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Dokumentation
Dokumentation
Adaptive Planning
Zuletzt aktualisiert: 2025-11-14
Create Calculations for Charts

Create Calculations for Charts

Prerequisites

  • Build your calculation:
    • What is purpose or end result?
    • What accounts are needed in the expression? Make note of the account codes that you want to reference in the expression before opening the Metric Editor.
    • Will the calculation be applied to a chart or reused in another calculation?
  • Create a subfolder for your calculation. Folders are useful if your instance has many calculations and can help with browsing. Once you create a calculation, you cannot move it.
  • Edit access to a personal or shared perspective.
  • Security:
    • Access Dashboards
       permission.
    • Edit Dashboards
       permission.
    • Model Management Access
       permission.
    • Model includes: sheets, accounts, dimensions, and formulas
       permission.

Create a Calculation

You can create a calculation and add it to a chart as a data series.
  1. Navigate to the perspective and dashboard.
  2. Click
    Edit
     from the toolbar to switch to edit mode.
  3. In the left panel, click
    Accounts
     to view a list of accounts and metrics.
  4. Hover over any folder in
    <your instance> Metric
    . Click More Icon to open the more menu and choose
    Add Calculated Metric
    . The Metric Editor displays with the Settings tab open.

Name the Calculation

Use the Settings tab to name the calculation. Each calculation must have a display name and code. Charts and other calculations use the code to uniquely identify the calculation. The code must be unique. Spaces and special characters are not allowed:
  • QuickRatio (valid)
  • quick_Ratio (valid)
  • quick_ratio_1 (valid)
  • quick-ratio (not valid)
  • quick ratio (not valid)
  1. On the Settings tab, provide a name. Spaces and special characters are allowed.
  2. Provide a unique code for the calculation.
  3. Optional. Provide an short name.
  4. Choose a format
    from the Display As drop-down:
    • Currency (default)
    • Number
    • Percent
  5. Change the Decimal Place. The default is 0.
  6. Optional. Click
    Save
    .
Save after completing each major step (name, build expression, restrict dimensions) to save time in case you need to cancel before completing the calculation.
  1. If you saved at this point, reopen the calculation to continue editing the calculation. From the left panel, click More Icon on the calculation and choose
    Edit
    .

Build the Expression

From the
Expression
 tab, enter an expression using the list of operators and functions.

Restrict Dimensions and Attributes

You can restrict dimensions and attributes on the calculation for restricting filtering and breakdown in charts and drilldowns in view mode. For example, you can restrict the dimensions available from a calculation to the
Product
 and
Location
 dimensions:
Dimensions and Attributes Tab on the Metric Editor
Choose an option for restricting dimensions and attributes available for the chart filters and breakdown in edit mode and for drilldowns in view mode. Options include:
  • Auto: Default. Level dimension only.
  • Custom: All dimensions and attributes are selected. You can choose a mix of dimensions and attributes that are available selection on chart settings and for the drilldown.
  • All: All dimensions and attributes are selected. You can choose dimensions and attributes that are available for selection on chart settings. All dimensions and attributes are available for the drilldown and cannot be changed.
When you add the calculation to a chart and edit the data settings, your selections for filtering are restricted to the dimensions and attributes you chose from the Metric Editor.
If you chose to restrict by
Product
 and
Location
, only these dimensions are available for filtering or for selection when choosing a breakdown by dimension on data series.

Edit a Calculation

You can edit any calculation in
<your instance> Metric
 folder. Hover over the calculation and click More Icon on the calculation and choose
Edit
. You can edit any setting, change the expression, or change dimensions.
Before you make any change, keep in mind that others may be using this calculation in other charts.

Delete a Calculation

Use care when deleting a calculation, they may be used in other charts. Deleting calculations can cause errors or change the analysis on charts that reference the calculation.
You can delete any calculation in
<your instance> Metric
 folder. Hover over the calculation and click More Icon on the calculation and choose
Delete
. A confirmation message displays. Click
OK
 to delete.