Calculations

Calculations use formulas to create new measures based on your business data.

The following calculation types are supported:

Feature

Description

Calculated Measures

Lets you perform mathematical and Boolean operations on your data.

Restricted Measures

Lets you use only selected values in a measure. You can also select dimensions that you want to hold constant or fixed. Restricted measures can be useful for comparing one value to a set of others in the same chart or table.

Calculated Dimensions

Lets you concatenate dimensions together, group dimensions, and so on. You can choose to combine existing dimensions to create your own dimensions.

Converting Strings to Numbers or Vice Versa

Lets you convert a string value to a numeric value or vice versa, 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 Function

  • ToText Function

Measure-Based Dimensions

Lets you create a calculated dimension based on measure values or thresholds.

Difference From

Lets you find the difference in an account's value between two different dates or time periods.

Date Difference

Lets you create a calculation that shows the time interval between two dates.

Currency Conversions

Lets you add a new currency conversion to the Cross Calculations dimension. This feature is supported by planning models with currency conversion enabled.

Aggregation

Lets you calculate different types of values such as average, sum, min, and max. Once the new calculation is created, you can use the measure.

Forecast Calculations

Lets you look back at actual data for time periods before a cut-over data and look ahead to forecast data for subsequent time periods.

Planning models support the following forecast calculations:

  • Forecast

  • Rolling Forecast