Calculations

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RayVentory Data Hub > 12.5 u5 > Dashboards and Reports Customization Guide > Designing Dashboards > Data Analysis 

Calculations

Window calculations provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as computing running totals, percentages of totals, differences, etc.

 

To create a window calculation, invoke the Bindings menu and click the required measure. In the invoked Data Item Menu, go to Calculations and select one of the available calculations.

 

webdashboardcalculationsmenu

 

Percent of Total

Running Summary

Difference

Percentage Difference

Moving

Rank

Custom

 

After you have selected the required calculation, you can change its default settings by clicking the Edit button (the edit icon). This invokes the special window containing common and specific calculation settings:

 

Percent of Total

A calculation is used to compute a percentage of the total for the specified measure across a window.

 

webdashboardpercenteageoftotal

 

Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.

oFor the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.

oFor the Specific window definition, you can manually specify the set of dimensions that fall into the window.

Expression displays an expression generated for the current calculation. To change the expression, click Edit.

 

In the Grid below, Percent of Total is applied to a fourth column to show a contribution of individual quarterly sales to total sales.

 

webdashboardcalculationspercentoftotalexample

 

Running Summary

Can be used to compute a cumulative total for the specified measure across a window.

 

webdashboardcalculationsrunningsummary

 

Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.

oFor the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.

oFor the Specific window definition, you can manually specify the set of dimensions that fall into the window.

Summary Type - Specifies a summary function used to apply a calculation.

The Expression displays an expression generated for the current calculation. To change the expression, click Edit.

 

In the Grid below, the Running Total is applied to a fourth column to display cumulative sales across all quarters.

 

webdashboardcalculationsrunningtotalexample

 

Difference

Can be used to compute the difference between measure values across a window.

 

webdashboardcalculationsdifferencesettings

 

Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.

oFor the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.

oFor the Specific window definition, you can manually specify the set of dimensions that fall into the window.

Target - Specifies the value used to calculate the difference. The following values are available: Previous, Next, First and Last.

Difference Type - Specifies whether the absolute or percentage difference is calculated.

Expression displays an expression generated for the current calculation. To change the expression, click Edit.

 

In the Grid below, the Difference is applied to a fourth column to show absolute differences between quarterly sales.

 

webdashboardcalculationsdifferenceexample

 

Percentage Difference

A calculation is used to compute the difference in percentages between measure values across a window.

 

webdashboardcalculationspercentagedifferencesettings

 

Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.

oFor the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.

oFor the Specific window definition, you can manually specify the set of dimensions that fall into the window.

Target - Specifies the value used to calculate the difference. The following values are available: Previous, Next, First and Last.

Difference Type - Specifies whether the absolute or percentage difference is calculated.

Expression displays an expression generated for the current calculation. To change the expression, click Edit.

 

In the Grid below, Percentage Difference is applied to a fourth column to show percentage differences between quarterly sales.

 

webdashboardcalculationspercentagedifferenceexample

 

Moving

The Moving calculation uses neighboring values to calculate a total.

 

webdashboardcalculationsmovingsettings

 

Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.

oFor the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.

oFor the Specific window definition, you can manually specify the set of dimensions that fall into the window.

Summary Type - Specifies a summary function used to apply a calculation.

Start Offset/End Offset - Specify start/end offsets from the currently processed value. For instance, if you specified offsets as 1/1, the previous and next values will be used along with the current value to apply the Moving calculation.

The Expression displays an expression generated for the current calculation. To change the expression, click Edit.

 

In the Grid below, a Moving calculation is applied to a fourth column to show a moving average across all quarters.

 

webdashboardcalculationsmovingexample

 

Rank

Use the Rank calculation to compute rankings for the specified measure across a window.

 

webdashboardcalculationsranksettings

 

Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.

oFor the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.

oFor the Specific window definition, you can manually specify the set of dimensions that fall into the window.

Rank Type - Specifies the type of ranking. The following ranking types are available: Unique, Competition, Dense, Modified and Percentile.

Rank Order - Specifies the order of ranking. You can select Ascending or Descending.

The Expression displays an expression generated for the current calculation. To change the expression, click Edit.

 

In the Grid below, a Rank calculation is applied to a fourth column to show a ranking of sales for individual quarters.

 

WebDashboardCalculationsRankExample

 

Custom

Use Custom to specify a custom calculation by adding the required calculation functions inside the measure expression.

 

WebDashboardCalculationsCustomSettings

 

Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.

oFor the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.

oFor the Specific window definition, you can manually specify the set of dimensions that fall into the window.

The Expression allows you to change the expression for the current measure. To change the expression, click Edit.