Calculations
Notes:
Web is currently in feature preview and as such documentation for this feature is still work in progress
Calculations are custom formulas that can be used to create new members for use in dashboards. These powerful tools allow users to perform custom calculations using existing data members and arithmetic operators to create derived metrics.
Types of Calculations
There are two types of calculations available in xpna:
Centralized Calculations - Created and managed in the Calculations section, these calculations are workspace-wide resources. When changed, they affect all dashboards that use them. These calculations are ideal for commonly used metrics that need to be consistent across multiple dashboards.
Ad-hoc Calculations - Created at the dashboard widget level, these calculations live with the specific dashboard. They are useful for one-off metrics that are specific to a single dashboard or widget.
This documentation focuses on centralized calculations managed through the Calculations page.
Overview of the Calculations Page
The Calculations page is divided into two main areas:
Calculations List - Located on the left side, this panel displays all available calculations in the workspace, showing the calculation name and the number of dashboards using each calculation.
Calculation View/Edit Panel - Located on the right side, this panel displays the details of the selected calculation, including its name, format, and formula.
Accessing Calculations
Calculations can be accessed from the Web interface navigation menu. Users with appropriate permissions can view all workspace calculations, while workspace administrators can also create, edit, and delete calculations.
Note:
Only workspace administrators can create, edit, or delete centralized calculations. All users can view calculations and use them in their dashboards.
Key Features
- Search and Filter - Quickly find specific calculations using the filter input at the top of the calculations list.
- Usage Tracking - See how many dashboards are using each calculation to understand dependencies before making changes.
- Formula Editor - Build complex formulas using an intuitive interface that supports member selection, arithmetic operators, and parentheses.
- Number Formatting - Apply custom number formatting to control how calculation results are displayed.
Next Steps
- Learn how to create and manage calculations
- Understand how to build calculation formulas