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Secondary Calculation

  • Last update:  2024-01-26
  • Overview

    Application Scenario

    In FineBI, you can perform quick calculations for indicator fields in the analysis area. For example, you can use quick calculations to calculate the ranking of Contract Amount in different States and then perform the filtering to get the data of needed states. In this case, the ranking should be performed based on the contract amount of states (actual displayed data) that are not filtered out rather than that of all states.

    The Secondary Calculation function provides a re-calculation for the indicator fields according to filtering results in Dimension.

    After filtering, the remaining states are ranked based on their contract amount, as shown in the following figure.

    1.png

    Function Description

    FineBI supports the Secondary Calculation function. When you enable this function and set the Filter condition for dimension fields, Secondary Calculation is performed based on the filtering results.

    Functions That Can Enable Secondary Calculation

    All Values, All Values in Group, Cumulative Value, Cumulative Value in Group, Ranking, In-Group Ranking, Percentage, and In-Group Percentage in Quick Calculation.

    Functions That Can Disable Secondary Calculation

    All Values, All Values in Group, Ranking, In-Group Ranking, Percentage, and In-Group Percentage in Quick Calculation.

    iconNote:
    Cumulative Value and In-Group Cumulative Value must be enabled, because the cumulative value depends on the current dimension accumulation, which means the cumulative value calculation is performed based on the filtering results by default.

    Procedure

    Performing Quick Calculation and Setting the Filter Condition for Dimension Fields

    1. Use the Regional Data Analysis table to create a component, and rank the contract amount in ascending order by states, as shown in the following figure.

     2.png

    2. Add a filter condition for States to get the data of California, Florida, Hawaii, Iowa, Michigan, Ohio, Texas, Utah, and Washington, as shown in the following figure.

     3.png

    4.png

    Enabling Secondary Calculation

    Secondary Calculation is enabled for the Contract Amount (Sum-Ascend) field by default, to reorganize the ranking after the filtering of dimension fields.

    That is, after the Secondary Calculation function is enabled, the ascending ranking is performed based on the contract amount of the states mentioned above, rather than that of all states, as shown in the following figure.

     5.png

    Disabling Secondary Calculation

    Secondary Calculation can only be disabled in the following functions of Quick Calculation: All Values, All Values in Group, Ranking, In-Group Ranking, Percentage, and In-Group Percentage.

    For example, if the Secondary Calculation function is disabled for the ascending ranking mentioned above, the ranking of the contract amount is based on all states rather than the remaining states after the filtering, as shown in the following figure.

    6.png


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