How to Add Formulas to the Dashboard

Adding a Formula as a Card

  1. Prepare the Metrics:
    Add the individual metric cards to the dashboard that you’ll use in the formula. You can hide these metric cards if they aren’t needed in the final view.

  1. Add a Formula Card:

    • Select the Formula Type when adding a new card.
    • Set the Title for this card, which will display on the dashboard.
    • Choose a Unit (e.g., Amount, Hours, Percentage, Number) for consistency with other data.
    • Enter the Formula: Use previously added metric cards in the formula and combine them with operators like +, -, *, /, and () as needed.

  2. The formula card will display on your dashboard just like any other metric card.

Adding a Formula as a Data Series on a Chart

  1. Prepare the Metrics on the Chart:
    Add the necessary metrics to the chart that you’ll use in the formula. You can hide these metrics if they don’t need to appear on the final dashboard.

  1. Add a Formula Data Series:

    • Select Formula when adding a new data series.
    • Set the Title for this data series, which will display on the chart.
    • Choose a Unit (e.g., Amount, Hours, Percentage, Number) to match the data format.
    • Enter the Formula: Use metrics already added to the chart and combine them with operators like +, -, *, /, and () as needed.

  2. The formula data series will appear on your chart as a regular metric.

Adding a Formula as a Column in a Table

  1. Prepare the Metrics in the Table:
    Add the necessary metric columns to the table that you’ll use in the formula. You can hide these columns if they aren’t needed in the final view.

  2. Add a Formula Column:

    • Select Formula when adding a new column.
    • Set the Title for this column, which will display in the table.
    • Choose a Unit (e.g., Amount, Hours, Percentage, Number) for consistent data formatting.
    • Enter the Formula: Use metrics already added to the table and combine them with operators like +, -, *, /, and () as needed.

  3. The formula column will be displayed as a regular metric column in your table.