SAP Business objects Enterprise XI 3.0 Using Functions, Formulas and Calculations in Web Intelligence

Using Functions, Formulas and Calculations in Web Intelligence
BusinessObjects Enterprise XI 3.0
Copyright
© 2008 Business Objects, an SAP company. All rights reserved. Business Objects owns the following U.S. patents, which may cover products that are offered and licensed by Business Objects: 5,295,243; 5,339,390; 5,555,403; 5,590,250; 5,619,632; 5,632,009; 5,857,205; 5,880,742; 5,883,635; 6,085,202; 6,108,698; 6,247,008; 6,289,352; 6,300,957; 6,377,259; 6,490,593; 6,578,027; 6,581,068; 6,628,312; 6,654,761; 6,768,986; 6,772,409; 6,831,668; 6,882,998; 6,892,189; 6,901,555; 7,089,238; 7,107,266; 7,139,766; 7,178,099; 7,181,435; 7,181,440; 7,194,465; 7,222,130; 7,299,419; 7,320,122 and 7,356,779. Business Objects and its logos, BusinessObjects, Business Objects Crystal Vision, Business Process On Demand, BusinessQuery, Cartesis, Crystal Analysis, Crystal Applications, Crystal Decisions, Crystal Enterprise, Crystal Insider, Crystal Reports, Crystal Vision, Desktop Intelligence, Inxight and its logos , LinguistX, Star Tree, Table Lens, ThingFinder, Timewall, Let There Be Light, Metify, NSite, Rapid Marts, RapidMarts, the Spectrum Design, Web Intelligence, Workmail and Xcelsius are trademarks or registered trademarks in the United States and/or other countries of Business Objects and/or affiliated companies. SAP is the trademark or registered trademark of SAP AG in Germany and in several other countries. All other names mentioned herein may be trademarks of their respective owners.
Third-party Contributors
Business Objects products in this release may contain redistributions of software licensed from third-party contributors. Some of these individual components may also be available under alternative licenses. A partial listing of third-party contributors that have requested or permitted acknowledgments, as well as required notices, can be found at: http://www.businessobjects.com/thirdparty
2008-09-03

Contents

About this guide 7Chapter 1
Using standard and custom calculations 9Chapter 2
Using standard and custom calculations in your reports...........................10
Understanding calculation contexts 23Chapter 3
What are calculation contexts?..................................................................24
Default calculation contexts.......................................................................27
Modifying the default calculation context with extended syntax................34
Standard calculations...........................................................................10
Using formulas to build custom calculations........................................11
Working with functions.........................................................................13
The input context..................................................................................24
The output context................................................................................25
Default contexts in a vertical table........................................................29
Default contexts in a horizontal table...................................................30
Default contexts in a crosstab..............................................................30
Default contexts in a section................................................................32
Default contexts in a break...................................................................33
Extended syntax operators...................................................................35
Web Intelligence extended syntax keywords.......................................38
Web Intelligence functions, operators and keywords 49Chapter 4
Web Intelligence functions.........................................................................50
Aggregate functions.............................................................................50
Using Functions, Formulas and Calculations in Web Intelligence 3
Contents
Character functions..............................................................................78
Date and Time functions......................................................................97
Data Provider functions......................................................................109
Document functions............................................................................122
Logical functions.................................................................................131
Numeric functions...............................................................................140
Misc functions.....................................................................................163
Web Intelligence function and formula operators....................................181
Mathematical operators......................................................................182
Conditional operators.........................................................................182
Logical operators................................................................................183
Function-specific operators................................................................186
Extended syntax operators.................................................................194
Web Intelligence extended syntax keywords...........................................198
The Block keyword.............................................................................199
The Body keyword..............................................................................200
The Break keyword............................................................................201
The Report keyword...........................................................................202
The Section keyword..........................................................................203
How Web Intelligence rounds and truncates numbers............................204
Troubleshooting Web Intelligence formulas 207Chapter 5
Formula error and information messages................................................208
#COMPUTATION...............................................................................208
#CONTEXT........................................................................................208
#DATASYNC......................................................................................209
#DIV/0................................................................................................209
#INCOMPATIBLE...............................................................................210
#MULTIVALUE...................................................................................210
#OVERFLOW.....................................................................................210
#PARTIALRESULT.............................................................................211
4 Using Functions, Formulas and Calculations in Web Intelligence
Contents
#RANK...............................................................................................211
#RECURSIVE....................................................................................211
#SECURITY.......................................................................................212
#SYNTAX...........................................................................................212
#TOREFRESH...................................................................................213
#UNAVAILABLE.................................................................................213
#ERROR............................................................................................213
Calculating values with smart measures 215Chapter 6
Smart measures defined..........................................................................216
Grouping sets and smart measures........................................................216
How Web Intelligence manages grouping sets..................................217
Smart measures and the scope of analysis.............................................218
Smart measures and SQL.......................................................................218
Grouping sets and the UNION operator.............................................218
Smart measures and formulas................................................................221
Smart measures and dimensions containing formulas......................221
Smart measures in formulas..............................................................222
Smart measures and filters......................................................................222
Smart measures and filters on dimensions........................................222
Smart measures and drill filters..........................................................223
Comparing values using Web Intelligence functions 225Chapter 7
Comparing values using the Previous function.......................................226
Comparing values using the RelativeValue function...............................226
Slicing dimensions and the RelativeValue function............................228
Slicing dimensions and sections........................................................230
Order of slicing dimensions................................................................232
Slicing dimensions and sorts..............................................................234
Using RelativeValue in crosstabs.......................................................236
Using Functions, Formulas and Calculations in Web Intelligence 5
Contents
Get More Help 237Appendix A
Index 241
6 Using Functions, Formulas and Calculations in Web Intelligence

