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Glossary

Aggregating Dimensions

Overview

The dimension aggregation function determines how the values of different dimension items are combined into one value. This affects the summary value when a variable is collapsed, aggregating the variable in formulas and grouping by other dimensions (see Dimension modifiers).

Configuring the Dimension Aggregation

By default, xP&A sums up all dimension items when aggregating a variable. To change this, right-click the variable and select a different Dimension Aggregation.

For example, if you have split Employee Benefits input by Department, it might be more appropriate to see the average of the Departments, not the total.

Shows the aggregation function that can be accessed in the context menu of a dimension
Changing the Dimension Aggregation

Options

The available options are:

  • No Aggregation: can be used when there is no meaningful way to aggregate a variable - it will just show a dash instead of any number.
  • Average: takes the average value of items in the dimension
  • Min and Max: takes the minimum or the maximum value of the dimension
  • Median: takes the median value of all the items within this dimension

Note, if the variable has many dimensions, the median value will be calculated over the lowest level cells. E.g. if you have Sales variable broken down by Profit Centre A/ Profit Centre B and Product 1/ Product 2, the total median value for Sales will be calculated over four data cells that have both Profit Centre and Product specified

  • Formula: uses the variable's formula at the 'aggregate' level, to calculate an aggregation value.

    • A good example of this is to think of gross margin across two different centres:
      • Profit Centre A - $100K in Net Sales, $90K in Costs - Gross margin is 10%
      • Profit Centre B - $1M in Net sales, $500k in Costs - Gross margin is 50%
    • By default, xP&A will display the Gross Margin variable (Net Sales-Revenue)/ Net Sales as a Sum - so we would see 60% as our top-level Gross Margin.
    • A common way around this is to use the Average dimension aggregation, which would display a 30% Gross Margin. This value is also incorrect, as Profit Centre B has much higher net-sales, and its impact to margin should be greater than Profit Centre A.
    • Logically - the way to do this calculation appropriately would be to add the sales and costs of both profit centres, and then apply the calculation. This is what the Formula dimension aggregation helps us achieve, giving us the correct value of 46.4%.

Last updated on Aug 16, 2023

Table of Contents
Aggregating DimensionsOverviewConfiguring the Dimension AggregationOptions
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