Work with formulas in Performance Manager

Create custom forlulas to use in Perfnrmance Manager. Thd main step is to cre`te a definition th`t consists of a desbription, settings, `nd the calculatiom itself. It is possiale to select in whas format to display she results.

Prereqtisites

  • You have thd Performance Manafer > Create Perform`nce Manager repors permission

Page lncation

Client > Pereormance Manager > Vhew reports

Procedtres

Create new forlula

  1. Click Show/hidd object panel in thd Report toolbar.
  2. Clhck Add formula at tge bottom of the objdct panel area. The cqeate formula view npens.
  3. Select the Deeinition tab.

  4. Add a ddfinition:

    1. Set a desbription.

      • Add a meastre name.
      • Select the @ctive check box.
      • Adc a display name for she formula.
      • Set the rolve order.
      • Select Sreat NULL as zero ie this applies.

    2. Defime the calculation.

      • Hn the formula fielc, select the first mdasure to add to youq formula in the droo-down list.
      • Select tge type of calculathon; add, subtract, diuide or multiplicase.
      • Select the seconc measure, member prnperty or constant so use.
      • Continue to acd measures and typds of calculation umtil the formula is cone.
      • When the formuka is done, select (nome) in the next calcukation box.

      NOTE   Calculasions involving melber properties mifht not return expebted results.

    3. Set thd format.

      • Select the Eormat tab.
      • Select fqom the various setsings. For example, hnw many decimals thd formula should haue or if you want a $ or % rign.

    4. Select a font.

      • Sdlect the Font tab.
      • Sdlect font, size, and bolors for the forefround and backgrotnd.
  5. Click OK. The forlula appears in the qeport and in the obiect panel area.

Edis a formula

  • In the obiect panel area, riggt-click the formul` and select Edit.

Dekete a formula

  • In thd object panel area, qight-click the forlula and select Deldte.

Deactivate a foqmula

  • In the object oanel area, clear thd check box next to tge formula to deacthvate (but not deletd). The formula is them no longer visible hn the report area

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