• Metric Reports for Web
  • Dashboard for Web

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    • Web Dashboard - Designer Mode
      • Creating a Dashboard
      • Providing Data
        • Create a New Data Source
        • Connect to an Existing Data Source
        • Dashboard Data Source Wizard
          • Specify Data Source Settings (Database)
          • Specify Data Source Settings (JSON)
          • Specify Data Source Settings (OLAP)
        • Query Builder
        • Preview Data
        • Manage Data Sources
        • Working with SQL Data Sources
          • Manage SQL Queries
          • Filter Queries
          • Pass Query Parameters
          • Stored Procedures
        • Filter Data Sources
        • Calculated Fields
        • Data Inspector
      • Adding Dashboard Items
      • Binding Dashboard Items to Data
        • Binding Dashboard Items to Data in the Web Dashboard
        • Hidden Data Items
        • Binding Dashboard Items to Data in OLAP Mode
      • Designing Dashboard Items
        • Chart
          • Providing Data
          • Series
          • Panes
          • Interactivity
          • Legend
          • Axes
          • Orientation
        • Scatter Chart
          • Providing Data
          • Interactivity
          • Legend
          • Axes
          • Orientation
          • Labels
        • Grid
          • Providing Data
          • Columns
          • Interactivity
          • Conditional Formatting
          • Totals
          • Layout
        • Pies
          • Providing Data
          • Interactivity
          • Layout
          • Labels
          • Style
        • Cards
          • Providing Data
          • Layout
          • Delta
          • Sparkline
          • Formatting
          • Interactivity
          • Cards Arrangement
          • Conditional Formatting
        • Gauges
          • Providing Data
          • Delta
          • Gauge Scale
          • Interactivity
          • Layout
          • Style
        • Pivot
          • Providing Data
          • Interactivity
          • Conditional Formatting
          • Layout
          • Expanded State
        • Choropleth Map
          • Providing Maps
          • Providing Data
          • Delta
          • Map Navigation
          • Interactivity
          • Labels
          • Legend
        • Geo Point Maps
          • Map Types Overview
          • Providing Maps
          • Geo Point Map
            • Providing Data
          • Bubble Map
            • Providing Data
            • Legends
          • Pie Map
            • Providing Data
            • Pie Options
            • Coloring
            • Legends
          • Clustering
          • Map Navigation
          • Interactivity
          • Labels
        • Range Filter
          • Providing Data
          • Series
          • Interactivity
          • Predefined Periods
        • Date Filter
        • Images
          • Image Overview
          • Providing Images
          • Interactivity
          • Image Settings
        • Text Box
        • Treemap
          • Providing Data
          • Interactivity
          • Layout
          • Grouping
          • Coloring
          • Labels
        • Filter Elements
          • Filter Elements Overview
          • Providing Data
          • Interactivity
        • Dashboard Item Group
        • Tab Container
      • Data Shaping
        • Summarization
        • Grouping
        • Sorting
        • Filtering
        • Top N
        • Formatting Data
      • Interactivity
        • Master Filtering
        • Drill-Down
        • Neutral Filter Mode
      • Appearance Customization
        • Conditional Formatting
        • Coloring
        • Themes
      • Data Analysis
        • Aggregations
        • Calculations
        • Dashboard Parameters
          • Creating Parameters
          • Passing Parameter Values
          • Requesting Parameter Values
        • Expression Constants, Operators, and Functions
      • Converting Dashboard Items
      • Dashboard Layout
        • Dashboard Title
        • Dashboard Item Caption
        • Dashboard Items Layout
      • Undo and Redo Operations
      • Saving a Dashboard
      • Opening a Dashboard
      • Exporting
      • UI Elements
        • Toolbox
        • Dashboard Surface
        • Dashboard Menu
        • Dashboard Item Menu
        • Data Item Menu
    • Web Dashboard - Viewer Mode
      • Data Presentation
        • Data Presentation Basics
        • Master Filtering
        • Drill-Down
        • Dashboard Layout
      • Mobile Layout
      • Dashboard Parameters
        • Requesting Parameter Values
      • Exporting
      • Dashboard Items
        • Chart
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Scatter Chart
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Grid
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Pies
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Cards
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Gauges
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Pivot
          • Exporting
        • Choropleth Map
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Geo Point Maps
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Range Filter
          • Exporting
        • Image
          • Exporting
        • Text Box
          • Exporting
        • Treemap
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Filter Elements
        • Tab Container

    Calculations

    Window calculations provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as computing running totals, percentages of totals, differences, etc.

    To create a window calculation, invoke the Bindings menu and click the required measure. In the invoked Data Item Menu, go to Calculations and select one of the available calculations.

