Calculated Members
Overview
Calculations like financial percentages, net amounts, overdue amounts etc. are often needed in multiple company reports.
A Calculated member is a reusable formula whose value is calculated using other member values, mathematical calculations and logical operations. The member is dynamically calculated at the time of use.
Besides usability, a great benefit of calculated members are that if the calculation changes, all reports using the formula are automatically updated. It also makes maintaining reports much easier.
Resource properties will also indicate which reports and other resources are dependent on this particular calculated member.
Calculation order
The calculation order of a calculated member can be specified using the Calculation Order input, with the same effect as specifying the calculation order of a Custom Formula function. See Analytic functions - Calculation order for more information.
Expandable Calculated Members
Expandable calculated members can be used in analyses, allowing you to dynamically create a reusable hierarchy (of two or more levels) using the Data Hub calculated members and named set resources. This type of calculated member relies on a calculated member resource and a named set resource, which has to be saved within the calculated member resource.
Creating Expandable Members
Expandable calculated members are created by saving a named set under an existing calculated member. Either of the following two methods can be used:
- From the Resource Explorer - Create the named set that will be used, and move it under the calculated member using the Resource Explorer's Cut and Paste functionality.
- Using the Save As feature - With the named set resource open, click the Save As button on the Homeribbon. From the Save As dialog box that appears, you can expand any calculated member entry and select the Save here option.