Table & Quick Calculations

In Report V2 for Table-type Visualization reports we also have an important feature called Table Calculations.

Table Calculations

It allows you to perform certain out-of-the-box calculations on the result set (output) of your data. You can choose between various types of calculations depending on the needs of your analysis.

It has the following types of Calculations:

• Running Column Total: It will create a new calculated column having a running total for the selected measure column.

• % of Column: It will create a new calculated column having column % wrt the column total value for the selected measure column.

• Rank of Column: It will create a new calculated column showcasing the Rank of each column value within the selected measure column. (Largest Value being rank 1 and smallest value being the highest rank value)

• % of previous row: It will create a new calculated column having a relative percentage value of the current row with respect to the previous row value.

• % of next row: It will create a new calculated column having a relative percentage value of the current row with respect to the next row value.

How to Apply Table Calculations:

• First, you need to go to the Format Panel and then click on the Table Calculations section.

• Now you need to click on the +Add Calculation button.

• A new Add Table Calculation window will open up.

• You now need to select the Calculation type like Running Column Total, % of Column, etc. as per your need.

• Select the Input Column using which you need to add the Table Calculation.

• Now you need to give a Name to the selected Table Calculation as per your requirement.

• Specify the Format and Decimal Places of the calculated data values for the selected Table Calculation.

• Now you can give a Description for this Table Calculation if you want. (Optional)

• Click on the Add button to add your Table Calculation to your Tabular Report.

Quick Calculations

Similar to the table calculations for the table-type visualizations, you can plot calculations on charts as well. Quick calculations can be used from the build setting of the charts. When an aggregated value is present, the option to Add quick calculation can be used. The calculation types remain similar to what we have for table calculations as discussed above.

For eg: Say you want to plot a column chart with the Region on the x-axis and the % contribution of each Region to the Revenue numbers.

• Drop Region onto the x-axis of the column chart settings and InvoiceValue to the Y-axis.

• By default Sum as an aggregation would be applied to InvoiceValue.

• Click on the expand icon to reveal the options on InvoiceValue added.

• Click on Add Quick Calculation, and choose % of the column as the calculation type.

• Run your tab to get the desired column chart.