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Link a variable to data

Attach one item of a data source to a variable so that its actual periods show source values.

A link connects one variable to one item of a data source. The item can be a transaction category, a Xero account, or an invoice total. After you link it, the variable shows the source value in each actual period. These cells are read-only. In the forecast periods, the variable runs its formula or takes your input.

Link a variable when you want actuals in the model without typing them.

Before you start

  • The source badge on the Data page must show Active. Eigenn does not attach an item from a source that has not completed a refresh.
  • The model needs a Last actual date. Without it, the model has no actual periods, and a linked variable shows no source values.

1. Open the Data sources panel

Use one of these paths in the model:

  • Select Model settings → Data sources.
  • Select More → Data sources.
  • On the variable row, select the database icon (Add data). The panel opens, and the Transaction categories section selects that variable.

2. Attach the item

Each section of the panel links a different kind of data.

SectionChooseThen select
Transaction categoriesA source, a category, and a variableAttach category actuals
Actual dataA provider, Issued invoice amount or Issued invoice count, and a variableAttach actuals
Statement actualsA Xero source, an account, and a variableAttach statement actuals
  • The account list shows the account code, the account name, and P&L or Balance sheet.
  • The provider list shows each source of imported invoices, for example stripe. Invoices that you create in Eigenn show as eigenn.
  • Transaction-category actuals need a monthly model.

If Eigenn cannot attach the item, the section shows the reason in red.

3. Check the link

  • The section lists the link, for example "Revenue ← category sales". Category links are in a list with a count, such as 2 attached categories.
  • Each actual cell of the variable shows a small database icon.
  • The database icon on the variable row becomes a source badge. Select it to see Source for the variable, with the provider, the freshness, and the coverage.

Link all actuals at one time

Above the grid, select Import actuals. Eigenn then:

  1. Adds an Actuals section to the model.
  2. Adds one variable for each transaction category that is not excluded. Each variable links to the category.
  3. Adds an amount variable and a count variable for each invoice provider. For Eigenn invoices, the names are Issued invoices and Issued invoices count. For other providers, the name includes the provider, for example Issued invoices (stripe).
  4. Sets the Last actual date to the previous month, if the model has no date and includes that month.

Eigenn uses the existing bank-transaction source, or creates one with the label Bank category actuals. When the model has a Last actual date or a linked category or invoice variable, the button shows Refresh actuals. A second import skips the categories and providers that already have a variable.

Remove a link

In the section, select Detach next to the link. The cells that showed source values become formula cells. If the variable has no formula, they become input cells.

Related

  • Data
  • Connect a data source
  • Use transaction categories as actuals
  • Last actual date
  • Refresh and check actuals
  • Data concept

Last actual date

The Last actual date is the last period of actual data in a model. The forecast starts in the next period.

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Use the models home to create, find, organize, copy, export, and remove planning models.

On this page

Before you start1. Open the Data sources panel2. Attach the item3. Check the linkLink all actuals at one timeRemove a linkRelated

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