Shared Formulas

If the Shared Formulas feature is activated, dashboard and widget designers have the ability to create and store shared formulas that can be shared and reused across multiple widgets simultaneously, without the need to redefine the same formula for each widget. This not only saves time but also allows editing the formula in one place, and thereby update the formula in each of the places it is used automatically, instead of having to search for each instance of the formula and changing it manually in those locations.

Activating the Shared Formulas Feature
  1. Navigate to Admin > System Management > Configuration > 5 clicks on the Sisense logo > Base Configuration > SharedFormulas and toggle the feature on.
  2. Click Save Base.
  3. For the activation to take effect, restart the system.

Now, for pivot tables, the Edit Formula window includes the Shared Formulas tab. For example:


Creating a Shared Formula
  1. Create the required formula as usual.
  2. At the bottom of the Edit Formula window, click the Save as Shared Formula link. For example:

    This opens the Save as Shared Formula window.

  3. In the Name field, enter a meaningful name that best describes the formula's purpose.
  4. In the Description field, it is recommended to provide a description that clearly describes the formula's purpose and use so that, in the future, people can easily determine whether this is the formula they need.
  5. Click Save.

The formula name now appears in the Shared Formulas tab. For example:

Managing Shared Formulas

If you hover over any formula in the shared formula list, the following options are displayed:

  • Clicking the Infoicon displays the summary information of the shared formula, For example:

  • Clicking the Where Used icon shows the number of dashboards and widgets that use the formula,. Clicking the Copy list to clipboardicon copied the list of dashboards and widgets that use the formula to the clipboard so you can paste it elsewhere and navigate away from the formula editor to those locations without losing the entire list and having to return to the Shared Formula tab each time to find the other locations it is used.

  • Clicking the Edit icon moves the focus to the formula so you can edit it. When you have finished editing the shared formula, click the Edit icon again to return the focus to the Shared Formulas tab.
  • Clicking the Delete icon opens a verification window for you to confirm that you indeed want to permanently delete the shared formula, or close the window without deleting the shared formula.


Notes about shared formulas:

  • Saving a shared formula does not apply the formula to the widget you are editing unless you also click OK in the Edit Formula window.
  • When editing a shared formula, the name of the shared formula cannot be changed.
  • Nesting of shared formulas - using shared formulas within other shared formulas - is possible but it is recommended to use no more than three levels of nesting as nested shared formulas affect the time it takes to load the widgets that use them.

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