When you are working with a high number of dimension members, it may be useful to group them based on a certain measure. For example in a sales workflow, you want to group Sales Managers based on how much revenue they are bringing in. Measure-based Calculated Dimensions allow you to easily create a new calculated dimension and define the criteria for the dimension members!
Moreover, as your data gets updated, the Measure-based Calculated Dimension members will be updated accordingly!
Measure-based Calculated Dimension and Filters
Let’s take a look at an example.
To better understand the performance of individual Sales Managers in our company, we want to group them based on how much Sales Revenue each Sales Manager is bringing in. “High” group includes all Sales Managers that are bringing in more than $300 million and “Low” for everyone else. Let’s name this calculated dimension ‘Sales Managers Group’.
Remember to select an appropriate dimension context for your calculation. A useful way to think about determining dimension context is to think of a question you are looking to answer. In this case, we are interested in how Sales Managers are performing relative to each other in terms of Sales Revenue. Therefore, Sales Manager is the dimension context we need to specify.
To make it more visually distinct, let’s apply a Threshold marking all Sales Managers with Sales Revenue over $300 million in green.
Let’s now use this Measure Based Calculated Dimension in a story.
We have a ‘Sales Manager Group’ page filter, for High and Low dimension members. On the right-hand side of the dashboard, we have chart displaying total Sales Revenue per group and Sales Revenue filtered on 2019 per Sales Manager.
Once the selection for High group has been made, note that other charts have been updated to only show information for the High performing sales managers.
While the measure values displayed in these charts are different – due to individual chart structure and chart- level filtering – the members of the Sales Managers groups are the same. Irrespective of different filters being applied, the $300 million measure-based calculated dimension setting has not changed.
So remember, that when the Measure-based Calculated Dimension is calculated, your existing story, page or widget filters are ignored – this is intended to ensure consistent and accurate results.
What if you want to include a condition, such as a 2019 filter, to your Measure-based Calculated Dimension? You can simply add Filter Context when creating your calculated dimension.
To do so, simply add Date under Dimensions and select 2019 as a value or use a calculation input control for even more flexibility.