How to Create a Scenario Summary Report in Excel: 2 Easy Methods

Create a Default Scenario Summary Report in Excel

Create a default scenario summary report in Excel. It is also known as a static scenario summary report.

Steps:

• Go to the Data tab from Ribbon.
• Select the What-If Analysis option.
• Click on the Scenario Manager option from the drop-down.

The Scenario Manager dialogue box will open on your screen, as shown in the following picture.

• Click on the Add option from the Scenario Manager dialogue box.

The Add Scenario dialogue box will be visible on your worksheet.

• From the Add Scenario dialogue box, type the scenario name you want in the Scenario Name box. We typed in Best Case.
• Click on the marked region of the following image.

• Choose the range of cells where the inputs will change. We selected the range $C$5:$D$9.
• Click on the marked area of the image below.

• Click OK from the Edit Scenario dialogue box.

• Type in the values for the Best Case scenario in the marked boxes shown in the following picture.

• After typing in the values, click Add in the Scenario Values dialogue box.

• Type in the name of the second scenario. We used the name Worst Case.
• Click on OK.

• Type in the values for the Worst Case scenario, as shown in the following image.

• After inserting the values for the Worst Case scenario, click on OK.

• As a result, you will be redirected to the Scenario Manager dialogue box and click on Summary from the dialogue box.

The Scenario Summary dialogue box will open on your worksheet.

• From the Scenario Summary dialogue box, choose the Report Type as Scenario Summary.
• Press and hold the CTRL key and select cells C10 and D10.
• Click on OK.

You reated a scenario summary report in Excel, which should look like the following image.

Make a Scenario PivotTable Summary Report in Excel

Steps:

• Follow the steps mentioned in the 1st method to obtain the following output.

• Choose the Scenario PivotTable report option from the Scenario Summary dialogue box.
• Click on the marked region of the image given below.

• Choose the range of cells $C$10:$D$10 as the Result cells.
• Click on the marked portion of the following picture.

• Click on OK.

You will have your scenario summary report in a PivotTable format.

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Related Articles

• How to Use Scenario Manager in Excel
• How to Create Scenarios in Excel
• How to Edit Scenarios in Excel
• Scenario Analysis in Excel
• How to Remove Scenario Manager in Excel

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