---
title: Key Figures
description: "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…"
url: "https://community.sigmaestimates.com/docs/key-figures/"
updated: "2021-01-15"
category: "Insight & Key Figures"
---

# 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





Sigma Professional, Sigma Enterprise


beginner
intermediate
advanced



Key figures page
Add, Change or Delete Key figures



1.
Open Key figures page


2.
Click Key figures button (Key figures ribbon)


 
 
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




 
 
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") )




 
 
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


 
 
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)


 
 
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 usedIt is possible to use the Find function to specify the position

&nbsp;
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




&nbsp;
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- possibly 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- possibly renamed to Profit
ImputedCM1


Automatic Markup 2
ImputedCM2


Automatic Markup 3
ImputedCM3


Automatic Markup 4
ImputedCM4


Automatic Markup 5
ImputedCM5


Automatic Discount 1
DBRESDISCOUNT1


Automatic Discount 2
DBRESDISCOUNT2


Automatic Discount 3
DBRESDISCOUNT4


Automatic Discount 4
DBRESDISCOUNT4


Automatic Discount 5
DBRESDISCOUNT5


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



&nbsp;
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 charactersIt 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:
&nbsp;



Number
Text
CF.Field ID (Custom Field Field ID, see Data &gt; Custom Fields &gt; 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 : 
&nbsp;

IncludeAlternative : include Alternatives components  
IncludeDisabled : Include Disabled components 



&nbsp;
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 




&nbsp;
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- possibly 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


Automatic Markup 1- possibly renamed to Profit
ImputedCM1


Automatic Markup 2
ImputedCM2


Automatic Markup 3
ImputedCM3


Automatic Markup 4
ImputedCM4


Automatic Markup 5
ImputedCM5


Automatic Discount 1
DBRESDISCOUNT1


Automatic Discount 2
DBRESDISCOUNT2


Automatic Discount 3
DBRESDISCOUNT3


Automatic Discount 4
DBRESDISCOUNT4


Automatic Discount 5
DBRESDISCOUNT5


MMManual Markup (aka Contribution Margin)
ContributionMargin


Unit SPUnit Sales Price
UnitSalesPrice


Sales Price
SalesPrice


Total MUTotal Markup (aka Total Contribution Margin)
TotalCM



&nbsp;
