4. Roll-up calculations


 
Opal3 Support
Last Updated: 2 years ago

You can use Opal3 to perform a range of calculations on the results of lower level indicators and present the result for evaluation at a higher level (target) indicator. For example, as a manager, you may want to review the total amount of money spent by each of your managers in a given period. At the same time, you may also want to combine all of these figures into a total and use that to report to your boss.

You can automatically roll up the results from among your lower level linked indicators to the target indicator for:

  • non-financial indicators
    • percentage (per 100), as an overall percentage or a running total
    • permillage (per 1000), as an overall permillage or a running total
    • yes/no responses as a percentage of yes responses
    • number, as an average or a running total
    • currency, as as an average or a running total
  • financial indicators as a total (actual vs budgeted), including variance calculations.

 

To use this functionality, go to the "links" page of any intended target indicator and click on "automatic roll-up calculations". You can then choose from among underlying indicators to perform the required calculation:

 

 


Was this article helpful?