Matrix – Calculations

 

The Calculations tab is where you can create calculations specific to this matrix.

 

 

 

 

§ Click the Add (+) button to add a new calculation.

 

§ The Edit (Pencil) button will let users edit a selected row.

 

§ Remove (X) will remove a selected row.

 

NOTE: The BI Tool does not save any changes until you click ‘OK’ or the Checkmark icon.

 

Select the column and click Edit (or click Add to create a new column) then the Edit Calculated Column dialog will open.

 

 

§ Column Title and Formula are required.

 

§ Insert Field allows users to select fields that are available within this data source.

 

§ Insert Operator will allow for selection of useful functions.

 

§ Users can manually type in a formula if they know the field names and functions. SQL functions and operators are allowed in a formula, which is dependent on your SQL server version.

 

§ The Verify button checks for syntax (i.e., spelling of fields, the use of operators.)

 

§ Once created, the field will be available to select as a column for display in the report.