# Calculations & Trellis chart in Visual Intelligence

For doing Calculations in Visual Intelligence, just follow the simple steps below.

1.    Create a simple chart, With time one measure y axis and few months on x axis (line/Bar preferably)

2.     In the y axis measures you will see a drop down, click on it – > add calculation ->

(refer the above link for these two steps)

RUNNING SUM:

First column remains the same, from the second column the running addition starts,
i.e, the second column gives the addition of 1st and 2nd column(of actual data).

As the running SUM cant be on the same axis as of the actual data(as scale differences are there), it has been dragged to Y axis 2 here.

SHOW LEGEND : Right click on the header part and click on “show legend”. Similar procedure can be followed to show data labels.

RUNNING MINIMUM & MAXIMUM:

RUNNING MINIMUM – First column remains the same, from the second column the comparison is made with the running columns and the minimum value till that column is taken.
i.e, the second column(minimum) returns the minimum value from 1st and 2nd column,  the third column(minimum) returns the minimum value from 1st 2nd and 3rd column.

RUNNING MAXIMUM – First column remains the same, from the second column the comparison is made with the running columns and the minimum value till that column is taken.

i.e, the second column(maximum) returns the maximum value from 1st and 2nd column,  the third column(maximum) returns the maximum value from 1st 2nd and 3rd column.

RUNNING COUNT & RUNNING COUNT (EMPTY EXCLUDED):

RUNNING COUNT – This function is used to keep the count of the number of columns.

RUNNING COUNT (EMPTY EXCLUDED) – Similar to the RUNNING COUNT, just that zero values are excluded.

RUNNING AVERAGE & PERCENTAGE:

RUNNING AVERAGE – First column remains the same, from the second column the running average starts,
i.e, the second column gives the average of 1st and 2nd column(of actual data).

RUNNING AVERAGE (EMPTY EXCLUDED) – Similar to the RUNNING AVERAGE, just that zero values are excluded.

PERCENTAGE –  Each column value is divided by the total sum and multiplied by 100, just as we calculate the normal percentage.

RANK:

Below “add calculation” , “Rank values” function is available.

Columns are sorted in descending/ascending order (as per the selection made, Top/Bottom). On “month” gives the sorted order for each month, whereas On “all” gives the common sorted order.

This rank value can be edited as shown below, click on the same down arrow, and edit.

TRELLIS CHART:

When 2 or more measures are there, and the scaling/viewing information becomes difficult ,for ease of use this chart is used.
Click on the down arrow(shown in the 1st image right below , this arrow is located at the end of “measures”) .

Legend color ll have the column names as shown in 2nd image below.

Drag the “data” which is in “legend color” to “columns by”.

And this is done

Thanks,

Sara G

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Nice document Saraswati. Good read for everyone who are looking to create advanced visualizations

with calculations. Thanks for sharing.

Sara G Ayer
Blog Post Author

Thank you Manikandan

Regards,

Sara

Nice Job... Great work...Thanks for Sharing.

ðŸ™‚

Regards,

Krishna Chaitanya.

Sara G Ayer
Blog Post Author

Thank you Krishna Chaitanya

Regards,

Sara

very informative... keep posting good documents..

Regards,

J.Sakthikumar

Sara G Ayer
Blog Post Author

Thank you  Sakthikumar

Glad to know it was informative.

BR,

Sara

Hi Sara,

Good Work. Keep it up!

Regards,

Hari Suseelan

Sara G Ayer
Blog Post Author

Thank you Suseelan

BR,

Sara

Hi Sara,

You are welcome,

Regards,

Hari Suseelan

Hi Sara,

very informative. Thanks for sharing

regards,

Arun

Sara G Ayer
Blog Post Author

Thank you  Arun

BR,

Sara

WC ðŸ™‚