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
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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 expressions
    eg: 2*( SumByFilter(Totalcost;Category=”Equipment”) + SumByFilter(Totalcost;Category=”Lease”) )
    NOTE
Key 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
    WARNING
Key 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 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 Min
Quantity Minimum
– successive estimating		 QuantityMin
Qty Typ
Quantity Typical
– successive estimating 		QuantityTyp
Qty Max
Quantity Maximum
– successive estimating 		QuantityMax
Quantity Quantity
Prod. Rate
Production rate		 ProductionRate
Quantity, unreg. (Abs.)
Quantity, unregulated (Absolute)		 AbsoluteQuantityUnregulated
Quantity (Abs.)
Quantity (Absolute)		 AbsoluteQuantity
UC Min
Unit Cost Minimum
– successive estimating 		UnitCostMin
UC Typ
Unit Cost Typical
– successive estimating 		UnitCostType
UC Max
Unit Cost Maximum
– successive estimating 		UnitCostMax
Unit Cost UnitCost
Prod. UC
Production Unit Cost		 ProductionUnitCost
Cost BaseCost
Total UC
Total Unit Cost		 TotalUnitCost
Total Cost TotalCost
Total Cost (Abs.)
Total Cost (Absolute)		 AbsoluteTotalCost
Std. Dev
Standard deviation
– successive estimating		 StdDeviation
Comp. UP
Compare Unit Price		 CompareUnitPrice
Comp. Price
Compare 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. Value
Market Value
– CLAIMS editions only		 MarketValue
Res. %
Residual Value %
– CLAIMS editions only		 ResidualValuePercentage
Residual
Residual Value
– CLAIMS editions only		 ResidualValue
Damage %
Damage % (aka Damage Degree)
– CLAIMS editions only		 DamagePercentage
Dam. Qty
Damage Quantity
– CLAIMS editions only		 DamageQuantity
Damage
Damage 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 UP
Service 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/Overhead
Cost 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
MM
Manual Markup (aka Contribution Margin)		 ContributionMargin
Real. MU
Reallocated Markup		 ReallocatedCM
Rounding Rounding
Unit SP
Unit Sales Price		 UnitSalesPrice
Sales Price SalesPrice
Sales Price (Abs.)
Sales Price (Absolute)		 AbsoluteSalesPrice
Total MU
Total Markup (aka Total Contribution Margin)		 TotalCM
Total MU (Abs.)
Total Markup (Absolute) (aka Total Contribution Margin (Absolute))		 AbsoluteTotalCM
Total PM
Total 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 Min
Quantity Minimum
– successive estimating		 QuantityMin
Qty Typ
Quantity Typical
– successive estimating 		QuantityTyp
Qty Max
Quantity Maximum
– successive estimating 		QuantityMax
Quantity Quantity
UC Min
Unit Cost Minimum
– successive estimating 		UnitCostMin
UC Type
Unit Cost Typical
– successive estimating 		UnitCostType
UC Max
Unit Cost Maximum
– successive estimating 		UnitCostMax
Unit Cost UnitCost
Cost BaseCost
Total UC
Total Unit Cost		 TotalUnitCost
Total Cost TotalCost
Comp. UP
Compare Unit Price		 CompareUnitPrice
Comp. Price
Compare Price		 ComparePrice
Mark. Value
Market Value
– CLAIMS editions only		 MarketValue
Residual
Residual Value
– CLAIMS editions only		 ResidualValue
Dam. Qty
Damage Quantity
– CLAIMS editions only		 DamageQuantity
Damage
Damage 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 UP
Service 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/Overhead
Cost 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
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