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Adaptive Planning
Last Updated: 2023-06-23
Create Calculations in Charts

Create Calculations in Charts

  • List the account codes that you want to use in the calculations.
  • A personal perspective or edit access to a shared perspective.
  • Security:
    Edit Dashboards
     and 1 of these permissions:
    • Admin Access
    • Model includes: sheets, accounts, dimensions, and formulas
    • Edit Company Dashboards
Calculations for charts use expressions that you can create for reuse across perspectives and users. You can add a calculation to charts as a data series.
You store the calculations in the
Dashboard Metrics
 of the
Accounts
 tab, which you can access when the dashboard is in edit mode. You can create subfolders when your instance has many calculations to simplify the browsing process. You can't move the calculation to different folders after you create the calculations.
Before you change or delete existing calculations, keep in mind that others might be using the calculation in their personal and shared charts.
  1. Select
    Dashboards
     from the main menu.
  2. Open a perspective that you can edit.
  3. From the toolbar, click
    Edit
    .
  4. From the left panel, click the
    Accounts
     icon.
  5. From the
    Elements
     tab, click
    Dashboard Metrics
    .
  6. (Optional) Create a subfolder for your calculation.
    1. Hover over the name of the existing folder until the
      Related Actions
       icon displays (3 vertical dots).
    2. Click the
      Related Actions
       icon and select
      Add Folder
      .
    3. Enter a name for the folder and click
      Save
      .
  7. Hover over the folder name where you want to store the calculation until the
    Related Actions
     icon displays.
  8. Click the
    Related Actions
     icon and select
    Add Calculated Metric
    .
  9. As you complete the fields of the
    Settings
     tab, consider:
    Option Description
    Name
    Enter a unique name for the calculation. You can use letters, numbers, and underscores. You can't use spaces or other special characters.
    Code
    Enter a unique code for the calculation.
    Display As
    Select the format of the calculated value. The default is
    Currency
    .
    Decimal Places
    Enter the number of places that you want after the decimal point. The default is 0.
  10. To create the calculation, click the
    Expression
     tab.
  11. In the
    Expression
     field, enter an expression.
  12. Click the
    Dimensions/Attributes
     tab.
    In this tab, you can enable or disable dimensions and attributes for chart filters and breakdown. These capabilities are available when the charts that use the calculation are in edit mode. You can also enable or disable drill-down by dimensions and attributes. The drill-down capabilities are available when the charts that use the calculation are in view mode.
  13. (Optional) From the
    Drill By
     prompt, select an option:
    Option Description
    Auto
    Default. Enable filtering and breakdown by levels only. This option automatically enables drill-down by level in view mode.
    Custom
    Enable and disable specific dimensions and attributes for filtering and breakdown. With this option, you can also enable or disable drill-down for dimensions and attributes that you make available.
    All
    Enable all dimensions and attributes for filters and breakdown. This option automatically enables drill-down for all dimensions and attributes.
  14. Click
    Save
    .
When you create charts, you can drag the calculations into the chart as a data series.