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Variable types

A variable gets its values from typed inputs, a formula, a data source, or a formula that reads another model.

Each variable gets its values from one place. That place decides which cells you can type in and which cells Eigenn calculates. Use this page to choose the right type for each row of your model.

The value type, such as Number or Currency, is a different setting. It controls how values show, not where they come from. See Format a variable.

Summary

TypeValues come fromCan you type in a cell?
InputYouYes, in every period
FormulaThe formula of the variableNo. You can give one period its own formula.
Data-linkedA data source in actual periods. The formula or inputs in forecast periods.Only in forecast periods of a variable with no formula
Formula that reads another modelA Model.Variable reference in a formulaNo

Input

An input holds values that a person owns, such as Price per seat or Monthly churn rate. A new variable is an input with 0 in every period. Double-click a cell to type a value.

When a scenario other than Base is active, a typed value is a scenario change. The base model does not change. See Scenarios.

Formula

A formula variable calculates its value in each period, for example Customers * Price per seat. You write the formula one time for the variable. Its cells show results, and you cannot type in them.

To use different logic in one period, select that cell and press F2. Then type a formula for that period only. See Change an input over time.

Data-linked

A data-linked variable gets actual values from a data source, such as a transaction category, invoice actuals, or a Xero account. The Last actual date splits each row:

  • In actual periods, the cell shows the source value. The cell is read-only and shows a small database icon.
  • In forecast periods, the formula of the variable runs. With no formula, you type the values.

The Data column shows a source badge for each data-linked variable. Select Import actuals above the grid to add an Actuals section. This section holds data-linked variables for your transaction categories and issued invoices. See Link a variable to data.

Formula that reads another model

A formula can read a variable from a linked model, such as Headcount plan.Payroll. The values stay read-only in this model. To change them, edit the source model. See Use a variable from another model.

Related

  • Create a variable
  • Formulas
  • Data
  • Last actual date
  • Write a formula

Values with uncertainty

Write a range or a distribution in a formula, then run a simulation to read the P10, P50, and P90 results.

Variables

A variable is a named row in a planning model that holds one value for each period.

On this page

SummaryInputFormulaData-linkedFormula that reads another modelRelated

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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

Managing modelsDuplicate a modelExport a modelModel limits and performanceStart from a templateThe models home and foldersTrash, restore, and delete a model
OverviewIntegrationsMCPSDKsWebhooks
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