About this guide

1
About this guide
1
The Using Functions, Formulas and Calculations in Web Intelligence guide provides detailed information on the advanced calculation capabilities in Web Intelligence. It also provides a syntax reference to the Web Intelligence functions and operators.
The guide presents this information generically, without reference to the Web Intelligence interface. For information on how to work with calculation-related features in your Web Intelligence documents (for example, how to add a variable or a formula to a report), see Performing On-Report Analysis With
Web Intelligence, Building Reports with the Java Report Panel and Web Intelligence Rich Client User's Guide.
8 Using Functions, Formulas and Calculations in Web Intelligence

Using standard and custom calculations

2
Using standard and custom calculations
2

Using standard and custom calculations in your reports

Using standard and custom calculations in your reports
You can use standard calculation functions to make quick calculations on the data in Web Intelligence reports. If standard calculations are not sufficient for your needs, you can use the Web Intelligence formula language to build custom calculations.

Standard calculations

You can use standard calculation functions to make quick calculations on the data in Web Intelligence reports. The following standard calculations are available:
DescriptionCalculation
Sum
Count
Minimum
Maximum
Calculates the sum of the selected da­ta.
Counts all rows for a measure object or count distinct rows for a dimension or detail object.
Calculates the average of the data.Average
Displays the minimum value of the se­lected data.
Display the maximum value of the se­lected data.
10 Using Functions, Formulas and Calculations in Web Intelligence
Percentage
Default
Using standard and custom calculations
Using standard and custom calculations in your reports
DescriptionCalculation
Displays the selected data as a percent­age of the total. The results of the per­centage are displayed in an additional column or row of the table.
Note:
Percentages are calculated for the se­lected measure compared to the total results for that measure on the table or break. To calculate the percentage of one measure compared to another measure, you need to build a custom calculation.
Applies the default aggregation function to a standard measure, or the database aggregation function to a smart mea­sure.
2
When you apply a standard calculation to a table column, the calculation result appears in a footer in the column. Web Intelligence adds a footer for the result of each calculation if you apply multiple calculations to the same column.

