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Create a Calculation

Build custom analytics using geometric and data properties

Holly Conrad Smith avatar
Written by Holly Conrad Smith
Updated over 2 months ago

Open the Builder

Click the + next to a category name.

OR

Click new measure in analytics settings.

Input Info

Select the category. (This is automatically assigned if created from the +)

Give the calculation a name.

Add a description in Details.

Select Units

This displays in the report.

It also determines how the calculation is included in subtotaling.

Set Precision

Determine the decimal precision of the calculation.

Input the number of decimal places to round to.

0 = round to the nearest integer (using elementary school rounding).

Filter

Analytics calculations compute every geometry in the project.

To select on some geometries to include in a calculation, add a filter.

Filter by any property in the project.

Search for properties in the list.

Preview how many geometries in the project have the property assigned (i.e. 10 matches)

Select a property from the list. Then, select the value you want to filter by.

Add as many filters as you like. Filters are cumulative - ie AND.

To edit a filter, click the pill.

To clear all filters, click "clear filters"

Filtering only works on calculations made with Property components.

Add Components

Components are the building blocks of a calculation. They are the numeric values you want to reference in your calculation. Calculations can have many components, or none.

Components are references to some value -- either dynamic or static -- within your project.

Components can be one of four types:

  • Property: The value of a feature/shape property

  • Measure: The value of an existing, already computed calculation

  • Subtotal: The value of an existing, already calculated subtotal of a specific unit

  • Site area: A value driven by the site area/footprint make-up of your project

Select the property or value from the dropdown to assign it to the component.

Add more components until you have all of the values you need to build your calculated formula.

Each component is assigned a Letter values. You will use this to reference the component when creating your formula.

Click the bin to delete a component.

Write Formula

If you've ever created a formula in a spreadsheet software, this will be familiar to you.

Use the Letter values assigned to components to call those component values into the formula. Separate the values with operands like * for multiply or + for sum.

Formulas can include a mix of components and numerical values.

Components referenced in the formula will have a Green letter.

Unused component letters remain red.

Set Operation

The way calculations roll up in your project varies based on the type of components used in the calculation.

  • Calculations which utilise a Property-driven component will always be calculated for each feature that matches.

  • Calculations which only use the other component types (measure, subtotal, site area) will be calculated once (no looping through features)

  • Calculations which are a mix of Property-driven and other component types will be calculated per feature, with the other component types applied in full for each feature looped through.

When using only feature properties as components of your formula, you also have the option of choosing how to determine the method of calculation of the final value of the measure, which is aggregated across all of the affected features.

The operation options are:

  • Sum

    Calculate the formula on each feature, then add the results

  • Average

    Calculate the formula on each feature, then calculate the average across all results

  • Minimum

    Calculate the formula on each feature, then return the smallest value

  • Maximum

    Calculate the formula on each feature, then return the largest value

  • Count

    No calculation - Count the included features.

  • Constant

    No calculation - Processes as a raw number.

    Constant is only available if there are no Components in the calculation.

Preview Result

Preview the calculated results to check your inputs.

On the left: Per Feature

Review the formula calculation on each individual geometry included.

Cycle through geometries with the left/right arrow buttons.

Per feature will only display if the calculation includes a Property component. If there is no property component used, you will see this message:

On the right: Results

Review the calculated result.

This is the rolled up total based on the applied Operation.

You will also see a report of calculation errors and unused components, if applicable.

Save

Click Save in the bottom right to add the calculation to your Analytics report.

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