Note: To learn the foundations of calculated measures, we recommend reading the article on creating calculated data before reading this article.
In addition to the standard calculation types of Sum, Average and Ratio, Scorecard provides several types of calculations related to time periods rather than to multiple disaggregated measures.
The Accumulate and Sub-Annual Child calculations are each based on one disaggregated measure only.
These calculations are typically used to track monthly or quarterly data, and get a total or year-to-date count or average for those values. As with non-accumulated calculations, the aggregated and single disaggregated measure must have the same reporting frequency.
Actual and target values cannot be entered manually for an accumulated calculation, because these values are based on the disaggregated measure. If a non-calculated measure with actual and / or target data is then changed to calculated, all existing values will be deleted.
- Accumulate Sum calculations produce a running sum, and are most commonly used with currency and count values.
- Accumulate Avg calculations produce a running average, and are mostly commonly used with percentages and rates.
- Accumulate YTD calculations take data over the course of a year, resetting at the start of each year.
- Accumulate Total calculations take data across all time periods, with no reset.
- Sub-Annual Child calculations are intended to turn monthly, quarterly, or half-year measures into one annual value. The aggregated measure must have annual reporting frequency, and its disaggregated measure must have a frequency higher than annual.
In this example, the disaggregated measure is “Social Media Monthly Ad Spend,” showing money spent each month.
The aggregated measure is “Social Media Ad Total Spend,” calculated as Accumulate Total Sum. The aggregated measure is listed under Relationships, and the data shows the accumulated total of money spent so far.
