Excel -- Scenarios -- Scenario Summaries

 
Create a Scenario Summary  
View the Scenario Summary  
Create a Scenario PivotTable Report 
View the Scenario PivotTable Report  

Download the zipped sample file


You can use Scenarios to store several versions of the data in a worksheet. For example, when preparing a budget, the Marketing and Finance departments may have different forecasts for sales. You can store each forecast as a Scenario, print them separately, or compare them side-by-side.

There are instructions for creating Scenarios here:
   Scenarios -- Create and Show


Create a Scenario Summary

Although scenarios can be complex, a simple example is used here. Budget forecasts from the Finance and Marketing departments have been entered, and stored as scenarios.

To create a Scenario Summary:

  1. On the Tools menu, choose Scenarios
  2. Click the Summary button
  3. In the Scenario Summary dialog box, for Report type, select Scenario Summary
  4. Press the Tab key, to move to the Result cells box
  5. On the worksheet, click on cell B6.
  6. Click the OK button.
  7. A Scenario Summary sheet is added to the workbook  

 

 

 

View the Scenario Summary

  1. Select the Scenario Summary worksheet 
  2. To show or hide the details, click the + / - buttons at the left side and top of the worksheet 

 

Create a Scenario PivotTable Report

For a different view of the scenario data, you can create a pivot table report:

  1. On the Tools menu, choose Scenarios
  2. Click the Summary button
  3. In the Scenario Summary dialog box, for Report type, select Scenario PivotTable report
  4. Press the Tab key, to move to the Result cells box
  5. On the worksheet, click on cell B6.
  6. Click the OK button.
  7. A Scenario PivotTable sheet is added to the workbook 

 

View the Scenario PivotTable Report

  1. Select the Scenario PivotTable worksheet 
  2. To rearrange the data, drag the field buttons to a different area of the Pivot Table. For example, drag the Dept,$B$3:$B$4 button from cell A4 (row area) to cell B3 (column area) 

Download the zipped sample file

 

1. Scenarios -- Create and Show  
2. Scenarios -- Scenario Summaries
    
3. Scenarios -- Automatically Show Scenarios  
  
4. Scenarios -- Programming  

 

 

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Last updated: July 18, 2008 11:56 PM