Key Figures
Key figures are shown on Key Figures page and in the banner in top of pages Content, Summary, Resources and Insight.
For both types of key figures, Sigma has two general functions that can be used to display information from the calculation:
Value – display the value of a given field of a component
SumByFilter – display the value of a given field of a component, filtered by on a given set of criteria
Key figures page
Add, Change or Delete Key figures
1. | Open Key figures page | |
2. | Click Key figures button (Key figures ribbon) | |
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| Key figure settings and template dialog box opens |
3. | Mark a key figure row to select an entry point | |
4. | Choose between: click Insert to insert a new empty row above the selected entry point click Change… to edit (or add new) Text, Formula or Constant name (optional) click Delete to remove the row at the selected entry point | |
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| Enter key figure #X sub dialog box opens (X being the key figure number) |
5. | To change a key figure : | |
| 5.1 | Click in Text field and enter descriptive text for the key figure |
| 5.2 | Click in Formula field to enter one of the following: Value command (see below) SumByFilter command (see below) #X (eg #1) to reference an above key figure commands and/or references combined by mathematical expressionseg: 2*( SumByFilter(Totalcost;Category=”Equipment”) + SumByFilter(Totalcost;Category=”Lease”) ) |
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| NOTEKey figures apply to many mathematical functions (addition, subtraction, multiplication, division, exponential function, square root etc.) |
| 5.3 | and optionally click in Constant name to enter a name for a constant, which can be used in other places of the estimate |
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| WARNINGKey figure constant value is ONLY updated when Key figures page is open |
| 5.4 | Click OK to close Enter key figure #X sub dialog box (X being the key figure number) |
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| Repeat steps 3.-5. for each key figure to be inserted, changed or deleted |
6. | Click OK to close Key figure settings and template dialog box | |
Key Figure functions
Value
Function: Value(field;position)
field : (mandatory) column in Sigma (see table below)
position : (optional) position of the component – if omitted, the currently selected component is used. It is possible to use the Find function to specify the position
Examples
Value(Quantity; 1.1.1) returns the quantity for the component in position 1.1.1 |
Value(SalePrice) returns the sale price for the selected component |
Value(TotalCost; 0) returns total cost for the entire project |
Value(TotalCM; Find (Warehouse)) returns the total coverage contribution for the component with the text Warehouse Building |
Table: Sigma Column and corresponding field in Value function
Sigma Column (in order of appearance)Description (when needed)– note | Field in Value function |
Quantity, unreg.Quantity, unregulated | QuantityUnregulated |
Quantity reg.Quantity regulation | QuantityRegulation |
Qty MinQuantity Minimum– successive estimating | QuantityMin |
Qty TypQuantity Typical– successive estimating | QuantityTyp |
Qty MaxQuantity Maximum– successive estimating | QuantityMax |
Quantity | Quantity |
Prod. RateProduction rate | ProductionRate |
Quantity, unreg. (Abs.)Quantity, unregulated (Absolute) | AbsoluteQuantityUnregulated |
Quantity (Abs.)Quantity (Absolute) | AbsoluteQuantity |
UC MinUnit Cost Minimum– successive estimating | UnitCostMin |
UC TypUnit Cost Typical– successive estimating | UnitCostType |
UC MaxUnit Cost Maximum– successive estimating | UnitCostMax |
Unit Cost | UnitCost |
Prod. UCProduction Unit Cost | ProductionUnitCost |
Cost | BaseCost |
Total UCTotal Unit Cost | TotalUnitCost |
Total Cost | TotalCost |
Total Cost (Abs.)Total Cost (Absolute) | AbsoluteTotalCost |
Std. DevStandard deviation– successive estimating | StdDeviation |
Comp. UPCompare Unit Price | CompareUnitPrice |
Comp. PriceCompare Price | ComparePrice |
Comp. Price (Abs.)Compare Price (Absolute) | AbsoluteComparePrice |
Price reg.Price Regulation | Regulation |
Mark. Val. %Market Value %– CLAIMS editions only | MarketValuePercentage |
Depr. %Depreciation %– CLAIMS editions only | DepreciationPercentage |
Mark. ValueMarket Value– CLAIMS editions only | MarketValue |
Res. %Residual Value %– CLAIMS editions only | ResidualValuePercentage |
ResidualResidual Value– CLAIMS editions only | ResidualValue |
Damage %Damage % (aka Damage Degree)– CLAIMS editions only | DamagePercentage |
Dam. QtyDamage Quantity– CLAIMS editions only | DamageQuantity |
DamageDamage Value– CLAIMS editions only | DamageValue |
Dam. Mark. Val.Damaged Market Value – CLAIMS editions only | DamagedMarketValue |
Damage Base– CLAIMS editions only | DamageBase |
Damage Base of Mrk. Val.Damage Base of Market Value– CLAIMS editions only | DamageBaseMarketValue |
Legal. %Legalization %– CLAIMS editions only | LegalizationPercentage |
Legal.Legalization– CLAIMS editions only | Legalization |
