User-Defined Formulas

Add Formulas:

Perform the following steps to add user-defined formulas:
  1. On the left navigation menu, drop-down the
    Configuration
     menu and click
    Formula Setup
    .
    The
    User Defined Formulas
     tab is displayed.
    User-Defined Formula Dashboard
  2. Click
    Add
    .
    Add User-Defined Formula
  3. In the
    Basic Details
     tab, set these parameters:
    1. Formula Name: Provide the Formula Name.
    2. Version: Provide the Version details.
    3. Formula Description: Provide a description for the formula.
    4. Formula Status: Select the required status from the drop-down list.
  4. Click
    Next
    .
    Add User-Defined Formula
  5. In the
    Formula
     Details tab, provide the formula in the
    Enter the Formula below
     box.
  6. Click
    Validate
    .
    Confirm Formula
  7. In the pop-up dialog, the user can view the formula in the book format and click
    Confirm
    .
  8. After successful validation, under
    Input Variables Details
     section, set the following parameters for each name:
    1. Type
      : Select the required type (Variable or Constant) from the drop-down list.
    2. Unit of Measure
      : Select the required Unit of Measure from the drop-down list. It is applicable for Variables.
    3. (Optional)
      Description
      : Provide a description for the name.
    4. (Optional)
      Default Value
      : Provide a default value for the name and it is applicable for Constants.
  9. Click
    Next
    .
  10. In the
    Formula Validation
     tab, perform the following actions:
    User-Defined Formula
    1. Provide the values to the input variables and click
      Test Formula
      .
    2. The output value is displayed in the
      Calculated Output
       box.
    3. Click
      Save
      .
The formula is added to the
User Defined Formulas
 table. The
Utilized in app
 column is added to the existing table and it displays
Yes
 or
No
 based on the association with KPIs.

dit Formulas

Perform the following steps to edit the formula:
  1. Select the required formula checkbox from the table.
  2. Click
    Edit
     and edit the required fields.
  3. Click
    Save
    .

Delete Formulas

Perform the following steps to delete the formula:
  1. Select the required formula checkbox from the table.
  2. Click
    Delete
    .
    The
    Delete Formula
     dialog box is displayed.
    Delete Formula Dialog
  3. Click
    Delete
    .
    The "Formula is deleted successfully" message is displayed.
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