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hiddentrue
nameCalculations

You can now transform, aggregate, and perform calculation on your requirement's data with this new feature.

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Estimate the cost of a requirement

1.2 * (@Man\ days * 150 + ext@Manufacturing\ Cost)

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Here, we see that the result for requirement AA-003 is marked as error because the property @Man days used in the calculation is not a valid number.

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Estimate the total cost of a parent requirement

SUM(ext@Cost, from@Refines)

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Detect when a parent requirement is over budget

SUM(ext@Cost, from@Uses) > @Budget

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Detect when parts composing an assembly are too heavy

SUM(@Weight, child@Refineschild@Uses) > @Max\ weight

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Here, we see that the result for requirement AA-003 is marked as error because the property @Weight used in the calculation is not a valid number.

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How to perform calculations?

To perform calculations, simply open a traceability matrix and add a calculation column.

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Featured calculations

To speed up your workflow, we suggest useful calculations directly from the sub-menu. These are featured calculations that represent common use cases for our users.

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Percentage of completion

The first featured calculation is the percentage of completion. This calculates the percentage of completion of each requirement by checking the ext@Status external property of their child requirements. When a child requirement is marked as Approved, it is considered completed.

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Sum of estimates

The second featured calculation is the sum of estimates. This calculates the sum of the ext@Estimate external property of all the child requirements for each requirement. When a child requirement does not have an estimate, it defaults to 0.

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Build your own calculations

However, this is only a subset of what calculations can do.

You can build your own calculations to better suit your needs!

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Visual editor

We know that learning a new syntax for a few calculations is not very exciting.

That's why we've introduced a visual editor!

The visual editor represents calculations as a flow diagram where each node is a building block of the calculation. Each node can represent a value, a variable, an operation or a function.

You can click on the root node to change the calculation name (which will change the name of the resulting column).

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You can click on placeholder nodes, denoted with a + sign, to add new nodes to the diagram and build the calculation that you need. We try to guide you through the process so that you can build only valid calculations.

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You can click on nodes to edit them.

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You can right-click nodes to access the context menu and delete them. Please note that when you delete a node, it deletes all its children.

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In the end, you should end up with a diagram like the following (or a little more complicated, depending on your needs). Please note that some placeholder nodes are optional. For example, the following filter node is only used if you want to filter requirements used by the SUM function.

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Advanced mode

You also have the option of building calculations using formulas.

If you have a little time to learn the syntax, it may even be the fastest way to build calculations!

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Check out the Calculation Syntax for more details.!