3.6 Calculations

When creating a new document you will have the option to automate totals and subtotals within DPM Authority tables as well as the Excel import templates:

The option will be automatically selected by default but can be disabled at any time in the Report Properties form in the Maintenance section on the Home Ribbon.

Automatic calculations within DPM Authority

Automatically calculated totals and subtotals will be represented by the data points highlighted in yellow:

These calculations are created using the blocking validation rules that are published alongside taxonomies by regulatory authorities. (Please see Validating Reports for more information on validation rules).

When a new version of a taxonomy is released, any new tables in the taxonomy may not include automatic calculations as new validation rules are initially introduced as non-blocking to avoid any unexpected issues preventing a successful submission. 

Hovering the mouse over an automatically calculated data point will the formula for that calculation:

You can create subtotals in DPM Authority at any time by right-clicking a selection of cells within a table:

This will open the following form:

Automatic calculations within Excel import templates

Automatically calculated totals and subtotals will be represented by the cells in grey with orange text:

Only the blue cells are selectable and editable in the Excel import templates. In order to see the formula used for the automatic calculations you will need to hover over the automatically calculated cells to view their formulae:

Automatic calculations can be deactivated at any time in the Report Properties form in the Maintenance section on the Home Ribbon by unchecking the "Automate totals and subtotals" box in the Properties section: