For the complete documentation index, see llms.txt. This page is also available as Markdown.

Change the measure

Use the Measure menu to change the numerical data values that displays in the grid.

Measures are different types of numerical data values in the database.

Some measures contain raw data, such as Value, Cost and Quantity. Others are calculated from that data, such as Profit and Margin. The available measures depend on the database and selected stream. For example, a measure that's available in the Sales Invoices stream might not be available in the Budget stream.

The table shows examples of measures you might see in a Sales database.

Measure
Data or value displayed
Data source

Value

Value of sales (sales value)

Raw data

Cost

Cost of sales (cost price)

Raw data

Quantity

Quantity of items sold

Raw data

Profit

Profit as a dollar or pound value (Value – Cost)

Calculated

Margin

Margin as a percentage (Profit / Value)

Calculated

Value/Item

Average sales value per item (Value / Quantity)

Calculated

Cost/Item

Average cost per item (Cost / Quantity)

Calculated

Lines

Number of transaction lines imported into the database

Raw data

For calculated measures, the value in the Total row isn't the sum of the values in the grid. The calculation is applied to the total data instead. For example, if Margin is calculated as Profit divided by Value, the Total row calculates total Profit divided by total Value. It doesn't add together the margin percentages displayed for each row.

Change the measure

  1. Click the Measure menu.

  2. Select the measure(s) you want to view and clear the measures you don't want. You must have at least one measure selected.

  3. Click anywhere outside the Measure menu to close it.

The grid updates as you select or clear properties. If you select multiple measures, the Measure menu displays a summary. Hover over the menu to see all the selected measures.

Your measure selections remain until you reset the grid.

Value, Cost and Quantity columns displaying in the grid

Count entities

Use Count to replace the measure values with a count of unique entities in a dimension. For example, you can count the number of products bought by each customer or the number of customers in each region.

  1. Select the dimension you want to analyse. For example, Customer Ship To.

  2. Click Measure > Count.

  3. Select the dimension containing the entities you want to count. For example, Product.

The grid updates to display the count.

Count column showing the number of products bought by each customer.

Change the number format

Change how the values in a measure column display in the grid. For example, you can show or hide decimal places or thousands separators.

  1. Click the column menu, then select Number format.

  2. Select a number format.

  3. If applicable, select Percent to display the values as percentages.

The values in the column update to the selected format.

Hiding decimal places from a measure

Do more with measures

Add a measure column to compare additional data side by side in the grid. You can use a different stream or period for each measure column.

Last updated