Creating calculation rules

To create a calculation rule:

  1. Select Configuration > Common > Measures > Calculation Rules.
  2. Click New, and select Simple Rule or Expert Rule.
  3. Specify this information:
    Measure
    Specify the measure code on which the calculation is based.
    Module
    Specify the module in which the calculation rule is defined. You can use multiple calculation rules for a module.
    Calculation Sequence
    Specify an integer value that indicates the order of calculation for the rules, wherein the first value is 1, followed by the subsequent calculations . This value must be unique to each module. The calculation sequence is used to ensure that calculation dependencies from other measures are correctly established prior to being used.
    Tags
    The tag linked to a calculation rule. Select from a list of pre-defined tags displayed in the Tags window. You can link one or more tags to a calculation rule. This option is used to group common elements, which can be linked to entities such as measures or worksheets.
    Calculation Scope

    The level of the dimension hierarchies at which the calculation is performed before being aggregated or prorated to other levels, if applicable. Specify one of these values:

    • All Elements: The calculation is performed at all levels of the dimension hierarchy.
    • All Base Elements: The calculation is performed at the base (lowest) levels of the dimension hierarchy and aggregated to other levels.
    • All Consolidated Elements: Base data is aggregated to consolidated levels of the dimension hierarchy where the calculation is performed.
  4. Based on your selection, specific options are available. If you select Simple Rule, specify this information:
    Left Measure
    Specify the first measure that is used in this calculation.
    Operator
    Specify the type of calculation to be performed
    Right Measure
    Specify the second measure that is used in this calculation.
    Note: If you select Expert Rule, specify the entire calculation rule in the text box. Optionally, provide a description explaining the reasons for the rule and the required variables.
  5. To save the new calculation rule, click Submit. Otherwise, click Cancel.