EIGENN.
docsguidesapichangelogpricingsign in
EIGENN.

Variables

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

A variable is a named row in a planning model. It holds one value for each period of the model. Revenue, Price per seat, Headcount, and Cash are examples of variables. A formula reads a variable by its name, so a clear name makes the model easy to check.

A variable gets its values in one of these ways:

  • You type the values as inputs.
  • A formula calculates the values from other variables.
  • A data source supplies the values for the actual periods.
  • A formula reads a variable from a different, linked model.

Variables live in sections and groups. A new model starts with an Inputs section and a Calculations section. Each open section and group ends with a New variable row. Select it to add a variable at that position.

Each variable has an options menu. Use it to set the value type, the format, the totals, the dimensions, and a description. To open the menu, put the pointer on the variable row and select ⋮ (Options for variable name).

The Three Statement Model grid. The Inputs section holds Revenue, COGS, and Operating expenses with typed values. The Profit and loss section holds Gross profit and Net income, and the Balance sheet section holds Cash. The Formula column shows Revenue - COGS for Gross profit and Cash [previous] + Net income for Cash. A New variable row ends each section.

Pages in this group

  • Create a variable: Add a variable, give it a name, and give it values.
  • Variable types: Learn where the values of each kind of variable come from.
  • Change an input over time: Put different values in different periods.
  • Format a variable: Show values as numbers, currency, percentages, dates, or yes and no.
  • Organize variables: Use sections, groups, order, and descriptions.
  • Time totals: Set how a variable totals over a quarter or a year.
  • Use a variable from another model: Read a variable from a linked model in a formula.

Related

  • Formulas
  • Data
  • Dimensions
  • Formulas reference
  • Time

Variable types

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

Versions

A version is a saved, read-only copy of a whole model that you can preview, compare, and restore.

On this page

Pages in this groupRelated

Eigenn docs

current product

Overview
Overview
OverviewAccount PreferencesApproval PoliciesAssistant AutomationAssistant Command CenterAssistant Workspace and Saved WorkBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer FieldsCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionFiles and Document VaultFinancial Analytics and ReportsFinancial OverviewInbox and ApprovalsInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewPlanning Data and DimensionsPlanning Models and FormulasPlanning Time and ActualsPlanning UncertaintyPlanning Versions and CollaborationPlanning Views and ExportsPlans and AdjustmentsReceivablesReceivables AnalyticsReceivables ControlsRolling Budget CloseScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBudget vs. ActualsBuild a Driver-Based Planning ModelBuild and Review a ForecastBuild Your First WorkflowCollaborate on a Planning ModelCompare and Share Planning ScenariosConfigure Approval PoliciesConfigure Assistant OperationsConfigure Customer FieldsConfigure Notifications and BrandingConfigure Planning Time and ActualsConfigure Receivables ControlsConnect Planning Data and ActualsConnect Transaction RecordsConsolidationCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewHeadcount PlanningInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsRevenue ForecastingReview a Customer Finance RecordReview, Restore, and Export a Planning ModelRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Planning Uncertainty AnalysisRun Your First Command Center ReviewSave and Share Assistant WorkSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
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