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Formulas

Write one formula for a variable, and Eigenn calculates it for every period and every dimension item.

A formula tells Eigenn how to calculate one variable. You write it one time, in the Formula column of the model grid. Eigenn runs the same formula in every period of the model and for every item of the variable's dimensions.

A formula names other variables, such as Revenue - COGS. It can also read other periods, call functions, test conditions, and describe a range of possible values. When a connected source supplies actuals for a variable, the actual periods keep those values. The formula calculates the forecast periods.

The Three Statement Model grid in Scenario planning. In the Formula column, Gross profit shows Revenue - COGS, Net income shows Gross profit - Operating expenses, and Cash shows Cash [previous] + Net income. The Net income and Cash formulas are cut off at the cell edge. The Revenue, COGS, and Operating expenses inputs have no formula.

If formulas are new to you, read the Formulas concept first. Then use the pages below. Each page covers one task or one set of facts.

Write and read formulas

  • Write a formula: open the formula bar, use suggestions and templates, and save.
  • Formula syntax: names, numbers, operators, comments, and the order of operations.
  • Functions: every function, with its parameters and one example.
  • Time references: read the previous period, a fixed period, or a range of periods.
  • Dimension references: read one item, a set of items, or the sum of all items.
  • Conditionals: if, then, else, comparisons, and, or, and not.
  • Blanks and helpers: blank values, the Blanks in data setting, and built-in values such as month.
  • Uncertainty: ranges and distributions, and their P10, P50, and P90 results.
  • Troubleshoot formulas: the error messages and how to correct them.

Common formulas

  • Cash and balance sheet: formulas for balances that carry forward.
  • Cohorts: formulas for groups of customers by start period.
  • Currency and multi-entity: formulas for more than one currency or entity.
  • Headcount: formulas for people and payroll.
  • SaaS metrics: formulas for recurring revenue and unit economics.
  • Seasonality: formulas for values that change by month of the year.

Related

  • Formulas concept
  • Dimensions concept
  • Data concept
  • Create a variable
  • Revenue forecasting

Formulas

A formula says how one variable is calculated, and Eigenn runs it for every period and every dimension item.

Fortnox

What Fortnox data a planning model can use today, and what the Fortnox card in the Data sources catalog does not do.

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Write and read formulasCommon formulasRelated

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Overview

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
OverviewAuthenticationBank Accounts APICustomers APIErrorsForecasts and Stress Tests APIInvoice Payments APIInvoices APIPaginationRate LimitsRemote Tracker API StatusTracker Categories APITracker Entries and Timers APITracker Projects APITransactions APIWebhooks API StatusWorkflows API
Overview
Overview