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Calculations in Charts

Contains preview content for the upcoming 2018.1 release. 

A calculation (also known as a calculated metric) lets you apply ad hoc analysis to your charts. You can create basic mathematical expressions to more complex conditional logic. Here are  a few examples:

  • Sum liquid assets: [110_cash] + [120_account_receivables]  + [130_shortterm_investment]
  • Commission based on deal size: iif([dealsize] >= 100000, [commission] * .05,  [commission])

Where to Manage Calculations

In edit mode, you can create, edit, and organize calculations from the left panel. You manage calculations from the Account Tab  Accounts tab. Navigate to a container <your instance> Metrics. The following shows set of calculations, some organized in folders for the Menzi, Inc. instance:

Shows Where to Find Calculations in the Left Panel When in Edit Mode

Hover your mouse over a calculation or folder and click More Icon to open the more menu. 

If you hover your mouse over a folder, you can choose:

  • Add Folder. You can nest folders inside other folders. 
  • Rename Folder. You can rename any folder including <my instance> Metric folder.
  • Add Calculated Metric to create a calculation.
  • Delete. Delete a user-created folder. You cannot delete the <my instance> Metric folder.

If you hover your mouse over a calculation, you can choose:

  • Edit to change the settings, expressions, or drilldown selections on a calculation.
  • Delete. Delete

Any calculation that you create is available to any user who can edit perspectives. These users can add your calculation to their charts.

Where to use Calculations

Calculations in Charts

When you add a calculation to a chart, it becomes a data series. You can edit the appearance, data settings, and time settings. For example, you can rename the series, apply a filter, change the series color, or change many more settings.

The following shows a line chart with a calculation Quick Ratio as the data series. The display name in the chart data settings is changing from Quick Ratio to Liquidity Ratio without affecting source calculation.

Line Chart with a Calculation as a Data Series and Right Panel Expanded to Show Data Settng

Calculations Within Other Calculations

You can reuse a calculation in another calculation and build complex expressions. Reference the calculation code in the expression. For example, you can use the Quick Ratio calculation in a capital planning calculation:

iif([quick_ratio] > 2.5, [hardware] * 1.05, [hardware])

Version Overrides and Precedence

By default, the version used in a data series on a chart references the default version set at your instance. You can override the version default by specifying:

  •  A version on the data series 
  • A version in the calculation that is added as a data series.

The innermost version referenced in the calculation takes precedence over data settings and the instance default. The outer to inner precedence is:

Outermost (Lowest) Innermost (Highest)
Instance Data Series in Chart Calculation within a Calculation

The following examples describe various scenarios and potential outcomes in more detail:

Is Version In Calculation?  Does Data Series Override Default Version? Data Series in Chart Uses

No: Total_Revenue calculation uses default version:

[4100_Product_Revenue] + [4200_Services_Revenue]

No : Total_Revenue as a data series defaults to the version selector:

Data Setting on Calculation Data Series Using the Default Version

Version used in calculation: Working Budget, the instance default.

Total_Revenue in the chart shows data values based on Working Budget.

No: Total_Revenue calculation uses default version:

[4100_Product_Revenue] + [4200_Services_Revenue]

Yes: Total_Revenue as a data series has version set to Forecast:

Calculation Data Series with Version Set to Forecast

Version used in calculation:  Forecast

Total _Revenue  in chart shows data values based on the version set in the data series.

 Yes: Total_Revenue calculation references the Actuals version:

[4100_Product_Revenue](Version=Actuals) + [4200_Services_Revenue](Version=Actuals)

Yes: Total_Revenue as a data series has the version set to Forecast

Calculation Data Series with Version Set to Forecast

Version used in calculation:  Actuals

Total _Revenue  in chart shows data values based on the version referenced in the calculation, not  the data series setting.

Yes: Net_Income calculation references Total_Revenue calculation  and a general ledger account,

[Total_Revenue](Version=Working Budget) -[6000_Expenses]

where  the expression in Total_Revenue is:

[4100_Product_Revenue](Version=Actuals) + [4200_Services_Revenue](Version=Actuals)

 

No: Net_ Income as a data series defaults to the version selector:

Calculation Data Series Set to Use Default Version from Instance

Version in used in calculation, Actuals

The source expression in Total_Revenue references the Actuals version and overrides the reference in the Net_Income calculation. 

Net_Income in the chart shows data values based on Total_Revenue Actuals  less Expenses from the Working Budget, the default version set on the instance.

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