# Summaries

Editing Row and Columns Summaries of Variables

Last updated

Editing Row and Columns Summaries of Variables

Last updated

Overview

Variables can be summarised in two ways, both accessible from the **Summary** step of the **Variable** wizard.

Row Summary

A **Row Summary** is only applicable when the Variable has one or more **Dimensions** applied. For instance, in the example below, the Variable has a `Membership Tier`

Dimension applied, with three items: `Basic`

, `Premium`

, and `Platinum`

.

The Row Summary determines how the **All** line is calculated (in this case, a `Sum`

).

Note, when you apply Dimensions to a Variable, Models will try to apply the most appropriate type of Summary automatically for you, so most of the time you will not need to manually set one yourself.

The following Row Summary types are available:

A `Sum`

Row Summary is commonly the desired output, but there are situations where a Sum total of rows is not a meaningful calculation, in which case you should choose between an `Auto`

or `Rearranged`

Summary.

Auto Row Summary

An `Auto`

Row Summary is only available for **Calculation** Variables. In this case, the Summary is calculated by applying the default Calculation of the Variable to the Row Summary lines of the referenced Variables.

For instance, if the Variable's Calculation is

`Profit Margin = Profit / Revenues`

across several items, a Sum of Profit Margin is not meaningful. In this case, a useful Summary is to apply the calculation`Profit / Revenues`

to the summary line of`Profit`

and`Revenues`

.

An Auto Row Summary will only work successfully if all referenced Variables have a Summary row themselves (or do not have a Dimension applied)

Rearranged Row Summary

A `Rearranged`

Row Summary is used when a meaningful summary value depends on the Variable parents' values.

To apply a Rearranged Summary, we select the `Rearranged`

option, and then select the parent Variable which we would like to rearrange.

For instance, if we have a Variable

`Price`

, across the`Membership Tier`

Dimension (`Basic,`

`Premium,`

`Platinum)`

, a meaningful summary output is the weighted average price across all tiers.Elsewhere in the Model, we calculate

`Revenues = Price * Customers`

.In the Summary step of the Variables wizard, we select

`Rearranged`

and then choose`Revenues`

as the rearranged parent. Models then calculates the weighted average price as`Price = Revenues / Customers`

, based on the Calculation of the`Revenues`

Variable.

Column Summary

A **Column** Summary generates a value for a Variable based on all periods of the Model.

Column Summaries can be applied to all Variables and any number of Column Summaries can be added.

The following Column Summary types are available:

Additional options:

A specific

**Number Format**A divisor can be applied, to make the output smaller. Options are:

`None`

,`Thousands`

,`Millions`

,`Billions`

,`Trillions`

Multiple Summary Editing

The Summaries of multiple Variables can be edited simultaneously by selecting the Variables and clicking the **Edit Summaries** button in the Variables context menu.

The `Rearranged`

Summary option will not be available if edited multiple Variables at once.

Row Summary type | Details |
---|---|

Column Summary type | Details |
---|---|

`None`

No summary applied

`Sum`

Sum of all row values

`Auto`

Applies calculation of Variable (see details **below**)

`Rearranged`

Calculates value based on parent Variables (see details **below**)

Total

Sum of values across all periods

Average

Mean average of values across all periods

Min

Minimum value across all periods

Max

Maximum value across all periods

Last

Value at last period

CAGR

Compound Annual Growth Rate across all periods