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 

1. Navigate to Settings
2. Select Formulas
3. Click Create Formula
4. Name the formula and optionally add a description
5. Click on Add Component to build your formula by choosing from the components: 
   1. Group, integration KPI, formulas, static number, date, or budget
      
6. When you have created your formula 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 

1. Navigate to Settings
2. Select Formulas
3. Find the formula you want to customize
4. If you have components you want to duplicate or remove, you can do this by clicking the icons on the right. 
5. If you want to change the position of a component, you can rearrange it by dragging it to a different spot in the formula. 
6. You can also add components before and after by clicking the '+'. 

Components 

Group

The classic "calculate me first" rule. 

1. Click Group
2. Then Add New Component to Group
3. Select a component > choose the calculation method and which components should be included in the formula.
   1. 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 create complex calculations.

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.

Only Number KPIs can be used when creating formulas.

Formulas

Use the value from one of your other formulas.

If you have created formulas, you can use them within other formulas. For example, if you have created a formula that combines multiple KPIs, you can simply reference that formula instead of selecting each KPI individually. This makes it easier to build and maintain complex formulas.

Static Number 

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

Note that only whole numbers can be used.

Date 

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

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.

When setting up your formula, you can choose a Budget type by selecting All, User, or Team, depending on what your formula should be based on. 

How to duplicate a formula

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

1. Navigate to Settings > Formulas
2. Find the formula you want to duplicate
3. Click Duplicate Formula
4. Modify the duplicated formula, e.g. give it a new titel and ensure all necessary adjustments are made 
5. Click Save

Showcase data for formulas

When using your formulas, you can select Formulas as the data source. Alternatively, you can select the individual data sources that the formula is based on.

When it comes to showcasing data in a Table you can choose as many datasources as needed.