Work with formulas in Performance Manager

Create custom formulas to use in Performance Manager. The main step is to create a definition that consists of a description, settings, and the calculation itself. It is possible to select in what format to display the results.

Prerequisites

You have the Performance Manager > Create Performance Manager report permission

Page location

Client > Performance Manager > View reports

Procedures

Create new formula

Click Show/hide object panel in the Report toolbar.
Click Add formula at the bottom of the object panel area. The create formula view opens.
Select the Definition tab.
Add a definition:
1. Set a description.
  - Add a measure name.
  - Select the Active check box.
  - Add a display name for the formula.
  - Set the solve order.
  - Select Treat NULL as zero if this applies.
2. Define the calculation.
  - In the formula field, select the first measure to add to your formula in the drop-down list.
  - Select the type of calculation; add, subtract, divide or multiplicate.
  - Select the second measure, member property or constant to use.
  - Continue to add measures and types of calculation until the formula is done.
  - When the formula is done, select (none) in the next calculation box.
  NOTE Calculations involving member properties might not return expected results.
3. Set the format.
  - Select the Format tab.
  - Select from the various settings. For example, how many decimals the formula should have or if you want a $ or % sign.
4. Select a font.
  - Select the Font tab.
  - Select font, size, and colors for the foreground and background.
Click OK. The formula appears in the report and in the object panel area.

Edit a formula

In the object panel area, right-click the formula and select Edit.

Delete a formula

In the object panel area, right-click the formula and select Delete.

Deactivate a formula

In the object panel area, clear the check box next to the formula to deactivate (but not delete). The formula is then no longer visible in the report area