How Totals are Calculated

Here's how values are subtotaled and totalled:

• Subtotals are calculated based on factors that your administrator set, such as the member hierarchies, member properties, and the logic of the hierarchy.

• To recalculate subtotals, click Save. If the Calculate Form rule is selected to launch during Save, all subtotals are recalculated based on their members’ aggregation properties and the form’s design.

• Saving data calculates members that are set to dynamically calculate, excluding the bottom-most (level-0) members.

• Calculations are based on the stored (not the displayed) values. Displayed values might be based on scaling or precision settings.

• Only displayed members are calculated. If you have read but not write permission to some members, then subtotals correctly include their values even if they are read-only.

  See also Adjusting Cell Values and How Spreading Data Works.