Entering Calculated Data Values for a Measure

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.