Smart Insights: How Your Data Point is Calculated

Smart Insights Panel

If the data point you selected is based on a calculation, the Smart Insights panel displays information about how your data point was calculated, including any formula used, and the aggregation type.

Aggregation Types

If your data point is calculated using the aggregation type AVERAGE, AVERAGE excl. NULL , AVERAGE excl. 0, NULL, MIN or MAX, the Smart Insights panel displays further insights. You can see an overview of the minimum, maximum, and average values of your data point in a numeric point chart. This number point chart can be copied to your story.

Account Dimension

If your data point represents the account dimension of your model, the Smart Insights panel also displays a textual insight and a chart. The textual insight explains that the data point representing the account dimension is calculated using the aggregation type SUM to add up all the contributing subaccounts. Subaccounts that don’t contribute to the parent account dimension are excluded from the calculation. The waterfall chart displays which Profit and Loss statement subaccounts contribute to, or add up to the parent account dimension. Financial account types Income (INC), Expense (EXP), Liabilities & Equities (LEQ), and Assets (AST) are supported. As with other charts in the Smart Insights panel, you can copy this waterfall chart to your story. If your data point is based on a calculation or a formula, you can see insights about the calculation or formula, rather than the account dimension.

To learn more about formulas and calculations, see All Formulas and Calculations.

To learn more about account dimensions, see About Dimensions and Measures.