Add Calculations

You can create a custom calculation that combines rows or columns to obtain a new item.

You can perform the following types of calculations:

  • Arithmetic: add, subtract, multiply, divide, exponentiate
  • Percentage: percent, percent of base, cumulative percent, percent growth
  • Analytic: average, median, maximum, minimum, percentile, rollup
  • Financial: forecast, accumulate

For example, if your report shows quarters for the year, you can add new items showing the cumulative percentage that each quarter contributes. After a new calculated category is added, you can add other calculations using an existing calculated category.

Procedure

  1. Select the row headings or column headings for which you want to perform a calculation and click the calculation button calculation icon.
    Draft comment:
    Graphic: calc_btn.gif
  2. In the Operation Type box, select the type of calculation.
  3. In the Operation box, select the calculation.
  4. In the Calculation Name box, type a name for the calculation.
  5. In the Includes Categories box, select the categories you want to include in the calculation.

    Decide whether you want to include or exclude zero-suppressed categories in your calculation. Suppressing zero values while still including them in your calculation may confuse other consumers of your report.

  6. If you want to use a constant in the calculation, select the check box beside Number and type the constant.
  7. If you want to move the calculation, select the Movable check box.
  8. Click OK.

Results

The new calculated category appears in italicized text in the display.