Calculation Editor

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. For more information about dimension attributes, see About Preparing Data.

Note
The number format chosen in Start of the navigation pathProfile Settings Next navigation step User PreferencesEnd of the navigation path influences the expected input format for Story Calculated Measures and Calculated Dimensions:

  • Choosing a number format that uses periods (.) as decimal separators means that commas (,) must be used to separate function parameters (for example, IF(Condition, ValueIfConditionIsTrue, ValueIfConditionIsFalse)).

  • Choosing a number format that uses commas (,) as decimal separators means that semi-colons (;) must be used to separate function parameters (for example, IF(Condition; ValueIfConditionIsTrue; ValueIfConditionIsFalse)).

If the formula is typed in from scratch, the correct function auto-completion happens based on the user preferences. However, if you copy and paste a full formula string, auto-complete won't be able to adapt if there is a mismatch between separators used and the user preferences.

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.

In a chart, calculations based on the Account dimension can be added as new measures.

The following calculation types are supported:

  • Calculated measures: 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.

  • Restricted measures: 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.

    Note

    When using data from SAP BW, creating a restricted measure on another restricted measure (referred to as a key figure in SAP BW) that uses the same dimension results in incorrect data in SAP Analytics Cloud. A further restriction is not possible because SAP BW treats restrictions as OR operations. In most cases restricted measures are intended to get the result as an AND operation.

    For example, COUNTRY is restricted to Great Britain and Germany. In a sales scenario, the intended result would be that you see products that are sold in both countries (Great Britain OR Germany) and not a combination of either country and both of them (Great Britain OR Germany OR (Great Britain AND Germany)).

  • Difference From: Find the difference in an account’s value between two dates. A new calculated account member is created as a result.

  • Currency conversions: For planning models with currency conversion enabled, add a new currency conversion to the Cross Calculations dimension. For more information, see Displaying Currencies in Tables.

  • Aggregation: Create calculations from aggregations such as sum, count, average, and so on. Choose what conditions are required for the aggregation to be applied, and when the conditions are required.
  • Date Difference: Calcule the time interval between two dates.
  • Dimension to Measure: The string and number conversion functions can be combined with Measure-Based dimensions (in a calculated dimension) to create measure to dimension conversions.
Planning models also support the following forecast calculations:

  • Forecast

  • Rolling Forecast

For more information, see Creating a Forecast or Rolling Forecast Layout
Calculations based on input controls

Calculations can use input controls. Input controls provide variable input for a calculation, allowing viewers to influence the result of a calculation without modifying the underlying data or formula. For example, viewers can choose to see the impact of a 1%, 2%, or 3% tax-rate increase. You choose the list of values for an input control, and specify how the user can select values. Input controls can be formatted after they are added to the canvas.

Tip
The Calculation Editor dialog will change size to fit the calculation type information fields and re-center itself on the page.
Note
Tasks
Related Information