Using formulas to build custom calculations

Custom calculations allow you to add additional calculations to your report beyond its base objects and the standard calculations provided by Web Intelligence.
You add a custom calculation by writing a formula that Web Intelligence evaluates when you run the report. A formula can consist of base report variables, functions, operators and calculation contexts.
A custom calculation is a formula that can consist of report objects, functions and operators. Formulas have a calculation context that you can specify explicitly if you choose.
Using Functions, Formulas and Calculations in Web Intelligence 11
Using standard and custom calculations
2
Using standard and custom calculations in your reports
Example: Showing average revenue per sale
If you have a report with Sales Revenue and Number Sold objects and you want to add revenue per sale to the report. The calculation [Sales Rev
enue]/[Number Sold] gives this value by dividing the revenue by the
number of items sold in order to give the revenue per item.
Related Topics
What are calculation contexts? on page 24
Using variables to simplify formulas
If a formula is complex you can use variables to simplify it. By using variables you break a complex formula down into manageable parts and make it much easier to read, as well as making building formulas much less error-prone.
You can use previously-created variables in a formula in exactly the same way as you use other report objects. Variables appear in the formula editor under the “Variables? folder.
You can type this variable name into a formula or drag the variable to the Formula toolbar as you would for any report object.
Example: Create a formula to return a statistical variance
Variance is a statistical term. The variance of a set of values measures the spread of those values around their average. Web Intelligence has the function Var() that calculates the variance in one step, but manual calculation of variance provides a good example of how to simplify a complex formula using variables. To calculate the variance manually you need to:
calculate the average number of items sold
calculate the difference between each number of items sold and the average,
then square this value
add up all these squared differences
divide this total by the number of values - 1
12 Using Functions, Formulas and Calculations in Web Intelligence
Using standard and custom calculations
Using standard and custom calculations in your reports
You have a report showing numbers of items sold by quarter and you want to include the variance. Without the use of variables to simplify it, this formula is as follows:
Sum((([Quantity sold] - Average([Quantity sold] ForEach [Quarter]) In Report)*([Quantity sold] - Average([Quantity sold] ForEach [Quarter]) In Report)) In [Quarter])/(Count ([Quantity sold] ForEach [Quarter]) - 1)
This formula is clearly unwieldy. By using variables you can simplify it to:
Sum ([Difference Squared])/[Number of Observations] - 1)
which is much easier to understand. This simplified version of the formula gives you a high-level view of what the formula is doing, rather than plunging you into the confusing details. You can then examine the formulas of the variables referenced in the high-level formula to understand its component parts.
For example, the formula references the variable Difference Squared, which itself references the variable Average Sold. By examining the formulas of Difference Squared and Average sold, you can drill down into the formula to understand the details of what it is doing.
2

