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Use the QPR Metrics User's Guide to Fetch a Function to the Model

Use the QPR Metrics User's Guide to Fetch a Function to the Model

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Use the QPR Metrics User's Guide to Fetch a Function to the Model

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mouse_24 Exercise 128: Use the QPR Metrics User's Guide to Fetch a Function to the Operating Profit Formula

 

BTN_AR131. Open the Dentorex Group Scorecard model.
BTN_AR132. On the Model Navigator frame, select the Dentorex Group scorecard.
BTN_AR133. On the Scorecard Navigator frame, click the btn_expand_hierarchy button next to the Financial perspective to expand the element hierarchy and again click the btn_expand_hierarchy button next to the Profitability.
BTN_AR134. Double-click the Operating Profit measure:

pic_element_hierarchy_operating_profit

BTN_AR135. The Element Properties window opens. Switch to the Series tab.
BTN_AR136. Click the Define button to open the Formula window.
BTN_AR137. Select Customized and delete the formula in the window:

pic_formula_customized

BTN_AR138. Click the Function button and select SUM from the drop-down menu:

pic_formula_select_sum

BTN_AR139. Click the Help button or press the F1 key to open the QPR Metrics - User's Guide.
BTN_AR1310. In the user's guide, switch to the Search tab, type "built-in functions" to the search field and press Enter:

pic_users_guide_search

BTN_AR1311. In the search results section, double-click the Built-in Functions:

pic_search_result

BTN_AR1312. For faster access in the future, switch to the Favorites tab and click Add. This way, the topic is added to your favorites, and you can access it directly from the Favorites tab.
BTN_AR1313. Scroll down the right frame, select CUMULATIVE and highlight the formula as in the picture below:

pic_users_guide_cumulative

BTN_AR1314. Press Ctrl + C to copy the formula.
BTN_AR1315. Go back to the Formula dialog in the client and click inside the brackets of the SUM() function.
BTN_AR1316. Press Ctrl + V to paste the formula:

pic_formula_pasted

BTN_AR1317. Replace expression_list from the formula with "?.ACT(-3)", where the question mark defines that all sub-elements are calculated, and ACT(-3) defines the series.
BTN_AR1318. Replace relative level with 2, to describe that the cumulative values are reset after 3 values.
BTN_AR1319. Replace formula with "sum", to describe that the cumulative values are calculated with the SUM function.
BTN_AR1320. The formula should now be SUM(CUMULATIVE(?.ACT(-3),2,sum)).
BTN_AR1321. Click OK and answer Yes to the recalculation question.

See the Built-in Functions topic in QPR Metrics - User's Guide for more information.