After you create 2 or more Scenarios in Excel, use a Scenario Summary to show an overview of the data
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, with Summary Reports.
Important Note: The Scenario Summary and Scenario PivotTable Report are not linked to the Scenario data, and they do not update if the Scenario data changes. Use these reports to compare the data, or print the current status, and then delete the sheets, to prevent confusion.
There are instructions for creating Excel Scenarios here:
Excel Scenarios -- Create
and Show
To see the steps for creating an Excel Scenario Summary, and adding Scenario to the Excel 2010 Ribbon, watch this short video. Written instructions are below the video
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.
Warning: This is a static report that does not change if the Scenario data changes. Delete this report after printing it, and create a new Summary when necessary.
To compare the scenarios side by side, you can view the Scenario Summary sheet that was created.
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.
There is no option for formatting the Scenario Summary when you create
it. You can change the formatting in the completed report.
For a different view of the Scenario data, you can create a pivot table report:
Warning: This is a static report that does not change if the Scenario data changes. Delete this report after printing it, and create a new Summary when necessary.
There is no option for formatting the Scenario PivotTable Report
when you create it. You can change the formatting in the completed
pivot table, by selecting a different PivotTable Style.
Download the zipped sample Excel Scenarios file
Last updated: March 9, 2021 7:47 PM
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