "#297dc1", "" ], "sizing": "full" } ] } [/block] <br /> ##Step 3 - Select Forest Description Component [block:image] { "images": [ { "image": [ "https://files.readme.io/HOR4LOfMQDKy8UE3o1uO_select-grouping.jpg", "select-grouping.jpg", "973", "632", "#2b7fc5", "" ], "sizing": "full" } ] } [/block] <br /> ##Step 4 - Click the 'Update Workbook Pivot Tables' Button [block:image] { "images": [ { "image": [ "https://files.readme.io/Apbf9zWCTNCiqe5oU0al_select-update.jpg", "select-update.jpg", "973", "632", "#2b7fc6", "" ], "sizing": "full" } ] } [/block] The solution data will be extracted and the template pivot tables will be refreshed. This normally only takes a few seconds but is data volume dependent. Once the template workbook has refreshed then verification of the various solution extraction choices can be found on the 'Summary' worksheet. [block:image] { "images": [ { "image": [ "https://files.readme.io/MfnhC3tDR4Odd4PWqN48_summary-finished.jpg", "summary-finished.jpg", "1019", "483", "#cf2a30", "" ], "sizing": "full" } ] } [/block] <br /> <br /> [block:api-header] { "type": "basic", "title": "The Origin Summary Group" } [/block] There is normally no need to change the default group that forms the 'Origin' category in the reporting templates. By default this is always `Origin` as defined in Column F of the worksheet 'Plunits'. However it is possible to change this to any group that is defined in the forest description. [block:callout] { "type": "danger", "title": "Warning", "body": "The reporting templates have a predefined number of rows. Users will need to adjust the standard template if they select an Origin grouping that exceeds the existing number of rows in the workbook. Also, selecting groups that have a large number of unique attributes will increase the solution extraction time." } [/block] To change the Group that defines the Origin category in the reporting templates then before clicking `Update Workbook Pivot Tables` button, drop down the list box as shown below and select an alternative group to form the Origin summary category in the template. [block:image] { "images": [ { "image": [ "https://files.readme.io/mBzdrfbTRiiIydMdFGQS_select-origin.jpg", "select-origin.jpg", "973", "632", "#2b80c7", "" ], "sizing": "full" } ] } [/block] <br /> <br /> [block:api-header] { "type": "basic", "title": "Exclude First Period Planting from Current Rotation" } [/block] By default any planning unit that is planted in the first period of the forest estate model is considered part of the Current Rotation of forest. that is, a plunit that is Age 0 across Period 1 of the model will be considered part of the known forest description and therefore part of the current rotation of the estate. If the portion of the forest estate that is Age 0 in Period 1 needs to be excluded from the Current Rotation and reported as being part of the Future Rotations of forest then the check box shown below can be unchecked. If this check box is not checked then all Age 0 planning units in Period 1 will be excluded from the wood flows and cash flows that will be reported as being Current Rotation. [block:image] { "images": [ { "image": [ "https://files.readme.io/hGHUVQ9xTbiM9ThUIR1c_select-firstperiod.jpg", "select-firstperiod.jpg", "973", "632", "#2b7fc6", "" ], "sizing": "full" } ] } [/block] <br /> <br /> [block:api-header] { "type": "basic", "title": "The Data Extraction Starting Period" } [/block] A forest estate modelling horizon should last at least as long as two rotations of the most predominant species within the model. Typically in a southern hemisphere softwood environment where rotations lengths are around 27 to 30 years in duration forest estate models use a modelling horizon of 60 years (being 60 discreet modelling periods). It is good practice to add another 10 years (10 periods) to the modelling horizon over and above the length determined by two rotations of the most predominant species. This would give a modelling horizon of 70 years (for this example). This is good practice because it enables the data extraction starting point to be positioned at any of the first 10 periods of the optimization solution and still provide 60 periods of information. Positioning the start of the data extraction in the future enables near-term wood flows and cash flows to be ignored and a summary created to represent the forest estate at a future point in time. Importantly, the Current Rotation summary will be consistent with the forest estate that is scheduled to exist at that same future point in time. These types of data extraction roll-forwards are useful for understanding future forest asset value, perhaps coinciding with a predetermined date of exit from a forest investment. The software default is not to have any roll-forward of the data extraction. That is, data extraction will always include the very first period of the optimization solution. As shown below the default 'Roll Forward' value is 0 (zero). [block:image] { "images": [ { "image": [ "https://files.readme.io/7HiPXKKbQwSSjOoxlTUV_select-rollforawrd.jpg", "select-rollforawrd.jpg", "973", "632", "#2b7fc6", "" ], "sizing": "full" } ] } [/block] <br /> [block:callout] { "type": "info", "body": "A value of 1 (one) will roll-forward the data extraction by one period, so that the first actual period of the optimization solution will be excluded from the data extraction. This will result in the second period of the optimization solution occupying the first period of the standard template.\n\nA value of 5 (five) will roll-forward the data extraction by five periods, so that the first five periods of the optimization solution will be excluded from the data extraction. This will result in the sixth period of the optimization solution occupying the first period of the standard template.\n\nImportantly, the summary of the Current Rotation of forest will be correctly represented and appropriately aged in each scenario.", "title": "Examples of Rolling-Forward the Data Extraction" } [/block]