Dashboard formulas allow you to create custom and reusable formulas in the folder and in several widgets.
Example: You can create formulas, such as “Energy” with all the sections related to water, electricity, etc., or a “Commercial margin rate” formula by dividing the commercial margin and the purchase price.
Create a formula
Go to the “Settings” menu at the bottom left of Dashboard
In the settings, click on “Formulas“
If you have not yet created formulas on your folder, click on the "+"
Indicate the name of the formula, and a description if necessary.
Then build the formula. You have the possibility to use the accounting elements, the previously created indicators, as well as the data in the forecast with the possibility of using the following mathematical operators: +, -, /, *, (, ). You can also use formulas already created on this folder.
Once the fields are completed, click on “Save formula” to save it.
You can search for it by its name (or title) in the “Search” bar. This way, you will be able to modify or delete it by clicking on the 3 dots on the right.
Delete a formula
Widgets using a deleted formula will no longer be able to display results. Please make sure that it is no longer used before deleting a formula
In the “Configuration” menu at the bottom left of Dashboard
In the features, click on “Formulas“
If the formula is not in the list, find it using the “Search” bar
Click on the 3 small dots at the end of the line of the formula you want to delete
Then on “Delete”
