The Formula Editor is where Designers define formulas for a dashboard's widgets. This article is a high level introduction to the formulas to get you started. If you are familiar with the Formula Editor; and what to learn about different functions see Insights - Formula guide.
To open the Formula Editor:
Do one of the following:
For a new widget; click Select Data; and then .
For an existing widget; click on the edit formula button .
The Formula Editor has two tabs; the Data Browser to select fields and the Functions tab to select formula operations. You can create a formula combining one or more function; field and filters. The diagram below highlights the main components of the formula panel.
Functions are operations which perform different calculations; for example a sum. Use the search box to quickly find the formula you need.
Fields in the Data Browser contain all fields accessible in Insights; i.e. all basic fields plus User-Defined fields handpicked by your Maximizer admin. Clicking on a field in the data browser will include it as part of the formula.
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