Calculations (logic)
Steps for managing calculations in calculation groups.
To view the Calculations associated with each Calculation Group, select the appropriate Calculation Group. The Calculations list changes as you click each group.
Refine the Calculations list to your preference
Click Filters to access search fields and Filters.
- Use the search fields for Advance Search, Name and Description to search the Calculations list on a specific search parameter.
- Use the Type, Period Tag filters to refine the list based on the filter selections. You can also select the KPI and AI Result toggles to filter results with that include those items.
- To delete the filter and search field and filter data and selections, click Clear Filters.
List of calculations
The list displays the following information for each Calculation:
- Name - A name by which the calculation can be referenced by other calculations. Calculations are processed in the order determined by the calculation engine.
- Type - The data type of the calculation:
- Integer
- Decimal
- Percentage
- Currency
- Description - A brief explanation of the calculation. Best practice is to refer to the operator (e.g. x/+-%) and inputs (Sales Forecast, Transactions etc.)
- Period - What period the calculation refers to:
- Hourly
- Daily
- Weekly
- Monthly
- KPI - Output of calculations that are toggled on as KPIs will be displayed for each model iteration.
- AI Results - Indicates whether the calculation is determined by AI.
- Tags - Can be created under Admin > Setup > Tags. Tags can be referenced within calculations to sum all calculations with a particular tag, or used in the data views for reporting purposes.
- Budget Field - If the calculation has been linked to a particular budget field (under Calculations > Budget Fields) then the associated Budget Field will be displayed here.
Work with calculation groups
An overview of calculation groups.
The Calculation Groups list displays all of the Calculation Groups in the system. Calculation Groups contain a set of calculations, and are processed in the order determined by the calculation engine.
A folder icon with a count of the calculations associated with each group appears in the information bar of each group.
View Properties
To view the following information about each Calculation Group, click Properties:
- Description
- Calculation Group Form — The form used to configure the calculation group.
- Color
- Planning — Indicates whether this calculation group is ran for strategic scenarios.
- Operational — Indicates whether this calculation group is ran for operational scenarios.
Add a calculation to a calculation group
Click Add Calculation to opens the Calculations Form to enter information for creating a new calculation.
- Enter a name and description.
- Select a type.
- Integer
- Decimal
- Percentage
- Currency
- Select a period.
- Select the appropriate group.
- Select one or more tags. Tags can be referenced within calculations to sum all calculations with a particular tag, or used in the data views for reporting purposes.
- Select KPI to indicate whether a total value for the calculation is displayed on the iteration screen to help compare iterations.
- Select AI Results to indicate whether the calculation is determined by AI.
- Click Save.
Adjust a calculation
Use the Adjust icon to configure the calculation for Calculation inputs. At a minimum, each calculation requires two or more input values and an operator.
Options
-
Add an offset. When using another calculation as an input you can apply a period offset to use the value from a different week compared to the current week being processed.
-
Assign a profile for converting the period of a calculation. For example, from Week to Day.
Profiles need to be set up in the Profile tab of the Budget section. You can also add and edit cases for each calculation.
- From the dropdown, select one of the following operators:
- Add
- Subtract
- Multiply
- Divide
- Ratio %
- Sum Tag - Requires only one input.
- Min
- Max
- Round — Rounds an input (attribute or calculation) to a whole integer. The system determines whether to round up or down based on a second input of a 'rounding threshold.' The rounding threshold represents the percentage of the next integer which must be calculated before rounding up.
Example of calculation with inputs
This example takes the calculation output of Customer Service Costs and rounds it to the nearest whole integer. In this case, the output of the calculation will be rounded to the nearest whole integer.
Calculation setup
-
Round
-
Global Setting:
Rolled Up Headcount Threshold: .05 (Decimal)
(0.5 or 50% = nearest) -
Input Calculation:
Customer Service Costs (CURRENCY)
The following table shows how different rounding thresholds impact different input values:
Rounding Threshold
This table shows how different rounding thresholds impact different input values.
Round up only when output is at least...
0.5 or 50%
0.25 or 25%
0.75 or 75%
0 or 0%
1 or 100%
...of the next integer is calculated
10.1
10 ↓
10 ↓
10 ↓
11 ↑
10 ↓
↑ Rounded Up ↓ Rounded Down
10.25
10 ↓
11 ↑
10 ↓
11 ↑
10 ↓
10.5
11 ↑
11 ↑
10 ↓
11 ↑
10 ↓
10.75
11 ↑
11 ↑
11 ↑
11 ↑
10 ↓
10.9
11 ↑
11 ↑
11 ↑
11 ↑
10 ↓
-
- Click (+) to add one or more inputs.
- A row appears to configure the new input. Click in the new row and select the appropriate inputs. Inputs are predefined attributes. You can select as many inputs needed to calculate your data to suit your needs.
- Calendar
- Driver Value
- Global Setting
- Calculation
- Attribute
- Standard
- To add more inputs, click (+) and repeat steps 2a.
- Click Save .
- A row appears to configure the new input. Click in the new row and select the appropriate inputs. Inputs are predefined attributes. You can select as many inputs needed to calculate your data to suit your needs.
- Click (+) to add a Nested Calculation to the same case. For example, the system can multiply the result of a sum of two inputs by another input.
- Select an operator.
- Add
- Subtract
- Multiply
- Divide
- Ratio %
- Sum Tag
- Min
- Max
- From the dropdown, select one of the following operators:
Add a Case to a Calculation- Add other cases to the calculation to extract different behavior from the calculation depending on "If" or "Else" scenarios.
- If there is only one case, the calculation is set to "Always" behave the same, if more cases are added, "If" and "Else" behavior fields are created.
- Cancel changes to calculation.
- Save changes to calculation.
- Once calculations have been adjusted to reflect the desired output, a model iteration can be ran to retrieve results.
Perform actions on pre-existing calculations in the list
Action buttons can be used to change the ordering of calculations, adjust the calculation, copy, edit, or delete. Hover over the appropriate calculation to access the following actions:
- Upstream or Downstream — Upstream or downstream refers to precedents and dependencies of calculations. For example, a Scanning Items calculation could be downstream from a Daily Items calculation and upstream from a Checkout Hours calculation.
- Order
- Adjust — Make adjustments to the calculation which include adding cases to the calculation. See Adjust Calculation on page 1 for steps to perform adjustments.
- Copy
- Edit — Click Edit to open the Calculations Form. Follow the steps in Add a Calculation to a Calculation Group.
- Delete