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.
Number formatting
Calculated members can be formatted using the the controls in the Number Style section of the Home design panel.
A range of standard formats are available in the Number format dropdown, or you can select the Custom format to specify your own format for positive, negative, zero, and text values.
Display units, decimal places, and the currency symbol can also be specified for number formats that support them.
If Red negatives is switched on, negative values will be displayed in red.
Calculated member number formatting provides the default Cube format for when the member is used in other analytics, but it may not take effect if the member is combined with other members in a formula, or if the formatting is overridden in the other analytic.
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, choose the Save As… option from the Resource Options menu. From the Save As popup that appears, you can expand any calculated member entry and select the Save here… option.