Working with functions

A custom calculation sometimes contains report objects only, for example
[Sales Revenue]/[Number of Sales]. Calculations can also include
functions in addition to report objects.
A function receives zero or more values as input and returns output based on those values. For example, the Sum function totals all the values in a measure and outputs the result. The formula Sum([Sales Revenue]) outputs a total of sales revenues. In this case, the function input is the Sales Revenue measure and the output is the total of all Sales Measures.
Related Topics
Web Intelligence function and formula operators on page 181
Web Intelligence functions on page 50
Using Functions, Formulas and Calculations in Web Intelligence 13
Using standard and custom calculations
2
Using standard and custom calculations in your reports
Including functions in cells
The text in report cells always begins with ‘=’ . Literal text appears in quotation marks, while formulas appear without quotation marks. For example, the formula Average([Revenue]) appears in a cell as =Average([Revenue]). The text “Average Revenue?" appears as ="Average Revenue?"
You can use text alone in a cell, or mix formulas and text by using the ‘+’ operator. If you want a cell to display the average revenue preceded by the text “Average Revenue:", the cell text is as follows: ="Average Revenue:
" + Average([Revenue])
Note the space at the end of the text string so that the text and the value are not placed directly side-by-side in the cell.
Function syntax
To use a function you need to know its name, how many input values it requires and the data types of these input values. You also need to know the type of data that the function outputs.
For example, the Sum function takes a numerical object as input (for example a measure showing sales revenue) and outputs numeric data (the sum of all the values of the measure object).
Here is the syntax of the Abs function:
num Abs(number)
This syntax tells you that the Abs function takes a single number as input and returns a number as output.
The Formula Editor displays the function syntax when you select the function.
Examples of functions
Example: Showing prompt input with the UserResponse function
You have a report showing Year, Quarter and Sales revenue. The State object also appears in the report data, although it is not displayed. When
14 Using Functions, Formulas and Calculations in Web Intelligence
Using standard and custom calculations
Using standard and custom calculations in your reports
the user runs the report they are presented with a prompt and they must choose a state. You want to show the state that they have chosen in the report title. If your data provider is called “eFashion? and the text in the prompt is “Choose a State?, the formula for the title is:
"Quarterly Revenues for " + UserResponse( "eFashion";"Choose
a State")
The report is as follows:
2
Example: Calculating a percentage using the Percentage function
Web Intelligence has the Percentage function for calculating percentages. This function calculates the percentage of a number in relation to its surrounding context. For example, the following table shows revenues by year and quarter. The percentage column contains the formula Percentage
([Sales Revenue]).
Using Functions, Formulas and Calculations in Web Intelligence 15
Using standard and custom calculations
2
Using standard and custom calculations in your reports
In this case the function calculates each revenue as a percentage of the total revenue. The surrounding context is the total revenue; this is the only revenue figure that is relevant outside the breakdown by year and quarter in the table.
If the report is split into sections by year, the surrounding context outside the table becomes the total revenue in the section.
If the Percentage cell is placed outside the table but still inside the section, the surrounding context becomes the total revenue. In this case the Percentage function calculates the total revenue for the section as a percentage of the total overall revenue.
16 Using Functions, Formulas and Calculations in Web Intelligence
Using standard and custom calculations
Using standard and custom calculations in your reports
Example: Calculating a percentage using the Sum function
2
You can gain more control over the context in which a percentage is calculated by using the Sum function rather than the Percentage function. If you divide one figure in a set of figures by the total of those figures, you get its percentage of the total; for example, the formula [Sales Revenue]/Sum([Sales Revenue]) gives the sales revenue as a percentage of the total revenue.
In the following table the Percentage of Total column has the formula:
[Sales revenue]/(Sum([Sales revenue] In Report))
and the Percentage of Year column has the formula:
[Sales revenue]/(Sum([Sales revenue] In Section))
Using Functions, Formulas and Calculations in Web Intelligence 17
Using standard and custom calculations
2
Using standard and custom calculations in your reports
These formulas take advantage of the extended syntax keywords Report and Section to instruct the Sum function to calculate the overall total revenue and yearly revenue respectively.
Related Topics
Modifying the default calculation context with extended syntax on page 34
Simplifying a variance formula with variables
Variance is a statistical term. The variance of a set of values measures the spread of those values around their average. Web Intelligence has the function Var() that calculates the variance in one step, but manual calculation of variance provides a good example of how to simplify a complex formula using variables. To calculate the variance manually you need to:
calculate the average number of items sold
calculate the difference between each number of items sold and the
average, then square this value
add up all these squared differences
divide this total by the number of values - 1
You have a report showing numbers of items sold by quarter and you want to include the variance. Without the use of variables to simplify it, this formula is as follows:
Sum((([Quantity sold] - Average([Quantity sold] ForEach [Quar ter]) In Report)*([Quantity sold] - Average([Quantity sold] ForEach [Quarter]) In Report)) In [Quarter])/(Count ([Quantity
sold] ForEach [Quarter]) - 1)
which is clearly unwieldy.
Creating the variance formula
There are several steps involved in creating a variance formula. You encapsulate each of these steps in a variable. The variables you create are:
average number of items sold
number of observations (that is, the number of separate values of the
number of items sold)
difference between an observation and the average, squared
18 Using Functions, Formulas and Calculations in Web Intelligence
Using standard and custom calculations
Using standard and custom calculations in your reports
sum of these differences divided by the number of observations - 1
The variable formulas are as follows:
FormulaVariable
2
Average Sold
Number of Observations
Difference Squared
Variance
The final formula is now
Sum ([Difference Squared])/[Number of Observations] - 1)
which is much easier to understand. This simplified version of the formula gives you a high-level view of what the formula is doing, rather than plunging you into the confusing details. You can then examine the formulas of the variables referenced in the high-level formula to understand its component parts.
For example, the formula references the variable Difference Squared, which itself references the variable Average Sold. By examining the formulas of Difference Squared and Average sold, you can drill down into the formula to understand the details of what it is doing.
Average([Quantity Sold] In ([Quarter])) In Report
Count([Quantity Sold] In ([Quarter])) In Report
Power(([Quantity sold] - [Average Sold]);2)
Sum([Difference Squared] In ([Quar­ter]))/([Number of Observations] - 1)
Web Intelligence function and formula operators
Operators link the various components in a formula. Formulas can contain mathematical, conditional, logical, function-specific or extended syntax operators.
Using Functions, Formulas and Calculations in Web Intelligence 19
Using standard and custom calculations
2
Using standard and custom calculations in your reports
Mathematical operators
Mathematical operators are familiar from everyday arithmetic. There are addition (+), subtraction (-), multiplication (*), division (/) operators that allow you to perform mathematical operations in a formula. The formula [Sales
Revenue] - [Cost of Sales]contains a mathematical operator, in this
case subtraction.
Note:
When used with character strings, the ‘+’ operator becomes a string concatenation operator. That is, it joins character strings. For example, the formula “John" + “ Smith" returns "John Smith".
Conditional operators
Conditional operators determine the type of comparison to be made between values.
DescriptionOperator
Equal to=
Greater than>
Less than<
Greater than or equal to>=
Less than or equal to<=
Not equal to<>
You use conditional operators with the If function, as in:
If [Revenue]>10000 Then "High" Else "Low"
which returns “High" for all rows where the revenue is greater than or equal to 10000 and “Low" for all other rows.
Logical operators
The Web Intelligence logical operators are And, Or, Not, Between and Inlist. Logical operators are used in boolean expressions, which return True or
False.
20 Using Functions, Formulas and Calculations in Web Intelligence
Context operators
Context operators form part of extended calculation syntax. Extended syntax allows you to define which dimensions a measure or formula takes into account in a calculation.
Function-specific operators
Some Web Intelligence functions can take specific operators as arguments. For example, the Previous function can take the Self operator.
All functions use ) and ( to enclose function arguments. Functions that accept multiple parameters use ; to separate the parameters.
Using standard and custom calculations
Using standard and custom calculations in your reports
2
Using Functions, Formulas and Calculations in Web Intelligence 21
Using standard and custom calculations
Using standard and custom calculations in your reports
2
22 Using Functions, Formulas and Calculations in Web Intelligence

