Thursday, January 21, 2021

Data Visualization in an EPM World - Part 3 - Calculated Fields

I this post I will discuss creating Calculations in Oracle Analytics on an EPM Data Source.  My previous posts related to Oracle Analytics with EPM Data can be found at the following links: 

In Part 2, I showed how to make 2 performance tiles using filters at the visualization level.


EPM and Essbase data sources treat the data to be displayed as an intersection of the dimensions.  A single Value.  

This causing difficulty in trying to display a dimension across two different measures.

Butterfly Charts and Scatter Plots are two types of visual displays that do not work when there is a single value.



So how does one create 2 values / measures?

It is quite easy.  On the left panel below the data source is an option to create calculations.

 
By using calculations we can shift parts of the POV / intersection to the definition of a value / measure.

This is done using the FILTER function.  It requires a Value and at least one dimension.

FILTER( value USING dimension = 'some member')

Below are 2 new measures I created so that I could create the Butterfly Chart and Scatter Plots shown above.


 
To make a compound calculation with the filter using more than one dimension simply add an AND statement within the USING portion.

 
One thing to note when using the FILTER function is to make sure the values in the USING portion match the dimension filter in the Filter Ribbon or that filter is disabled.
 

This 3 part series was meant to demystify the nuances of creating awesome visualizations off EPM data. 
 
I would love to hear your feedback and see what you create.






 

 

4 comments:

  1. hi Wayne,
    This blog is nice on EPM and DVCS integration.
    Could you also suggest on how do we include EPM dimension hierarchy (Ex: Account Hierarchy) into project so that we can expand/collapse member values.

    Thanks,
    Aravind

    ReplyDelete
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  3. It's sad that so many of these comments are simply excuses to plug some other company or site...I'm here to say this was a great post - I've just started using calculated fields and didn't realize you could do compound calculations, at least, I hadn't thought about them in that way. I suppose anything with AND could be considered compound. Regardless, I see this post was from January of this year and while I know blogging isn't always first priority, I would certainly like to see more posts because the info you give out is extremely useful for those of us using OAC data visualizer!

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