• Count
• Minimum
• Maximum
Calculation examples
Thefollowingsectioncontainsseveralexamplesofmakingcalculationsusing
theCalculationsmenu.
Todisplaytotalrevenueandsubtotals
Youwanttocalculateanddisplaythetotalrevenueinatable.
1. ClickintheRevenuecolumn.
2. ClickSumontheCalculationstoolbar.
• DesktopIntelligencedisplaysthetotalrevenueinthefooterattheend
ofthetable.
• ThesumbuttonontheCalculationstoolbarisdimmed.
Toinsertabreaktodisplaysubtotalsforeachresort
Younowdecideyouwanttoinsertabreakonthistabletodisplaysubtotals
foreachresort.
1. ClickinsidetheResortcolumnandclickInsertBreak.
Thedataisbrokenupandanemptyrowisinsertedattheendofeach
resortsection.
2. ClickintheRevenuecolumn.
3. ClickSumoncetoremovetheexistingcalculation.
4. ClickSumagaintoinsertthesubtotals.
DesktopIntelligencedisplaysasubtotalforeachresortandatotalatthe
endofthetable.
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Example:Displayingaverage,maximumandminimumrevenue
Thefollowingtablehasfourdifferentcalculationsforrevenue.Noticethat
theAveragerevenue,theMaximumandMinimumrevenuesandtheSum
arealldisplayedinseparaterowsintheordertheywereapplied.Eachfigure
isidentifiedbythenameofthecalculation.WhenyouaddaPercentage
calculation,DesktopIntelligenceaddsanextracolumnthatshowseachrow
asapercentageofthetotal.
Example:Tocalculatethedifferenceinrevenuebetweentwo
quarters
Inthisexampleyouhaveacrosstabthatdisplaysrevenueperresortper
quarterandtotalrevenueperquarter.Youwanttoshowinthetablethe
differenceinrevenuebetweentwoquarters.
1. SelectQ2withthemouse,then,holdingdowntheCtrlkey,selectQ1.
2. ClickVariancePercentageontheCalculationstoolbar.
DesktopIntelligencedisplaysthedifferenceinrevenuebetweenQ1and
Q2foreachresortasapercentageinanewcellcalledQ2-Q1.
3. SelectQ4withthemouse.
4. HolddowntheControlkeyandselectQ3.
DesktopIntelligencedisplaysthedifferenceinrevenuebetweenQ1and
Q2foreachresortasapercentageinanewcellcalledQ4-Q3.
Note:YoucanalsousetheShiftkeytoselectcolumnsandrows.Ifyou
usetheShiftkey,DesktopIntelligencedoesnottakeintoaccountthe
orderinwhichyouselectedthecolumnsandrowsandalwaysselects
cellsfromtoptobottomandfromlefttoright.Ifyoucarryoutthe
calculationaboveusingtheShiftkey,DesktopIntelligencewillcalculate
Q1-Q2.
Toreuseacalculationelsewhereinareport
Youcandragacalculationfromatableoracrosstabandplaceitinadifferent
positioninareport.DesktopIntelligencekeepstheformulawiththecell.
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1. Clickinsidethecellcontainingthecalculation.
2. Clickinsidethecellagainand,holdingdownyourmousebutton,drag
thecelltothedesiredposition.
3. Releasethemousebutton.
Notethatwhenyoumoveacellcontainingacalculationtoadifferentpart
ofthereport,thecalculationresultdependsonwhereexactlythecellis
positionedasthiscanchangethecontextinwhichthecalculationismade.
Formoreinformationonthispointsee"CalculationContextsandExtended
Syntax."
Example:Todisplaytotalrevenueasatabletitle
Youhaveareportshowingoveralltotalandmaximumrevenues,andtotal
andmaximumrevenuebyresortandserviceline.Youwantthetotalrevenue
toappearatthetopofthereport.
1. SelecttheSumcellatthebottomofthereportanddragittothetopof
thereport.
2. ClickCellontheInsertmenuandtype"TotalRevenue"intheinserted
cell,thenalignitnexttothecellyouplacedatthetopofthereport.
3. Selecttheblockatthebottomofthereportthatcontainstheoverallsum
andmaximumcalculationsandpresstheDeletekeytodeleteit.
Converting to and from Euros
ThefollowingsectiondescribeshowDesktopIntelligenceusesbuilt-in
functionstohelpyouquicklyandaccuratelyconvertacurrencytoorfrom
euros.
Whatistheeuro?
TheeuroistheofficialcurrencyunitoftheEuropeancountriesthatbelong
totheEMU(EuropeanMonetaryUnion).
Eachoneofthesecountrieshasaconversionratebetweentheeuroandits
formernationalcurrency.EMUregulationsstipulatehowtheconversionmust
becarriedout.
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DesktopIntelligenceeuroconversionfunctionsadheretothesestipulations.
Displayingtheeurosymbol
Theeuroisdesignatedbyanofficialsymbol.Todisplaythiscurrencysymbol
inDesktopIntelligence,youneedtohaveaWindowsoperatingsystemthat
candisplayitoryouneedtoinstallaeurofontupgradetoyourWindows
operatingsystem.
