Automatically Rolling up Measures Across Organizations in 3.2

Automatically Rolling up Measures Across Organizations in 3.2

There is a new measure update type called “rollup.” It automatically aggregates the measure values from children organizations that are based on the same organization template.

To set up these automated rollup measures, first create an organization that you want to use as your template. Any measures in the template that you want to be automatically calculated should have the update type of “rollup.” You also can change the rollup equation, which determines how the measure values will be aggregated together as they’re rolled up the organization tree.

Once you’ve created your organization with rollup measures, the next step is to create templated copies of that organization in a tree structure. In this example, “Rollup Template Example” is the template organization we built, and the six organizations underneath it are templated copies.

Finally, update the measures in the organizations at the bottom of the organization tree. The measures in the organizations higher up the tree will automatically have calculated values based on the measures in lower organizations.

For example, when we go to the highest-level organization and hover over the “product revenue” actual value, we can see that its actual value is being automatically calculated.

We can click on this value to see more information about where the data actually comes from.

By hovering over the different parts of the equation, we can see that this highest-level measure is the sum of the measures in the four organizations at the bottom of the tree. If you remember, though, the rollup tree is three levels deep. Why is the automatic rollup equation skipping the middle level of the tree and going directly to the lowest level?

That’s on purpose. For “sum” rollup equations, the results would be the same either way, and it makes things a little simpler to show where the data is really coming from. For “average” rollup equations, skipping the middle levels avoids some messy math problems that you’d get by taking averages of averages.

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