Key Figures

Key figures are shown on Key Figures page and in the banner in top of pages ContentSummaryResources 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 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
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
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
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
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