Service UPService Unit Price | ServiceUnitPrice |
Service Price | ServicePrice |
Time per Unit | TimePerUnit |
Total Time | TotalTime |
Automatic Overhead 1– probably renamed to Overhead | ImputedCost1 |
Automatic Overhead 2 | ImputedCost2 |
Automatic Overhead 3 | ImputedCost3 |
Automatic Overhead 4 | ImputedCost4 |
Automatic Overhead 5 | ImputedCost5 |
CP w/OverheadCost with Overhead | CostInclImputed |
CP w/Overhead (Abs.)Cost with Overhead (Absolute) | AbsoluteCostInclImputed |
Automatic Markup 1– probably renamed to Profit | ImputedCM1 |
Automatic Markup 2 | ImputedCM2 |
Automatic Markup 3 | ImputedCM3 |
Automatic Markup 4 | ImputedCM4 |
Automatic Markup 5 | ImputedCM5 |
MMManual Markup (aka Contribution Margin) | ContributionMargin |
Real. MUReallocated Markup | ReallocatedCM |
Rounding | Rounding |
Unit SPUnit Sales Price | UnitSalesPrice |
Sales Price | SalesPrice |
Sales Price (Abs.)Sales Price (Absolute) | AbsoluteSalesPrice |
Total MUTotal Markup (aka Total Contribution Margin) | TotalCM |
Total MU (Abs.)Total Markup (Absolute) (aka Total Contribution Margin (Absolute)) | AbsoluteTotalCM |
Total PMTotal Profit Margin (aka Total Contribution Ratio) | TotalCR |
Priority– successive estimating | Priority |
SumByFilter
Function: SumByFilter(field;filter;position;options)
field : (mandatory) column in Sigma (see table below)
filter : (mandatory) the fields to be used as filters for the function are specified as field=”value” eg Category=”salary”It is allowed to use * as an indication of optional characters It is possible to use several criteria – these should be indicated in angular brackets as follows [field1=”value1″; field2=”value2″;field3=”value3“] eg [Category=”salary”;Text=”workman*”;Operation=”mason”]The field name(s) to be used as a filter is selected from the list below:
Number
Text
CF.Field ID (Custom Field Field ID, see Data > Custom Fields > ID column)
Operation (aka Activity)
Category
Unit
Note
Currency (Currency code)
ProductionUnit (Production Unit)
position : (optional) position of the component. If omitted, the currently selected component is used. It is possible to use the Find function to specify the position
options : (optional) specifies whether components of the alternative type and omitted components should be included.The options are specified as [option1;option2] – options are :
IncludeAlternative : include Alternatives components
IncludeDisabled : Include Disabled components
Examples
SumByFilter(Quantity; Text=”nails”) returns the total amount of nails below the current position |
SumByFilter(SalesPrice; [Category=”Materials”; Operation=”Casting”];0) returns the selling price of materials with the activity casting for the entire project |
SumByFilter(TotalCost; [Number=”1000″; VF.Account=”200*”];1.1;[IncludeDisabled]) returns total cost price for components where the number field contains 1000 and the custom field Account starts with 200, under position 1.1. Components marked as Disabled are included |
Table: Sigma Column and corresponding field in SumByFilter function
Sigma Column (in order of appearance)Description (when needed)– note | Field in SumByFilter command |
Quantity, unreg.Quantity, unregulated | QuantityUnregulated |
Qty MinQuantity Minimum– successive estimating | QuantityMin |
Qty TypQuantity Typical– successive estimating | QuantityTyp |
Qty MaxQuantity Maximum– successive estimating | QuantityMax |
Quantity | Quantity |
UC MinUnit Cost Minimum– successive estimating | UnitCostMin |
UC TypeUnit Cost Typical– successive estimating | UnitCostType |
UC MaxUnit Cost Maximum– successive estimating | UnitCostMax |
Unit Cost | UnitCost |
Cost | BaseCost |
Total UCTotal Unit Cost | TotalUnitCost |
Total Cost | TotalCost |
Comp. UPCompare Unit Price | CompareUnitPrice |
Comp. PriceCompare Price | ComparePrice |
Mark. ValueMarket Value– CLAIMS editions only | MarketValue |
ResidualResidual Value– CLAIMS editions only | ResidualValue |
Dam. QtyDamage Quantity– CLAIMS editions only | DamageQuantity |
DamageDamage Value– CLAIMS editions only | DamageValue |
Dam. Mark. Val.Damaged Market Value– CLAIMS editions only | DamagedMarketValue |
Damage Base– CLAIMS editions only | DamageBase |
Damage Base of Mrk. Val.Damage Base of Market Value– CLAIMS editions only | DamageBaseMarketValue |
Legal.Legalization – CLAIMS editions only | Legalization |
Service UPService Unit Price | ServiceUnitPrice |
Service Price | ServicePrice |
Time per Unit | TimePerUnit |
Total Time | TotalTime |
Automatic Overhead 1– probably renamed to Overhead | ImputedCost1 |
Automatic Overhead 2 | ImputedCost2 |
Automatic Overhead 3 | ImputedCost3 |
Automatic Overhead 4 | ImputedCost4 |
Automatic Overhead 5 | ImputedCost5 |
CP w/Overhead Cost with Overhead | CostInclImputed |
Automatic Markup 1– probably renamed to Profit | ImputedCM1 |
Automatic Markup 2 | ImputedCM2 |
Automatic Markup 3 | ImputedCM3 |
Automatic Markup 4 | ImputedCM4 |
Automatic Markup 5 | ImputedCM5 |
MM Manual Markup (aka Contribution Margin) | ContributionMargin |
Unit SP Unit Sales Price | UnitSalesPrice |
Sales Price | SalesPrice |
Total MU Total Markup (aka Total Contribution Margin) | TotalCM |