    WebDashboard_CalculationsMenu

    • Percent of Total
    • Running Summary
    • Difference
    • Percentage Difference
    • Moving
    • Rank
    • Custom

    After you have selected the required calculation, you can change its default settings by clicking the Edit button (the wdd-icon-edit-collection-value-item icon). This invokes the special window containing common and specific calculation settings:

    Percent of Total

    A calculation is used to compute a percentage of the total for the specified measure across a window.

    WebDashboard_Calculations_PercentOfTotalSettings

    • Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.
      • For the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.
      • For the Specific window definition, you can manually specify the set of dimensions that fall into the window.
    • Expression displays an expression generated for the current calculation. To change the expression, click Edit.

    In the Grid below, Percent of Total is applied to a fourth column to show a contribution of individual quarterly sales to total sales.

    WebDashboard_Calculations_PercentOfTotalExample

    Running Summary

    Can be used to compute a cumulative total for the specified measure across a window.

    WebDashboard_Calculations_RunningSummarySettings

    • Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.
      • For the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.
      • For the Specific window definition, you can manually specify the set of dimensions that fall into the window.
    • Summary Type - Specifies a summary function used to apply a calculation.
    • The Expression displays an expression generated for the current calculation. To change the expression, click Edit.

    In the Grid below, the Running Total is applied to a fourth column to display cumulative sales across all quarters.

    WebDashboard_Calculations_RunningTotalExample

    Difference

    Can be used to compute the difference between measure values across a window.

    WebDashboard_Calculations_DifferenceSettings

    • Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.
      • For the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.
      • For the Specific window definition, you can manually specify the set of dimensions that fall into the window.
    • Target - Specifies the value used to calculate the difference. The following values are available: Previous, Next, First and Last.
    • Difference Type - Specifies whether the absolute or percentage difference is calculated.
    • Expression displays an expression generated for the current calculation. To change the expression, click Edit.

    In the Grid below, the Difference is applied to a fourth column to show absolute differences between quarterly sales.

    WebDashboard_Calculations_DifferenceExample

    Percentage Difference

    A calculation is used to compute the difference in percentages between measure values across a window.

    WebDashboard_Calculations_PercentageDifferenceSettings

    • Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.
      • For the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.
      • For the Specific window definition, you can manually specify the set of dimensions that fall into the window.
    • Target - Specifies the value used to calculate the difference. The following values are available: Previous, Next, First and Last.
    • Difference Type - Specifies whether the absolute or percentage difference is calculated.
    • Expression displays an expression generated for the current calculation. To change the expression, click Edit.

    In the Grid below, Percentage Difference is applied to a fourth column to show percentage differences between quarterly sales.

    WebDashboard_Calculations_PercentDifferenceExample

    Moving

    The Moving calculation uses neighboring values to calculate a total.

    WebDashboard_Calculations_MovingSettings

    • Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.
      • For the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.
      • For the Specific window definition, you can manually specify the set of dimensions that fall into the window.
    • Summary Type - Specifies a summary function used to apply a calculation.
    • Start Offset/End Offset - Specify start/end offsets from the currently processed value. For instance, if you specified offsets as 1/1, the previous and next values will be used along with the current value to apply the Moving calculation.
    • The Expression displays an expression generated for the current calculation. To change the expression, click Edit.

    In the Grid below, a Moving calculation is applied to a fourth column to show a moving average across all quarters.

    WebDashboard_Calculations_MovingAverageExample

    Rank

    Use the Rank calculation to compute rankings for the specified measure across a window.

    WebDashboard_Calculations_RankSettings

    • Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.
      • For the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.
      • For the Specific window definition, you can manually specify the set of dimensions that fall into the window.
    • Rank Type - Specifies the type of ranking. The following ranking types are available: Unique, Competition, Dense, Modified and Percentile.
    • Rank Order - Specifies the order of ranking. You can select Ascending or Descending.
    • The Expression displays an expression generated for the current calculation. To change the expression, click Edit.

    In the Grid below, a Rank calculation is applied to a fourth column to show a ranking of sales for individual quarters.

    WebDashboard_Calculations_RankExample

    Custom

    Use Custom to specify a custom calculation by adding the required calculation functions inside the measure expression.

    WebDashboard_Calculations_CustomSettings

    • Window Definition specifies a window that limits measure values participating in a calculation. You can choose between the Predefined and Specific window definitions.
      • For the Predefined window definition, you can specify the Definition mode that depends on the dashboard item type.
      • For the Specific window definition, you can manually specify the set of dimensions that fall into the window.
    • The Expression allows you to change the expression for the current measure. To change the expression, click Edit.
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