Using Formulas

Formulas are custom calculations performed on one or more data fields. They provide an important way to analyze results.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
Formulas let you create complex calculations and combine fields from different data sources. You can also customize the formulas to reflect specific criteria and conditions or recalculate formulas based on any filter, variable, or level of granularity.

These are the main functions available in RICOH Supervisor:

Goal Function Types and Syntax
Perform calculations based on criteria Measured value

Numeric value filters: ≠, =, >, <, between

Text filters: Contains, Doesn't Contain, Doesn't End With, Doesn't Start With, Ends With, Starts With, Equals, Not Equal

List filters: Include, Exclude

Ranking filters: Top ranking, Bottom ranking

Time filters: Date and Calendar
Combine data or apply simple mathematical operations Aggregate functions

Operator: +, -, *, /

Aggregate:Sum()

Average:Avg()

Count:Count(), DupCount()

Range:Max(), Min()
Summarize data Statistical functions

Central tendency:Median(), Mode(), Largest()

Standard deviation and variance:Stdev(), Stdevp(), Varp(), Var()

Quartile and percentile:Quartile(), Percentile()
Accumulate data Rolling sum or average

Sum to date:YTDSum(), QTDSum(), MTDSum()

Average to date:YTDAvg(), QTDAvg(), MTDAvg()
Compare time periods or trends Time functions

Past periods:PastYear(), PastQuarter(), PastMonth(), Next(), Prev()

Growth trend:Growth(), GrowthRate()

Time difference:YDiff(), QDiff(), MDiff(), DDiff(), HDiff(), MnDiff(), SDiff()

You can see information on all the available functions directly in the Formula Editor when you hover over a function in the list.

In this section:

  1. Creating and Editing Formulas
    You can create formulas for your widgets directly from the data browser when you add a field or you can edit the calculations for existing fields.
  2. Saving and Reusing Formulas
    You can save formulas for future use.
  3. Using Quick Functions
    The Widget Designer provides several predefined quick functions that you can easily apply when you select fields for your widgets.
  4. Building Formulas with Functions
    Functions are operations that perform common types of calculations and can be used to build formulas.
  5. Creating Formulas Based on Filters
    To create formulas that evaluate specific conditions, you can use the measured value function, which performs a calculation only when the values meet a set of criteria.
  6. Using Conditional Statements
    Conditional statements are formulas that let you create additional categories in your data set. When the condition is met, the new category is added to the widget without modifying the data set itself.
Parent topic: Working with Dashboards