The power of an analytics tool,
as simple as a sentence

Data model, pivot tables, custom metrics, public data: ask the question, and Summia builds the analysis.
And you can check every number, formula by formula.

A real data model

Sales, customers, products, regions: Summia links your tables through the columns they share, even across a chain of tables, without ever copying a value. And if a key shows up twice, it tells you instead of just taking the first match.

Sales
fx Manager Manager = Manager of the Region this customer is in
Order Customer Product Amount Manager
O-1042 Miller Opal lamp 4,200 Rachel Adams
O-1043 Johnson Oak table 1,850 Kevin Nguyen
O-1044 Garcia Oak table 2,300 Rachel Adams
O-1045 Miller Oak table 2,300 Rachel Adams
Sales › Customer
Customers
CustomerRegion
MillerWest
JohnsonSouth
GarciaWest
Customers › Region
Regions
RegionManager
WestRachel Adams
SouthKevin Nguyen
Sales › Product
Products
ProductLine
Opal lampPremium
Oak tableEssentials
Rows RegionCity
Columns Quarter
Values Sum of Revenue
Q1Q2Q3
West 34,60035,50038,800
South 27,20027,90030,400
Houston 13,90014,60015,800
Atlanta 9,1009,40010,200
Nashville 4,2003,9004,400
Grand total 61,80063,40069,200

Full-featured pivot tables

Multiple levels in rows and columns; sum, average, median, min, max, and count; levels you can collapse and expand. You build it all with one sentence and rearrange it with drag and drop.

Your metrics, in plain English

Margin %, share of total, year-over-year change, conversion rate: describe the metric, and it’s added to the pivot table and keeps up with your data.

Add each region’s share of the total
Values Sum of Revenue Share of total
Region Sum of Revenue Share of total
West 108,900 34.5%
South 85,500 27.1%
Northeast 64,300 20.4%
Midwest 56,550 17.9%
Grand total 315,250 100.0%
XLSregional_summary.xlsx
Summary
  • A Region
  • B Revenue =SUMIF(Sales!A:A,A2,Sales!D:D)
  • C Running total =SUM($B$2:B2)
  • D Target =[targets_2027.xlsx]Regions!B2
Summary
Region Revenue Running total Target formula not converted
West108,900108,900110,000
South85,500194,40080,000
Northeast64,300258,70070,000

Imported: 2 live columns · 1 column as values only · 1 input column.

Your workbooks, formulas included

Import your Excel files: conditional sums, lookups, aggregations, and running totals come across and stay live. Anything that can’t is kept as values only, and flagged.

Public data, with sources

Missing a population, a rate, or an index? Summia looks it up online, checks every number on the page it came from, and cites the source.

States
Customers Population Source
Ohio 1,284 11,799,448 census.gov
Indiana 412 6,785,528 census.gov
Michigan 655 10,077,331 census.gov
Margin by region
fx Margin % Margin % = (Revenue − Cost) ÷ Revenue
RegionRevenueCostMargin %
West 108,900 74,710 31.4%
South 85,500 60,800 28.9%
Northeast 64,300 47,100 26.7%
Version history
Added margin % 5 minutes ago · current
Linked to the customer list 2 hours ago
Imported regional_summary.xlsx yesterday

Results you can audit

Every number leads back to its formula, spelled out in plain English. Every change stays in the version history, and the same calculation always gives the same result. Your analysis holds up in any boardroom.

Analyses anyone can check

Leadership can follow your reasoning from start to finish, without having to take your word for it.

  • Formulas, spelled out Every calculation is explained in one click.
  • Sources cited Every piece of data found online keeps its link.
  • Full version history Every version of the analysis is kept.

Run your analyses from your AI

Connect Claude, ChatGPT, Le Chat, or Gemini: your Summia analyses stay up to date and feed straight into your reports, with no copying and pasting.

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Ask the question, and the analysis follows

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