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EIGENN.

Organize variables

Put variables in sections and groups, move and copy them, sort dimension items, and add descriptions.

Sections and groups put related variables together, so a reader can follow the model from inputs to results. The order of the rows does not change a result. Eigenn finds the calculation order from the formulas.

1. Use sections

A section is a top-level block of rows, such as Revenue or Balance sheet.

  • To add a section, open a model and select More → New section. Eigenn adds a section named New section.
  • To change its color, open the section options (⋮) and select Section color. The colors are blue, gray, green, orange, purple, and red.
  • To rename it, open the section options and select Rename.

A new model has an Inputs section at the top. You cannot rename, move, duplicate, or delete it.

2. Use groups

A group sits inside a section or inside another group.

  • To add an empty group, put the pointer on the section row. Select the folder icon (Add a group to section name). Eigenn adds a group named New group.
  • To group rows that already exist, select a cell in the first row. Shift-click a cell in the last row. Then press Cmd+G (Ctrl+G on Windows). The rows must be in the same section or group.

In Charts, the inputs panel shows one tab for each group that holds input variables. A tab shows only the input variables directly in that group.

3. Move and copy variables

  • Drag a variable onto a section or a group to move it to the end of that section or group.
  • Drag a variable onto another variable to put it above that variable.
  • Drag a section onto another section to change the order of the sections.

You can also use the options menu of a variable:

ItemResult
Move toMoves the variable to the section or group that you select.
Copy toAdds a copy, named variable name copy, to the section or group that you select.
DuplicateAdds a copy in the same section or group.

4. Read a group in a formula

A formula can name a section or a group. sum(Operating costs) adds the variables in the Operating costs group for the same period. avg(Operating costs) gives their average. A variable inside that group cannot use this formula, because the formula would read itself. The formula editor shows "This would create a loop".

5. Sort dimension items

A variable with a dimension shows one row for each dimension item. To sort those rows by value:

  1. Open the options menu of the variable and select Sorting.
  2. In Sort by, select Entire model period or Last actual date. Default keeps the order of the dimension.
  3. In Direction, select Descending or Ascending.

Entire model period sorts by the sum of all periods. Last actual date sorts by the latest actual value.

6. Add a description

  1. Open the options menu of the variable, section, or group.
  2. Select Add description.
  3. Type up to 500 characters and select Save description.

To change it later, select Edit description. The description of an input variable shows under its name in the inputs panel of Charts.

Related

  • Variables
  • Create a variable
  • Change an input over time
  • Dimensions
  • Formulas

Model limits and performance

The fixed limits of planning models, how Eigenn calculates a model, and how to keep a large model fast.

Plans and adjustments

Tag scenario changes with named initiatives, stack several adjustments on one cell, and show their direct effect on a plan timeline.

On this page

1. Use sections2. Use groups3. Move and copy variables4. Read a group in a formula5. Sort dimension items6. Add a descriptionRelated

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Variables

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

Time

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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

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DimensionsApply a dimensionCreate a dimensionDimension examplesDimension totalsThe Dimensions page

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

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Data integrationsBank transactionsCSV importFortnoxQuickBooksStripeXero

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