Understanding calculation contexts

3
Understanding calculation contexts
3

What are calculation contexts?

What are calculation contexts?
The calculation context is the data that a calculation takes into account to generate a result. Web Intelligence, this means that the value given by a measure is determined by the dimensions used to calculate the measure.
A report contains two kinds of objects:
Dimensions represent business data that generate figures. Store outlets,
years or regions are examples of dimension data. For example, a store outlet, a year or a region can generate revenue: we can talk about revenue by store, revenue by year or revenue by region.
Measures are numerical data generated by dimension data. Examples
of measure are revenue and number of sales. For example, we can talk about the number of sales made in a particular store.
Measures can also be generated by combinations of dimension data. For example, we can talk about the revenue generated by a particular store in
2005.
The calculation context of a measure has two components:
the dimension or list of dimensions that determine the measure value
the part of the dimension data that determines the measure value
The calculation context has two components:
The input context
The output context
Related Topics
The input context on page 24
The output context on page 25

The input context

The input context of a measure or formula is the list of dimensions that feed into the calculation.
The list of dimensions in an input context appears inside the parentheses of the function that outputs the value. The list of dimensions must also be
24 Using Functions, Formulas and Calculations in Web Intelligence
Understanding calculation contexts
What are calculation contexts?
enclosed in parentheses (even if it contains only one dimension) and the dimensions must be separated by semicolons.
Example: Specifying an input context
In a report with Year sections and a block in each section with Customer and Revenue columns, the input contexts are:
Input contextReport part
YearSection header and block footers
Year, CustomerRows in the block
In other words, the section headers and block footers show aggregated revenue by Year, and each row in the block shows revenue aggregated by Year and Customer (the revenue generated by that customer in the year in question).
When specified explicitly in a formula, these input contexts are:
Sum ([Revenue] In ([Year]))
3
Sum ([Revenue] In ([Year];[Customer]))
That is, the dimensions in the input context appear inside the parentheses of the function (in this case, Sum) whose input context is specified.

