The calculation editor allows you to create calculations for use in a chart or table. In a table, you apply calculations either to the account or to the cross calculations dimension. For each type of calculation, a new calculated or restricted member is created for the dimension that you used to create it. You can also use dimension attributes as part of a calculation.
You can display the calculation in a table by adding the account or cross calculations dimension to the table, or by selecting it in the filter applied to the dimension.
Perform a calculation on one or more members of either the account dimension or the cross calculations dimension. A new calculated member of the selected dimension is created as a result.
Restrict the data from a member of either the account dimension or the cross calculations dimension, so that it excludes certain members of one or more dimensions. For the date dimension, you can pick dynamic values, such as year-to-date or previous quarter. A new restricted member of the selected dimension is created as a result.
Find the difference in an account’s value between two dates. A new calculated account member is created as a result.
For models with currency conversion enabled, add a currency conversion using cross calculations.
In a chart, calculations based on the account dimension can be added as new measures. The figure below shows the supported calculation types.
- You can create calculated measures in the model in cases where they need to be shared across stories.
- In stories, calculation can be created on both the account dimension as well as measures.
How to Create a Calculated Measure
Create a calculated measure in the Builder pane. When setting up your calculation, you apply the typical formula functions, conditions, and operators to the data contained in your model. Calculated measures allow you to perform mathematical and Boolean operations on your data.
Watch this video to learn how to create calculated measures.
You can add preset functions, conditions, and operators by selecting options in the Formula Functions list. You can use IF conditional functions, and you can display a list of possible formulas for the function by pressing Ctrl + Space Bar.
(Live models based on HANA calculation views have all of the options.)