Ifyouroperatingsystemcannotdisplaytheeurosymbol,youcanusethe
officialISOthree-lettercode,EUR,instead.
Howdoestheconversion work?
Eachcurrencyhasafixedconversionrateofsixsignificantdigits.Thenumber
ofdigitsafterthedecimalpointdependsonthenumberofdigitsbeforethe
decimalpoint.
Example:Convertingtoeuros:six-digitconversionrates
TheconversionrateforDutchguilders(NLG)is2.20371,with1digitbefore
thedecimalandfiveafter.
TheconversionrateforBelgianfrancs(BEF)is40.3399,with2digitsbefore
thedecimalpointandfourafter.
ToconverttoeurosfromanEMU-compliantcurrency,youdividethelocal
currencyamountusingthesix-digitconversionrateforthatcurrencyand
thenroundtheresulttodisplaytheappropriatenumberofdecimaldigits.
ToconvertfromeurostoanEMU-compliantcurrency,youmultiplythe
amountineurosbythesix-digitconversionrateforthetargetcurrencyand
thenroundtheresulttodisplaytheappropriatenumberofdecimaldigits.
Conversion errors
WhenyouconvertanEMU-compliantcurrencytoorfromeuros,youusethe
fixedsix-digitconversionrateandthenroundtheresulttotheappropriate
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numberofdecimaldigits.Roundednumbersarelessaccuratethanthe
originalnumbersandtherounderroronagivenamountmaybefairly
negligibleorquitesubstantial.DesktopIntelligenceallowsyoutodisplay
rounderrorsafteryouhaveconvertedamountstoandfromeurostoassess
theimportanceofthedifference.
DisplayingcurrencyformatsinDesktopIntelligence
DesktopIntelligenceusesthedefaultcurrencydefinedforyouroperating
systemdefinedintheWindowsRegionalSettingsintheWindowsControl
Panel.
YoucandisplaycustomcurrenciesinyourDesktopIntelligencereportsin
additiontothedefaultcurrencyprovidedbyyouroperatingsystem.For
example,ifyourdefaultcurrencyis$,alltheamountsinyourreportwillbe
inUSdollars.Ifyoualsowanttodisplayacolumnwithrevenueineuros,
youcanaddyourowncurrencyformatinDesktopIntelligence.Seethe
DesktopIntelligenceUser'sGuide:ReportTechniquesandFormattingfor
details.
Toconverttoeuros
YoucanconvertanamountfromoneoftheelevenEMUcurrenciesinto
eurosusingoneeasymouseclick.
1. Selectthecolumn,roworcellthatcontainsthedatayouwanttoconvert.
2. ClickEuro,thenclickConvertToEuroontheDatamenu.
• IfDesktopIntelligencerecognizesthecurrency,itcarriesoutthe
conversionanddisplaystheresult.
• IfDesktopIntelligencedoesnotrecognizethecurrency,itdisplays
theSelectCurrencydialogbox.
3. ChoosethecurrencyfromthelistboxandclickOK.
Thedataisconverted.Ifthesourcedatawasformattedascurrency,the
converteddataisformattedwiththeeurocurrencyformattingdefinedin
theConversionRatestable.
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HowdoesDesktopIntelligencerecognizethecurrencyofthe
selecteddata?
DesktopIntelligencerecognizesthecurrencyofselecteddataif:
• itisformattedascurrencyusingthestandardWindowscurrencysymbol
• andtheselectedcurrencyisintheConversionRateslist
Forexample,47DMwillberecognizedbyDesktopIntelligenceasGerman
marks.
IfthedataisnotformattedasacurrencyDesktopIntelligencerecognizes,
theSelectCurrencydialogboxisdisplayed.
Ifthecurrencyyouwanttoconverttoeurosisnotinthelist,youcanaddit
asdescribedbelow.
Toconvertfrom euros
YoucanconvertafigurefromeurosintooneoftheelevenEMUcurrencies
usingoneeasymouseclick.
1. Selectthecolumn,roworcellthatcontainsthedatayouwanttoconvert.
2. ClickEuro,thenConvertFromEuroontheDatamenu.
TheSelectCurrencydialogboxopens.
3. ChoosethecurrencyyouwanttoconverttheeurostoandclickOK.
Thedataisconverted.Ifthedataineuroswasformattedascurrency,
theconverteddataisformattedwiththecurrencyformattingdefinedin
theConversionRatestable.
Displayingroundingerrors
Aroundingerroroccursbecausewhenanamountisconvertedtoorfrom
euros,theresultisroundedtoshowonlytheappropriatenumberofdecimal
digits.Theroundingerrorreturnsthedifferencebetweentheroundednumber
andthenumberbeforerounding.
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Todisplayroundingerrors:
1. Selectthecolumn,roworcellthatcontainstheconverteddata.
2. ClickDisplayRoundingErrorsontheDatamenu.
Theroundingerrorsaredisplayedinanewcolumn,roworcellwhichis
insertedaftertheselectedcolumn,roworcell.
