Create a Shared Calculation

Create a shared calculation so that colleagues can reuse it across workbooks.

You can create a calculation directly in the Shared Objects folder in the Data Panel. When you do this, the calculation is created as a shared object, but isn't actually used in your workbook. To use the shared calculation in your workbook, see Use a Shared Filter Group.

When you add a calculation to the Shared Objects folder in the Data Panel, both show green dots on their names to indicate that your changes aren't saved and the calculation isn't yet available from other workbooks.

  1. On your home page, hover over a workbook, click Actions, and select Open.
  2. Display the Visualize pane.
  3. In the Data Panel, right-click to the Shared Objects folder and click Create Calculation.
    Description of sharecalcs2.png follows
    Description of the illustration sharecalcs2.png

  4. Create and validate your calculation.
  5. Click Save.