The output context

The output context causes the formula to output a value is if it is placed in the footer of a block containing a break.
Example: Specifying an output context
The following report shows revenue by year and quarter, with a break on year, and the minimum revenue calculated by year:
Using Functions, Formulas and Calculations in Web Intelligence 25
Understanding calculation contexts
3
What are calculation contexts?
What if you want to show the minimum revenue by year in a block with no break? You can do this by specifying the output context in a formula. In this case, the formula looks like this:
Min ([Revenue]) In ([Year])
That is, the output context appears after the parentheses of the function whose output context you are specifying. In this case, the output context tells Web Intelligence to calculate minimum revenue by year.
If you add an additional column containing this formula to the block, the result is as follows:
26 Using Functions, Formulas and Calculations in Web Intelligence
Understanding calculation contexts

Default calculation contexts

You can see that the Min By Year column contains the minimum revenues that appear in the break footers in the previous report.
Notice that in this example, the input context is not specified because it is the default context (Year, Quarter) for the block. In other words, the output context tells Web Intelligence which revenue by year and quarter to output. In full, with both input and output formulas explicitly specified, the formula looks like this:
Min ([Sales Revenue] In([Year];[Quarter])) In ([Year])
3
Explained in words, this formula tells Web Intelligence to “calculate revenues by year by quarter, then output the smallest of these revenues that occurs in each year?.
What would happen if you did not specify the output context in the Min by Year column? In this case, these figures would be identical to the figures in the Sales Revenue column. Why? Remember that the default context in a block includes the dimensions in that block. The minimum revenue by year by quarter is the same as the revenue by year by quarter simply, because there is only one revenue for each year/quarter combination.
Default calculation contexts
Depending on where you place a measure or formula, Web Intelligence assigns a default calculation context to the measure.
Using Functions, Formulas and Calculations in Web Intelligence 27
Understanding calculation contexts
3
Default calculation contexts
Measures are semantically dynamic. This means that the figures returned by a measure depend on the dimensions with which it is associated. This combination of dimensions represents the calculation context.
Web Intelligence associates a default context with a measure depending on where the measure is placed. You can change this default context with extended syntax. In other words, you can determine the set of dimensions used to generate a measure. This is what is meant by defining the calculation context.
Example: Default contexts in a report
This example describes the default calculation context of the measures in a simple report. The report shows revenue generated by customers and is split into sections by year.
Total:80002005
RevenueCustomer
1000Harris
3000Jones
4000Walsh
8000Total:
Report total: 8000
The table below lists the calculation context of the measures in this report:
20000Report total
28 Using Functions, Formulas and Calculations in Web Intelligence
ContextValueMeasure
Total of all revenue in the report
Year8000Section header total
Related Topics
What are calculation contexts? on page 24
Modifying the default calculation context with extended syntax on page 34

Default contexts in a vertical table

A vertical table is a standard report table with headers at the top, data going from top to bottom and footers at the bottom. The default contexts in a down table are:
Understanding calculation contexts
Default calculation contexts
ContextValueMeasure
Year;Customer1000, 3000, 4000Customer total
Year8000Block footer total
3
When the calculation is in the...
Header
Body of the block
Footer
Using Functions, Formulas and Calculations in Web Intelligence 29
The dimensions and measures used to gener­ate the body of the block
The dimensions and measures used to gener­ate the current row
The dimensions and measures used to gener­ate the body of the block
The output context isThe input context is
All the data is aggregat­ed then the calculation function returns a single value
The same as the input context
All the data is aggregated then the calculation func­tion returns a single value
Understanding calculation contexts
3
Default calculation contexts
Example: Default contexts in a vertical table
The following table shows the default contexts in a vertical table:

Default contexts in a horizontal table

A horizontal table is like a vertical table turned on its side. Headers appear at the left, data goes left to right and footers appear at the right. The default contexts for a horizontal table are the same as those for a vertical table.

Default contexts in a crosstab

A crosstab displays data in a matrix with measures appearing at the intersections of dimensions. The default contexts in a crosstab are:
The calculation is in the...
The dimensions and
Header
30 Using Functions, Formulas and Calculations in Web Intelligence
measures used to gener­ate the body of the block.
The output context is...The input context is...
All the data is aggregat­ed, then the calculation function returns a single value.
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