Users have the ability to add custom calculations and reorder columns in all data analysis cubes.
Open your analysis cube and click on the Summary settings button in the upper left of the screen.
Open your analysis cube and click on the Summary settings button in the upper left of the screen.
The Summary settings screen controls column visibility, allows for reordering of columns, and is where users can create their own custom columns.
1. Column Visibility
Uncheck any column names that you do not wish to see. Most cubes have columns that are not on by default. Check the columns you wish to show.
2. Reorder Columns
Click and hold the mouse button on the column you wish to change the order of. Drag the column above or below the other columns to the position in which you would like it to appear.
3. Add a Custom Calculation
Click on the Add new calculated summary button in the upper left of the Summary Settings dialog. Type the names of the columns that you wish to work with and the operator.
Here are some examples:
1. Column Visibility
Uncheck any column names that you do not wish to see. Most cubes have columns that are not on by default. Check the columns you wish to show.
2. Reorder Columns
Click and hold the mouse button on the column you wish to change the order of. Drag the column above or below the other columns to the position in which you would like it to appear.
3. Add a Custom Calculation
Click on the Add new calculated summary button in the upper left of the Summary Settings dialog. Type the names of the columns that you wish to work with and the operator.
Here are some examples:
| Apply a 4% commission to all Sales column items in Sales and Commission Analysis. What is the average per unit sales? What is the average deal size for a campaign (filtered to look at just opportunity activity types)? Show what a 25% growth in sales would look like. | ("Sales" * .04) ("Sales" / "Quantity") ("Activity Amount" / "Activity Count") ("Sales" * 1.25) |
4. Change an Existing Calculation
To change a calculated column, click the Edit Formula button. From here you can double-click on column elements to bring them up into the calculation area. You can also type the names of columns directly into the calculation. All standard operators work, such as +, -, *, and / (for division addition, subtraction, multiplication, and division, respectively).
For example, in the Sales and Commission Analysis cube, the Commission Rate column is "Sales" / "Commission".