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Understanding How KPI Values are Calculated When Other KPIs are Referenced

Understand how KPI is calculated.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

Here’s the structure of a formula to calculate KPIs.

(Param1,Param2,...,Paramn) =>
{
return (Param1+Param2+...+ Paramn);
}

The string consists of three parts:

  • Input parameters—(Param1, Param2, ..., Paramn)
  • Arrow
  • Algorithm—{ return Param1 + Param2 + ... + Paramn; }

Only the defined input parameters can be accessed for calculation, with one exception: calcHelper, which is a collection of functions, can be accessed even if it isn’t specified as an input parameter.

Provide one of these options as an input parameter for a formula:

  • Other KPIs of the same granularity
  • Other KPIs of a coarse granularity
  • Available dimensions

Granularity is the level from where the requested value is taken. The usable levels are defined via the dimensions on the Y-axis, which is a KPI measure, tactic, or product. You can’t access the value at the tactic level if the KPI is tactic-independent.

The system checks for self-references and terminates the calculation if a self-reference is found. The system doesn’t check for circular references, which means that if KPI A references KPI B, and KPI B references KPI A, the calculation can’t be successful.