Note:TheDisplayRoundingErrorscommandisonlyavailableiftheselected
cellcontainsanumberthathasbeenconvertedtoorfromeuros.
Conversion rates
DesktopIntelligencestorestheconversionratesandotherinformationfor
theEMUcurrenciesandusesthisinformationtocarryoutconversionsto
andfromeuros.Youcaneditthisinformationandaddothercurrenciesto
thislist.
Toviewconversionrates
• ClickEuro,thenclickDisplayConversionRatesontheDatamenu.
TheConversionRatesdialogboxappears.
Thisdialogboxshowsthefollowinginformationabouteachcurrency:
ShowstheofficialISO(International
StandardsOrganization)labelfor
thecurrency.
Currency
Showstheofficial6-digitconversion
ratebetweenthecurrencyandthe
euro.
Rate
Showsthenumberofdecimaldigits
usedbyeachcurrency.
Decimal
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Showsthesymbolorabbreviation
usedtodesignatethecurrency.
Format
Showsthenameofthecurrencyin
thelocallanguage.
Label
Toeditinformationaboutacurrency
1. ClickEuro,thenclickDisplayConversionRatesontheDatamenu.
2. TheConversionRatesdialogboxappears.
3. Selectthecurrencyyouwanttoeditfromthelist.
4. ClickEdit.
TheEditConversionRatedialogboxappears.Itdisplaystheinformation
thatDesktopIntelligencecurrentlyusesfortheselectedcurrency.
5. Makeanynecessarychangesbytypinginthenewinformationoverthe
oldinformationinthetextboxes.
6. ClickOKwhenyouhavefinished.
TheEditConversionRatedialogboxcloses.
Thenewinformationconcerningtheselectedcurrencyisnowdisplayed
inthelistintheConversionRatesdialogbox.
7. ClickOKtoclosetheConversionRatesdialogbox.
Toaddanewcurrency
1. ClickEuro,thenclickDisplayConversionRatesontheDatamenu.
TheConversionRatesdialogboxappears.
2. ClickAdd.
TheAddConversionRatedialogboxappears.
3. Entertherequiredinformationineachtextbox
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Youmustenterinformationineachtextbox.
4. ClickOKtoclosetheAddConversionRatedialogbox.
ThenewcurrencyisnowdisplayedinthelistintheConversionRates
dialogbox.
5. ClickOKtoclosetheConversionRatesdialogbox.
Example:ToaddUSdollarstothecurrencylist
YouwanttoaddUSdollarstothelistofcurrenciessinceyouregularlyuse
dollartoeuroconversioninyourbusiness.Youhavetoday'sdollar/euro
exchangerate.Sincethepriceofthedollaragainsttheeurofluctuatesdaily,
youwillhavetoupdatedollarcurrencyinformationregularly.
1. ClickEuro,thenclickDisplayConversionRatesontheDatamenu.
TheConversionRatesdialogboxappears.
2. ClickAdd.
TheAddConversionRatedialogboxappears.
3. EntertheinformationintheAddConversionRatedialogbox:
• EnterUSDintheCurrencybox.
• Enter0.9intheRatebox
• Enter2intheDecimalbox.
• Enter$intheFormatbox.
• EnterUSDollarsintheLabelbox.
4. ClickOK.
USdollarsnowappearsinyourlistandwillberecognizedbyDesktop
IntelligencesothatyoucanconvertbetweenUSdollarsandeurosusingthe
ConverttoEuroandConvertfromEuromenucommands.
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Fixedandfluctuatingcurrencyrates
TheconversionratesbetweentheeuroandEMU-compliantcurrenciesare
fixed.Whenconvertingeurostoanyothercurrencyyoumustusethedaily
ratesetbyfinancialinstitutions.
Triangulation
IfyouwanttoconvertfromoneEMU-compliantcurrencytoanother
EMU-compliantcurrency,youcannotsimplyusecrossrates.Youhaveto
useaprocedurecalledtriangulation.Totriangulate,youconvertthefirst
currencyintoeurosusingasix-digitconversionrateandthenconvertthe
eurosintothesecondcurrencyusinganothersix-digitconversionrate.
Example:Triangulation:convertingbetweenEMU-compliantcurrencies
Inthefollowingexample,youwanttoconvertanamountinGermanmarks
intoBelgianfrancs.Todothis,youfirsthavetoconverttheGermanmarks
intoeurosusingthesix-digitconversionrateforGermanmarks.Youthen
roundtheeurostonolessthanthreedecimaldigits.Finallyyouconvert
theeurosintoBelgianfrancsusingthesix-digitconversionrateforBelgian
francs.YoucancarryoutthisconversionbywritingaDesktopIntelligence
formula.
ThefollowingDesktopIntelligenceformulaconverts100DEMto2063BEF.
EuroConvertFrom(EuroConvertTo(100, "DEM", 3), "BEF", 0)
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