Creating Calculated Measures

When you create a calculated measure, you define the fields and basic operators for your calculation. All calculated measures need a name and a valid definition. As you create your calculated measure, a message at the bottom of the editor tells you if the definition is valid. If the definition isn't valid, an error icon appears next to the line with validation errors. Hover over the icon to see how to fix it.

After you create your measure, you can edit or delete it from the Layout panel of the chart or pivot table.

To create a calculated measure:

1. On a pivot table or chart, click Create Calculated Measure from the Layout panel. Alternatively, from within a pivot table, click the Field Menu icon next to the field that you want to use in your calculated measure and select Create Calculated Measure.

   The calculated measure editor appears with instructions on how to set up your calculations.

2. In the Name field, enter the name of your calculated measure.

3. Add fields to the editor:

   • Drag fields from the Dataset Panel to the Definition field. In visualizations based on linked datasets, you can switch between the fields within each dataset by clicking the dataset name.

   • In the Definition field, start typing the field names.

   Fields you use in your calculated measure are highlighted in blue in the Dataset panel.

4. Add calculation operators:

   • In the Definition field, type a basic operator such as plus (+), minus (-), multiplied by (*), divided by (/), or parenthesis ().

   • Press Ctrl + Space to display all options and select an operator.

5. (Optional) To make changes to one of the fields used in the definition, click the Field Menu icon . The following options appear:

   • If you want to change the aggregate function of the field, select a different function from the list.

   • If you are working with fields that have values in multiple currencies, select Currency... to view the consolidation and conversion options. For more information, see Currency Conversion in Workbook.

6. (Optional) To remove a field from the definition, place the cursor next to the field and press Backspace, or click the Field Menu icon and select Remove.

7. Click Apply to add the calculated measure to your pivot table or chart.

   Your calculated measure appears in the list of measures in the Layout panel with a Calculator icon .

8. On your pivot table or chart, click the Refresh icon to see the results of the calculated measure in the viewer.

Related Topics

• Working with Calculated Measures
• Calculated Measure Editor

General Notices