Creating Restricted Measures

You can use the Calculation Editor to create restricted measures.

Prerequisites

A chart or table must be selected.
Note
Restricted measures cannot be created from constant values, or details calculations.

Context

Restricted measures allow you to use only selected values in a measure. Restricted measures can be useful for comparing one value to a set of others in the same chart or table. For example, you can create a measure that contains all expenses for the country of Australia, and compare expenses from Australia side by side with expenses for all other countries.

Procedure

  1. Open the Calculation Editor using one of the following methods:
    • Select a chart and do one of the following:

      • In the Builder tab, choose Start of the navigation pathSelect measure or Add measure Next navigation step Calculations Next navigation step Click to Create a New CalculationEnd of the navigation path.

      • In the Builder tab beside Chart Structure, select (Add Data), and in the list under Calculations, select Click to Create a New Calculation.

    • Select a table.

      1. Under Rows or Columns in the Builder tab, select Add Measures/Dimensions and add either the Account or Calculations dimension.

      2. For the row or column that you added in the Builder tab, select Start of the navigation path Next navigation step Add CalculationEnd of the navigation path.
    Note
    The option to create a new calculation may not appear if calculations are not possible for the chart type or model.

    The Calculation Editor appears.

  2. Select Restricted Measure from the list.
  3. Enter a name for the restricted measure.
  4. In the Measure section, select a measure from the list.
  5. In the Dimensions section, select one or more dimensions along which you want to restrict the measure.

    If you want to restrict the measure along multiple dimensions, use Add a Dimension to add more dimensions.

  6. Beside each dimension, under Values or Input Controls, select Click to Select Values, and then choose an option from the list:
    • Select by Member:

      Select values from the list of available members. If you select Exclude selected members, all members except the ones selected are applied to the restricted measure. You can use (Search) to find specific values. When you expand the list beside the search icon, you may have the following options: Show Description and Show Hierarchy.

      Show Description lets you choose to view the member Description, ID and Description, or ID. Show Hierarchy lets you choose a Flat presentation or an available hierarchy.

      The members you choose appear in the Selected Members list.

    • Select by Range:

      Enter a start value and end value for the range. Select Add a New Range to add additional ranges to the restricted measure.

      Note

      This option appears only if dimension values are numerical or date based. If the dimension is date based, you can also select quarter, month, or year from the slider that appears. Ranges can be fixed or dynamic; for example, you could choose the fixed range January 2017 to December 2017. If this story is opened in 2018, the story will still show 2017 data. For dynamic date ranges, in addition to the above granularities, these granularities are also available: current year, current quarter, and current month. For more information, see Story and Page Filters.

    • Create a New Calculation Input Control (This option is available when adding a calculation to a chart.):
      1. Enter a name for the input control, and then select Click to Add Values.

      2. Select values from the list of available members. If you select Exclude selected members, all members except the ones selected will be included in the input control. You can use (Search) to find specific values. When you expand the list beside the search icon, you can choose to view the member Description, ID and Description, or ID.

      3. Expand the Settings for Users section, and then choose whether users can do the following in the input control: Single Selection, Multiple Selection, or Multiple Selection Hierarchy. Select OK.

      4. Select OK.

  7. Select OK.

Results

A measure is created that does not include data for the members that you excluded. Any input controls you created appear on the canvas and are listed in the Calculation Editor under Input Controls. Input controls can also be used in calculated measures.

On the canvas, input controls are indicated by the (Formula) icon. If you hover over the icon, all calculations associated with the input control are displayed. By default, the input control is displayed in token mode where input values can be selected from a drop-down list. The input control can be expanded into widget mode, where radio buttons appear beside each value.