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Click to return to: Documentation | Viewing Dashboards | Formulas in Dundas Dashboard

# Overview¶

This article shows how to apply formulas to data visualization controls while viewing a dashboard. Once you've applied a formula, you can save the resulting dashboard in the form of a bookmark, export the formula result as data or as an image, or share the dashboard with other users.

**Note:** Annotations cannot be added to formula-based series.

*Tip:* You can also apply formulas while viewing an analytical dashboard.

# Apply a formula to a data visualization control¶

The following example shows how to apply the Exponential Moving Average formula to an existing chart on a dashboard. The Exponential Moving Average formula is a general-purpose or standard type of formula that takes an input series and returns a corresponding result series.

The formula result will be displayed as a second series in the existing chart.

## View your dashboard¶

In order to use formulas, you must have a data visualization control on your dashboard that displays data from a KPI or dataset. The figure below shows a line chart that displays a *Stock Price* KPI:

## Choose the formula you want to apply¶

Choose the formula to be applied to the above chart as follows:

The Select Formula dialog closes and the*Formula Setup* dialog is displayed next.

## Using the Formula Setup dialog¶

Set up the exponential moving average formula as follows:

### Choose the input series¶

Every formula requires an input series to be supplied. Some formulas need more than one input series.

### Set formula parameters¶

A formula may have parameters which give you some degree of control over the calculation.

### Configure formula results¶

A formula always produces a result set. Some formulas produce more than one output or result (⪚ additional series which can optionally be displayed). The *Formula Output* section lets you configure these formula results:

## View the formula results¶

The formula result series is now displayed on the line chart. The attached legend is also updated automatically with the corresponding legend item for the new series.

*Tip:* Use the bookmark functionality to save the state of your current dashboard, including all of your formula results.

# Edit, hide or remove a formula series¶

To edit, hide or remove a formula series from a data visualization control:

*Tip:* You can also perform these operations, or un-hide a formula series, from the Configure Series dialog.

# Customize the dashboard¶

Click the **Customize** menu button in the toolbar in order to:

You can also access the Customize menu by right-clicking over the background of your dashboard (outside of any controls).

## Using the Configure Series dialog¶

Click **Configure Series** in the Customize menu to launch the *Configure Series* dialog, which lets you configure each of the series appearing on your dashboard, including formula results:

You can also create a new formula instance by using an existing series as input:

*Tip:* You can use standard (⪚ KPI-derived) series as input to a formula, or you can use an existing formula result series as input to a second formula. The latter is an example of *chaining* formulas together.

# Notes¶

# Related topics¶

Click to return to: Documentation | Viewing Dashboards | Formulas in Dundas Dashboard

The formula result will be displayed as a second series in the existing chart.

Viewing the Stock Price KPI using a line chart. |

- Right-click with your mouse over the stock price series in the line chart. A context menu with a number of options appears.
- In the series context menu, point to
*Apply Formula*. A cascading formula menu is displayed. Note that the cascading formula menu only lists the more popular formulas and formula categories. - From the formula menu, choose
*More...* - The
*Select Formula*dialog is displayed. This dialog lets you access all available formulas in Dundas Dashboard. You can also search for a specific formula by name, or filter by formula category. In the dialog, set the**Category filter**dropdown list to*Standard*in order to see only standard formulas in the list. - Select the
*Exponential Moving Average*formula in the list box. - Click
**OK**.

The Select Formula dialog closes and the

- Move your mouse over the information icon (beside the name of the formula). A tooltip displays a description of the formula.
- The
**Input Data Values**dropdown list lets you choose the input data series for the formula. In this example, the series named*Stock Price - Close*is chosen automatically.*Stock Price*is the KPI name and*Close*is the name of a measure/metric within that KPI. - Alternatively, if you click the magnifying glass icon beside the Input Data Values dropdown list, this will launch the
*Input Series Selection*dialog, which lets you choose the input data visualization control by clicking on a preview of the dashboard. Once you've chosen the control, select the corresponding measure/metric that will provide the input data series.

- Set the
**Period**parameter value. This specifies the number of time periods to use in the calculation of the exponential moving average. - Or, leave the Period parameter value at its default setting.

- The result series is given the name
*Exponential Moving Average*by default. Click the name if you want to change it. - Configure the formula result series for display on the line chart:
- Use the dropdown list to choose the preferred data visualization for the result series.
- Optionally, click the Edit button beside the dropdown list to configure other properties of the result series:
- Set the Fill color of the series.
- Set the Stroke Thickness of the series.
- Check the preview of the series.
- Click
**OK**.

- Use the
**Y Axis**dropdown list to choose which result series you want to display (since some formulas generate more than one output or result series).

- If the formula produces more than one result series, and you want to display the other series as well, click the
**Add Visualization**button near the bottom of the Formula Setup dialog. This adds another set of controls for configuring the additional result series as described in step 2 above. - Click
**OK**. The Formula Setup dialog closes.

Chart showing the result of applying an exponential moving average formula. |

- Right-click over the series to see its context menu.
- From the menu, choose the desired operation. The Edit item launches the Formula Setup dialog which allows you to change formula parameters and more.

Edit, hide or remove a formula series. |

- Apply a formula to a data visualization control on the dashboard.
- Configure a series appearing on the dashboard.

Customize toolbar button. |

You can also access the Customize menu by right-clicking over the background of your dashboard (outside of any controls).

Another way to access the Customize menu. |

Configure Series dialog. |

- Use the
**Visualization**dropdown to list every series on your dashboard, or to list only the series associated with the selected data visualization control. - The
**hide series**button works like a toggle. Click the button to see the corresponding series immediately appear or disappear from the dashboard. - Click the
**edit this series**button to change certain properties of a formula series, such as Fill and Stroke Thickness. - The
**edit the formula**button lets you edit a formula instance via the Formula Setup dialog. - Click the
**remove series**button to remove the formula result series from the corresponding data visualization control.

You can also create a new formula instance by using an existing series as input:

- Select one or more grid rows (&ie; series) as input for the formula.
- Click
**Apply formula**. The Select Formula dialog is displayed. - Choose the desired formula, then click
**OK**. - Set up the formula using the Formula Setup dialog as shown previously.

- If you have a data grid that displays multiple KPIs, note that only the data/columns from the primary KPI will be available as inputs to a formula. Secondary KPIs are excluded from the list of available inputs in the Formula Setup dialog.
- Most formulas applied to a data grid will use record number alignment. However, for certain formulas, such as Maximum Subset, you may want the result aligned with the original data. In this case, use the Advanced Configuration option during formula setup to choose an alignment column.

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