Creating and Editing a Formula
  • 27 Mar 2022
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Creating and Editing a Formula

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The Data Browser enables you to use formulas (freeform expressions) to determine the values and filters of a widget. A rich variety of functions is provided for your use in formulas.

To create or edit a formula:

  1. Open the formula editor in the Data Browser:

    • For a new widget, click Select Data, and then

    • For an existing widget, click the edit formula button


The Data Browser then changes to display the Formula Editor, which has two tabs: Data Browser and Functions.
* The Data Browser tab provides selectable fields.
* The Functions tab lists the functions that can be selected for your formula. Hovering over a function in the list displays a tooltip that describes that function.

  1. Compose the formula as follows:
    • From the Data Browser tab, select one or more fields.
    • From the Functions tab, select the required functions.
  2. Type in the required parts of the formula. To see examples, see Creating Formulas Based on Criteria and Conditions (Filters), and Introduction to Formulas.
  3. Click OK.

If you hover over a formula and right-click, you have the following options:

  • Rename Renames the formula. For example, give it a name that represents a real-life task or expected result from the formula, or include in the name filters that you have added to the formula.
  • Delete Deletes the formula item.
  • Filter Adds filters to the formula.
  • Type Changes the default aggregation method, for example, from Sum to Average.

The right-click options for a filtered formula are:


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