In this article:

Setting Up Calculated Indicators

Adding Private Dimensions of Indicators

Setting Up Filtering by Dimensions

Setting Up Calculation Block

Adding Control Blocks

Dimension Aggregation

Adding Calculated Indicators

When setting up indicators structure in the table area wizard of data entry form add calculated indicators to calculate and control data using value formulas based on dictionary initial values. Calculated indicator is an indicator including all sidehead dimensions and shared heading dimensions.

NOTE. When creating formulas for calculated indicators, one can use previously created indicators.

To add a calculated indicator, click the Add button on the Calculated Indicators panel. After executing the operation the indicator with a calculated block is added:

By default, new indicators are added with the Indicator name to the end of the list.

Duplicate indicator

Rename indicator

Change order of indicators calculation

Delete indicator

To display calculated indicators in heading, drag and drop them to the Data Entry Form Indicators area to any place of the list. Calculated indicator is added to the table area with the General number format. To change number format, use the drop-down list in the Number group on the Format ribbon tab.

On changing data in cells participating in calculated indicator calculation, the indicator value is recalculated.

Setting Up Calculated Indicators

To set up calculated indicators:

  1. Add private dimensions of indicators.

  2. Set up filtering by dimensions.

  3. Set up calculation block.

  4. Add control blocks if required.

  5. Set aggregation for dimension levels.

Adding Private Dimensions of Indicators

To add private dimensions of indicators, which values are to be used in calculation, select the Select Dimensions item in the indicator's context menu. The dialog box to select private indicators dimensions opens:

The dialog box displays all for indicators with private dimensions.

Select he checkbox next to the dimensions that will be used for calculation. If the same dimension is used in several indicators, the checkbox will be selected automatically to all indicators of this dimension where it is present. Finish dimension selection, click the Finish button.

The selected dimensions will be displayed under calculated indicators.

Setting Up Filtering by Dimensions

To limit the elements, by which calculation is to be executed, set filters by dimensions using the Filters by Dimensions item in the indicator's context menu. The dialog box for setting up data consumer dimensions filtering by elements opens:

By default, all dimensions of calculated indicator has full selection: formula of calculated element applies to all sidehead elements, general dimensions of heading and private dimensions, if they were added. To fix one dimension element, deselect the checkbox of the dimension. In the Fix Selection dialog box that opens, select dimension element. The selected element can be changed on formula setting. If the checkbox was deselected, on its selection the warning message is displayed indicating that dimension selection defined in formulas will be deselected.

To set up filtering of selected data consumer dimensions:

The Set Up Filtering dialog box opens where filtering settings can be defined. For details see the Setting Up Consumer Dimension Filtering section.

Deselect the Multithreaded Calculation checkbox to speed up calculation block calculation that is calculated in one second or faster. When the checkbox is deselected, single-threaded calculation is executed. If calculation takes too long, select the Multithreaded Calculation checkbox to speed up calculation block calculation. Multithreaded calculation is available in systems with multicore processors (the number of threads is equal to the number of processor cores).

Setting Up Calculation Block

A calculation block is created automatically when an indicator is added. To set up calculation block formula, select the Formula Editor item in the block's context menu or double-click the block. The Formula Editor dialog box opens where the calculation formula can be set up. All indicators, including calculated indicators of table area, are available for use in formulas. All data entry parameters are available in dimensions on setting up the selection. If dimension selection was fixed, then dimension element specified on fixation can be changed in breadcrumb. For details see the Setting Up Calculation Formulas article.

NOTE. A calculated indicator can contain only one calculation block that cannot be moved or deleted.

To rename the calculation block, select the Rename item in the block's context menu or click the its name on the panel.

Adding Control Blocks

To add a control block in the calculated indicator, select the Add Control Block item in the indicator's context menu. There may be several control blocks, each of which containing a formula to control calculated data.

Set up formatting style

Duplicate control block

Reorder control blocks

Delete control block

To rename the calculation block or control block, select the Rename item in the block's context menu or click the name of the selected block on the panel.

To set up control block formula, select the Formula Editor item in the block's context menu or double-click the block. The Formula Editor dialog box opens where the calculated data check formula can be set up. All indicators, including calculated indicators of table area, are available for use in formulas. All data entry parameters are available in dimensions on setting up the selection. If dimension selection was fixed, then dimension element specified on fixation can be changed in breadcrumb. For details see the Setting Up Calculation Formulas article.

Dimension Aggregation

To merge dimension data by levels, use data aggregation. To do this, select the Dimension Aggregation item in the calculated indicator context menu. The Dimension Aggregation dialog box opens where set up aggregation method:

The dialog box displays all sidehead dimensions, shared indicators dimensions that were previously added, and their levels.

Set aggregation method:

Select data aggregation method in the drop-down list of the Aggregation Method column:

See also:

Setting Up Table Area | Setting Up Indicators Structure | Advanced Settings of Indicators Structure