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Dimensions

Create lists of items such as regions or departments, break variables down by them, and let Eigenn roll the items up into totals.

A dimension is a named list of items, such as Department with Engineering, Sales, Marketing, and G&A. When you break a variable down by a dimension, the variable gets one row for each item. The variable keeps one formula. Eigenn runs the formula for each item and rolls the items up into the total row of the variable.

Use a dimension when the same calculation repeats for each region, department, entity, product, or channel. When you add an item, every variable that uses the dimension gets a row for it.

A dimension is not a transaction category. A category labels transactions for reports across the workspace. A dimension splits variables in one planning model.

A dimension belongs to one model. A dimension is a flat list. The Hierarchy type shows as coming soon. You manage dimensions in two places:

  • The Dimensions page lists the dimensions of all models of the team. Go to Scenario planning → Dimensions.
  • Inside a model, select More → Dimensions to open the dimensions of that model.

The Scenario planning hub with the Models, Data, and Dimensions tabs at the top. The Data tab is open, and the Dimensions tab is next to it.

Pages in this group

  • Create a dimension: create a dimension and add its items.
  • Apply a dimension: break a variable down by one or more dimensions.
  • Dimension totals: how the item rows roll up into the total row.
  • The Dimensions page: find, open, edit, link, and delete dimensions.
  • Dimension examples: revenue by region, headcount by department, and a P&L by entity.

Related

  • Dimensions concept
  • Dimension references
  • Headcount planning
  • Consolidation
  • Charts and dashboards

Dimensions

A dimension is a list of items that breaks a variable into one row per item, runs its formula for each item, and rolls the items up into a total.

Duplicate a model

Make a separate copy of a planning model before a large change or to start a similar model.

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Concepts

DataDimensionsFormulasScenarios

Variables

VariablesChange an input over timeCreate a variableFormat a variableOrganize variablesTime totalsUse a variable from another modelVariable types

Time

TimeLast actual dateRoll the model forwardTime granularityTime settings

Formulas

FormulasBlanks and helpersCommon formulas: cash and balance sheetCommon formulas: cohortsCommon formulas: currency and multiple entitiesCommon formulas: headcount and payrollCommon formulas: SaaS metricsCommon formulas: seasonalityConditionalsDimension referencesFormula syntaxFunctionsTime referencesTroubleshoot formulasValues with uncertaintyWrite a formula

Charts and Dashboards

Charts and dashboardsCompare scenarios and versionsCreate a chartExport and shareTablesTime aggregation in charts

Dimensions

DimensionsApply a dimensionCreate a dimensionDimension examplesDimension totalsThe Dimensions page

Data

DataChoose cash or accrual for XeroConnect a data sourceLink a variable to dataRefresh and check actualsUse transaction categories as actuals

Data Integrations

Data integrationsBank transactionsCSV importFortnoxQuickBooksStripeXero

Views

ViewsCreate and edit a viewFilter a viewShare a view

Versions

VersionsCompare versionsRestore a versionSave a version

Scenarios

ScenariosCompare scenariosCreate a scenarioPlans and adjustmentsStress tests and shocks

Collaboration

CollaborationComment on a modelShare a model and set accessTeam roles and planning access

Managing Models

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Overview
Overview