Creating and Editing Formulas
Rintfunctions are not currently supported.
- Click , the Dashboards tab, and select a dashboard from the list.
- Create or edit a widget in the Widget Designer.
In the data panel on the left, do one of these:
- To add a new field based on a formula, click , the Add button, and then click , the Create Formula button, in the top-left corner of the data browser dialog box.
- To change the formula used for an existing field, hover over the field and click , the Edit Formula button.
Define the formula in the Formula Editor.
A large version of the Formula Editor is also available. Click , the Expand button, in the top-right corner of the dialog box.
In the Functions tab, select the function that you want to use.
You can hover over a function in the list to see the function description and the required syntax.
The available functions are grouped into four categories: Statistical, Math, Date & Time, and Other. To go to a specific category, click , the Jump To button, and select a category name.
In the Data Browser tab, select one or more data fields to include them in the formula.
Each field has a default behavior that depends on the type of data included in the field and the type of data required by the widget. For example, when the widget requires numeric values, the default aggregation method for numeric fields is Sum. You can see information about the default behavior of a field by hovering over the field.
To change the default behavior of a field, hover over the field and click More.... You can select a different aggregation method, apply filters, or set a different time period for date fields.
You can also use arithmetic operators to add, subtract, multiply, or divide the values in the data fields without selecting a function. For example, the formula
[Total Printed Pages]*[Total Printed Copies]multiplies the number of printed pages by the number of printed copies.
- Enter the required parts of the formula according to the function syntax.
To change the default behavior of a data field inside the formula, right-click the
field and select one of the options available in the menu.
Rename: Enter a different name for the field.
For example, you can specify a name that represents the expected result or that includes any filters that you applied.
Filter: Add filters to the field.
For example, in the formula
SUM([Printed Impressions]), you can add a ranking filter for the Printed Impressions field to calculate the sum of printed impressions using only the top 10 values.
Type: Change the default aggregation method.
For example, you can switch from Sum to Average.
- Rename: Enter a different name for the field.
- Click OK.
- In the Functions tab, select the function that you want to use.