Tag: scenarios

Create an Excel Scenario Summary

Last week I updated the Excel Scenario page, and now I have added a video for the Excel Scenario Summary page. It shows the steps for creating an summary table ad a summary pivot table.

Static Reports

Unfortunately, both types of Scenario summary report are static, and they don’t update if the Scenario data changes.

Tip: If you create a Scenario Summary, be sure to date stamp it, or delete it before saving the workbook. You don’t want to keep potentially misleading data in your files.

Scenario Summary Formatting

And the Scenario Summary formatting is about as ugly as Excel gets – purple and grey.

Maybe they’ll improve that in the next version! But don’t hold your breath — I doubt that it will ever be changed.

scenarios12b

Watch the Video

To see the steps for creating Scenario Summary, please watch this short video tutorial.

This video includes a tip for adding the Scenario command in the Excel 2010 Ribbon, so it is easy to switch between Scenarios.

More Tutorials

Here are links to 3 more Scenario tutorials, on my Contextures site:

Create and Show Scenarios – With Scenarios in Excel, you can store multiple versions of data, in the same cells

Automatically Show Scenarios – see how to use a macro to automatically show a Scenario, when you select its name from a drop down list on the worksheet

Scenarios Programming – Use these macros to create a list all the scenarios, or create new scenarios, or update the values for existing scenarios, from a list on the worksheet

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Store Multiple Values With Excel Scenarios

If you’re working on the office budget, you might be collecting data from different departments.

Or maybe you’re planning your back to school spending.

  • If you get bonus at the end of your summer job, you can use some higher budget numbers.
  • If the bonus falls through, you’ll need your low budget estimates.

Store Data With Scenarios

With Excel Scenarios, you can store different sets of values (in up to 32 cells) in a workbook. Then, without any programming, you can switch between the saved values.

In this example, we store budget projections for two departments. View and print one department’s budget, and then switch to the other department, all in the same cells.

scenarios05a

Download the Sample File

To see the written instructions for creating scenarios, please visit the Excel Scenarios page on the Contextures website.

There is a sample file that you can download, to see how the Scenarios work.

Watch the Excel Scenarios Video

To see the steps for creating and showing scenarios, you can watch this short video tutorial. I also share tips for quickly naming cells, and automatically adding those names to your formulas.

sure to date stamp it, or delete it before saving the workbook. You don’t want to keep potentially misleading data in your files.

Scenario Summary Formatting

And the Scenario Summary formatting is about as ugly as Excel gets – purple and grey.

Maybe they’ll improve that in the next version! But don’t hold your breath — I doubt that it will ever be changed.

scenarios12b

Watch the Video

To see the steps for creating Scenario Summary, please watch this short video tutorial.

This video includes a tip for adding the Scenario command in the Excel 2010 Ribbon, so it is easy to switch between Scenarios.

More Scenario Tutorials

Here are links to 3 Scenario tutorials, on my Contextures site:

Create and Show Scenarios – With Scenarios in Excel, you can store multiple versions of data, in the same cells

Create Scenario Summaries – After you create 2 or more different Scenarios in Excel, use a Scenario Summary to show an overview of the data. This is a static report that is designed to show the Scenario data at a moment in time.

Automatically Show Scenarios – see how to use a macro to automatically show a Scenario, when you select its name from a drop down list on the worksheet

Scenarios Programming – Use these macros to create a list all the scenarios, or create new scenarios, or update the values for existing scenarios, from a list on the worksheet

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