Rollup Calculations

By rolling up calculations, you can more easily analyze groups of categories within the same dimension. When you apply the rollup function, you create a new calculation that applies the rollup function (either add, minimum, maximum, or weighted average) defined for the measure used by the selected categories.

For example, the Course Pro line includes products from more than one category in Golf Equipment. You create a report that includes only the Course Pro products and then add a rollup calculation to determine the overall profit margin for each quarter.

Figure 1. Report with rollup calculation
report with rollup calculation

When you drill up or drill down on one of the selected categories included in the rollup calculation, the calculation is recalculated.

You can perform rollup calculations on subsets.

Procedure

  1. Select the categories to include in the rollup calculation.

    Selected categories must be from the same dimension and must all be of the same display type (that is, all rows, all columns, or all layers).

    If the selected categories involve more than one measure, the function defined for the first measure is used in the rollup calculation.

  2. From the Calculate menu, click Rollup.
  3. In the Label box, type a name for the category and click OK.