As opposed to manually entering measure data, a calculated measure uses a mathematical formula to calculate values, based on data from other measures.
In this example, a calculated measure will be created as an indicator, to determine the percent of students who graduate high school on time.
This calculation will be based on two other measures: the total number of on-time graduates, and the total number of high school seniors. These two measures must already exist as indicators in the system, even if they are not included in any scorecard container.
View the indicator for which the calculated measure is to be created. By default, measures are listed as Not Calculated. To change this, click the measure’s Edit icon.
Open Data Properties and choose the Calculation Type, or you can create a custom equation. In this example, because the desired result is a percentage, the calculation type is Ratio x 100. If you’ll want to compare calculated data with target values, be sure to enable Manual Targets.
Click Save, and the calculation type is listed in the indicator description. To create the calculation, click Edit Data.
Click Add Existing Measure.
From the list of available measures, choose the ones needed for the calculation. Tags can be very helpful for filtering this list. Keep in mind that reporting frequency for all selected measures must match. In addition, for some calculations, selection order is important. In this example, because the calculation is a ratio, the measure for graduates must be selected before the measure for total students. (If you get the order wrong, it can be fixed during editing, which will be shown farther on.) Click the green check at the top right to continue.
After the system completes the calculations, the graph displays the calculated values for each time period. Under Data on the right, you can see the current actual value, as well as all data points just below.
Farther down, under Relationships, the measures used for this calculation are listed as disaggregated measures.
If you need to change the order of measures, or enter manual target values, click Edit Data at the top right of the graph. In the Data section, you can reorder measures by dragging and dropping a measure by its three-dot icon. Target values can be entered in the table just below, if enabled in Data Properties. Be sure to save if you make changes.
When an indicator or performance measure has calculated data values, its icon has a dot. A green dot means that calculations were created with no issues, and a red dot means that there may be missing data or another reason that all calculations could not be completed.
Editing Disaggregated Values in Scorecard View
For calculated parent measures, users can access a shortcut to update disaggregated measures included in the parent measure calculation by clicking on the icon to the right of the parent measure name and selecting "Edit Disaggregated Values" option.
After clicking the "Edit Disaggregated Values" option, the user will be taken to the edit page where they will see all of the disaggregated measures available to update.
In the "Edit Disaggregated Values" view, measures that are available to edit will display a "+" (plus) symbol to the left of their name which will allow the user to expand that measure and access the data grid. Measures that are not available to edit, because they are used in other calculations or because they are also included in a different scorecard that is locked for data entry, will show a "Not Available" notice instead of a "+" symbol.
Once the user has clicked the "+" symbol next the section they want to edit, the data entry grid will display and the user can make any necessary updates. The user will need to click the "Save" button that aligns on the right with the disaggregated measure they are editing to save their entries for that particular measure. The user can have more than one section expanded at a time when in the "Edit Disaggregated Values" view.
When the user has finished updating and saving all disaggregated values for the child measures in the "Edit Disaggregated Values" view they can click the "Back to Scorecard" button at the upper right hand corner of the page. The user will be reminded to save all sections where they have made updates so they do not lose their work and then they will be asked to confirm that they want to exit. The "Edit Disaggregated Values" view will not automatically save when the user exists so the user will need to be sure to save the updated data for each measure so they do not lose any of their work.
Once the user returns to the scorecard page the container will refresh and update the displayinng column data automatically.