Creating and Editing a Formula

The Data Browser enables you to define formulas (freeform expressions) that define the values and filters of a widget.

A rich variety of functions are provided for you to use in the formula that you define.

To define 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 on 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 fields to choose from.
   • The Functions tab lists the functions that you can include in your formula by selecting them. You can read a description of each function in a tooltip by hovering over it.

2. Define the formula as follows:

   • From the Data Browser tab, select one or more fields.
   • From the Functions tab, select the required functions.

   

3. Type in the required parts of the formula. To see examples, see Creating Formulas Based on Criteria and Conditions (Filters), and Introduction to Formulas.

4. Click OK.

To edit a formula:

You can easily edit formulas using the right-click options. They include:

• Rename: Rename the formula, for example, give 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.
• Filter: Add filters to the formula.
• Type: Change the default aggregation method, for example, from Sum to Average.

The following image shows the right-click options.

The following image shows right-click options for a filtered formula.

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