Creating Custom Calculations for Your Table

You can create custom calculations for your tables such as aggregations, calculated or restricted measures, value-based dimensions, and so on.

The Calculation Editor is used to create the calculations that can be added to your tables. You apply the calculations either to the Account or to the Cross Calculations dimension.

Calculation Editor

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 Combine Data with Your Acquired 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.

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.
  • Perform string and number conversions: convert strings to numbers and numbers to strings, and use the resulting values in calculated measures or dimensions. See Convert Strings to Numbers and Numbers to Strings.

  • Dimension to Measure: The string and number conversion functions can be combined with Measure-Based dimensions (in a calculated dimension) to create dimension to measure conversions. (See Create Calculated Dimensions, Create Measure-Based Dimensions, and Dimension to Measure .)
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

You can add formulas to tables by inserting rows or columns based on any dimension. For more information, see Adding Calculated Rows and Columns in a Table.

Convert Strings to Numbers and Numbers to Strings

Convert a string value to a numeric value or a numeric value to a string value and use the new values in calculated dimensions or measures.

There are two functions that you can use to convert values from one type to another in calculated measures or calculated dimensions: ToNumber and ToText.

ToNumber Function

ToNumber converts string values to numbers.

  1. In Builder, under Dimensions, select Start of the navigation pathAdd Dimension Next navigation step Calculated DimensionsEnd of the navigation path.

  2. In the Calculation Editor under Type, select Calculated Dimension.

  3. Create your formula.

    Example
    ToNumber ([d/ACT_EMPLOYEE_NUMERIC:Age_String].[p/ID])

ToText Function

ToText converts numeric values to strings, and it uses an existing calculated dimension in its calculations.

  1. In Builder, under Dimensions, select Start of the navigation pathAdd Dimension Next navigation step Calculated DimensionsEnd of the navigation path.

  2. In the Calculation Editor under Type, select Calculated Dimension.

  3. Create your formula.

    Example
    ToText (<ToNumber calculated dimension> ) + " years"

Dimension to Measure

The string and number conversion functions can be combined with Measure-Based dimensions (in a calculated dimension) to create dimension to measure conversions. For more information about Measure-Based dimensions, see Create Measure-Based Dimensions.

There is also a calculation type that lets you convert a dimension to a measure.

  1. Add a table to the canvas.

  2. In Builder, choose Start of the navigation pathAdd Measure Next navigation step Create Calculation Next navigation step Dimension To MeasureEnd of the navigation path.

  3. From Dimension Attribute to Convert, select a dimension.

  4. Select context dimensions.

  5. Set the aggregation operation type.

  6. Select OK and review the results in the chart.