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Formulas and Dashboard Viewing

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Modified on Fri, 24 May 2013 03:30 PM Categorized as Formulas, Viewer
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:

Viewing the Stock Price KPI using a line chart.

Viewing the Stock Price KPI using a line chart.


Choose the formula you want to apply

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

  1. Right-click with your mouse over the stock price series in the line chart. A context menu with a number of options appears.
    Series context menu.
  2. 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.
  3. From the formula menu, choose More...
    Formula menu.
  4. 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.
  5. Select the Exponential Moving Average formula in the list box.
    Select Formula dialog.
  6. Click OK.

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.

  1. Move your mouse over the information icon (beside the name of the formula). A tooltip displays a description of the formula.
    Formula description.
  2. 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.
    Choose input data values.
  3. 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.
    Input Series Selection dialog.

Set formula parameters

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

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

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:

  1. The result series is given the name Exponential Moving Average by default. Click the name if you want to change it.
    Series name.
  2. 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.
        Series properties.
      • 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).
  3. 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.
    Add another series.
  4. Click OK. The Formula Setup dialog closes.

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.

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

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


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:

  1. Right-click over the series to see its context menu.
  2. 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.

Edit, hide or remove a formula series.


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:


Customize toolbar button.

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.

Another way to access the Customize menu.


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:

Configure Series dialog.

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:

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

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

  • 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.

Related topics


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