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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 Excel Scenarios file

You can use Excel Scenarios to store several versions of the data in a worksheet. For example, when preparing an annual budget, the Marketing and Finance departments may have different forecasts for sales. You can store each department's forecast as a Scenario, print the scenarios separately, or compare them side-by-side. There are instructions for creating Excel Scenarios here:    Excel Scenarios -- Create and Show

Create a Scenario Summary Although Excel scenarios can be complex, a simple example is used here. The annual budget forecasts from both the Finance and Marketing departments have been entered, and stored as scenarios. To create a Scenario Summary: On the Tools menu, choose Scenarios Click the Summary button In the Scenario Summary dialog box, for Report type, select Scenario Summary Press the Tab key, to move to the Result cells box On the worksheet, click on cell B6. Click the OK button. A Scenario Summary sheet is added to the workbook

View the Scenario Summary To compare the scenarios side by side, you can view the Scenario Summary sheet that was created. Select the Scenario Summary worksheet  To show or hide the details, click the + / - buttons at the left side and top of the worksheet  In this example, the scenario cells on the Budget sheet have been named, and those names appear on the Scenario Summary sheet, making it easier to understand. For example, cell B1 is named Dept, and you can see that name in cell C6 on the Scenario Summary sheet.

Create a Scenario PivotTable Report For a different view of the scenario data, you can create a pivot table report: On the Tools menu, choose Scenarios Click the Summary button In the Scenario Summary dialog box, for Report type, select Scenario PivotTable report Press the Tab key, to move to the Result cells box On the worksheet, click on cell B6. Click the OK button. A Scenario PivotTable sheet is added to the workbook

View the Scenario PivotTable Report Select the Scenario PivotTable worksheet  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 Excel Scenarios file

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

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