Formulas

With formulas, you can create your own customized formulas in Board, eliminating the need to manually calculate complex equations. 

You must have the Administrator role to have the rights to create formulas in Board.

Learn more about formulas here.

Create Formula 

Go to the menu under Settings > Select Formulas > Click on ‘Create Formula.’ 

Name the formula and optionally add a description. 

Click on ‘Add Component’ to build your formula by choosing from the components: static number, integration KPI, date, group, or budget. 

When your formula is as you desire, simply click ‘Save’ in the top right corner, and you are ready to visualize data from your formula. 

Under 'Formulas,' you always have an overview of your created formulas. You can always edit, duplicate, or delete your formulas if you no longer use them. 

Customizing Formulas 

If you have components you want to duplicate or remove, you can do this by clicking the icons on the right. 

If you want to change the position of a component, you can rearrange it by dragging it to a different spot in the formula. You can also add components before and after by clicking the '+'. 

Components 

Static Number 

Allows you to have a fixed value as part of the formula. 

Note that only whole numbers can be used.

Integration KPI

Use the value from your integration KPIs in the formula. 

If you use KPIs that measure time in your formula, be aware that time is displayed in seconds. To display the formula in hours, you can use the 'Group' component below, where you set it up as 'Integration KPI' / 'Group' ('Integration KPI' / 3600). Remember to add decimal places in your widget to display the specific number.

Date 

Allows you to utilize the period in the widget where you use the formula. For example, you can create formulas that count weekdays. 

Group

The classic "calculate me first" rule. Click ‘Group’ > ‘Add New Component to Group’ > Select a component > choose the calculation method and which components should be included in the formula. If you want to create multiple levels in your formula, simply insert ‘Add New Component to Group’ inside your existing group and select the group. 

Groups ensure that parentheses are placed around your calculations, allowing you to perform complex calculations.

Budget

Use the value of a budget KPI. Learn more about budgets and how to set up a formular for a budget based on weekdays here.

How to duplicate a formula

If you need to duplicate a formula, follow these simple steps:

1. Find the formula you want to duplicate

2. Click on 'Duplicate Formula'

3. Modify the duplicated formula, give it a new titel and ensure all necessary adjustments are made 

4. Click on 'Save', to save your changes

Showcase data for a formula 

If you want to show data from a formula in any widget in board you have to make sure to choose the datasource 'Formula'.

When it comes to showcasing data in a "Table" you can choose as many datasources as needed. From the datasource 'Formula' you will get access to the formulas you have created, however if you wishes to showcase a name you will have to add another datasource where we get the name from.